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National Bank Holdings

169 hedge funds and large institutions have $1.29B invested in National Bank Holdings in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $1.19B → $1.29B (+$99M)

8% more funds holding

Funds holding: 156169 (+13)

1.48% more ownership

Funds ownership: 95.2%96.68% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 67

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $97.1M

Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
50
Reduced
67
Closed
9
Calls
Puts
$97.1M
Net Calls
-$97.1M
Net Calls Change
-$64.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$196M -$2.97M -68,290 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M -$491K -11,276 -0.4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$124M -$1.56M -35,870 -1%
ACB
4
Aristotle Capital Boston
Massachusetts
$65.8M -$1.71M -39,303 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$63.6M -$155K -3,568 -0.2%
State Street
6
State Street
Massachusetts
$55.6M -$689K -15,815 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$52.2M -$2.69M -61,800 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$51.1M -$10M -230,716 -17%
SBH
9
Segall Bryant & Hamill
Illinois
$47.1M +$1.93M +44,260 +4%
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$39.5M +$1.74M +40,000 +5%
KCM
11
Kennedy Capital Management
Missouri
$29.4M +$798K +18,323 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.5M +$3.71M +85,251 +16%
N
13
Nuveen
North Carolina
$25.1M -$3.23M -74,229 -11%
Ameriprise
14
Ameriprise
Minnesota
$24.2M +$607K +13,935 +3%
GIP
15
Granite Investment Partners
California
$23.7M +$1.03M +23,615 +5%
Northern Trust
16
Northern Trust
Illinois
$22.7M +$106K +2,424 +0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$21.8M -$557K -12,788 -3%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$14.7M -$2.09M -47,949 -13%
SEI Investments
19
SEI Investments
Pennsylvania
$13.9M +$3.08M +70,712 +29%
PCM
20
Peregrine Capital Management
Minnesota
$13.4M -$2.46M -56,390 -16%
HI
21
Handelsinvest Investeringsforvaltning
Denmark
$13.2M +$1.74M +40,000 +15%
Charles Schwab
22
Charles Schwab
California
$12.1M +$7.71K +177 +0.1%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$9.21M -$197K -4,521 -2%
HAM
24
Hillcrest Asset Management
Texas
$9.15M -$1.32M -30,210 -13%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.87M -$363K -8,347 -4%

NBHC Hedge Fund Activity: Q4 2021 in Review

169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q4 2021, worth a combined $1.29B — up 8.3% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NBHC positions and 9 closed out — a net gain of 14 holders — while 50 added to existing stakes and 67 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $5.37M. The largest seller was Wellington Management Group, cutting an estimated $10M.

  • 169 institutional investors held National Bank Holdings (NBHC) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $1.29B of National Bank Holdings stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 23 funds opened new National Bank Holdings positions in Q4 2021 and 9 closed out, a net change of +14 holders.
  • The largest National Bank Holdings buyer in Q4 2021 was Assenagon Asset Management, an estimated $5.37M added.
  • The largest National Bank Holdings seller in Q4 2021 was Wellington Management Group, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2021.