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National Bank Holdings
NBHC

Overview Fund Activity

167 hedge funds and large institutions have $1.6B invested in National Bank Holdings in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
60
Reduced
54
Closed
10
Calls
$30K
Puts
$17K
Net Calls
+$13K
Net Calls Change
-$38.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$17.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.66M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$5.62M
5
State Street
5
State Street
Massachusetts
$81M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$127M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$99.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.4M
4
MCM
4
Maltese Capital Management
New York
$8.49M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$43M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$237M 5,495,363 -12,465 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M 4,230,384 +35,910 +0.9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$127M 2,942,823 -516,434 -15%
Victory Capital Management
4
Victory Capital Management
Texas
$120M 2,778,981 -67,760 -2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$99.3M 2,306,736 -230,780 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$90M 2,089,730 +32,983 +2%
State Street
7
State Street
Massachusetts
$81M 1,881,596 +82,372 +5%
WHG
8
Westwood Holdings Group
Texas
$48M 1,114,486 -12,860 -1%
ACB
9
Aristotle Capital Boston
Massachusetts
$43M 998,245 -110,367 -10%
SBH
10
Segall Bryant & Hamill
Illinois
$39.2M 909,530 -26,881 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$36.9M 856,967 -4,516 -0.5%
Renaissance Technologies
12
Renaissance Technologies
New York
$34.6M 803,200 -29,600 -4%
Principal Financial Group
13
Principal Financial Group
Iowa
$32.4M 751,370 -34,726 -4%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$32.2M 748,817 -101,329 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.2M 632,386 -37,656 -6%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$23.4M 542,771 -76,116 -12%
American Century Companies
17
American Century Companies
Missouri
$21M 487,142 -1,429 -0.3%
Northern Trust
18
Northern Trust
Illinois
$19M 440,106 +29,823 +7%
Boston Partners
19
Boston Partners
Massachusetts
$17.4M 403,255 +191,336 +90%
Morgan Stanley
20
Morgan Stanley
New York
$16.1M 373,784 +56,444 +18%
KCM
21
Kennedy Capital Management
Missouri
$15.8M 367,008 -103,608 -22%
Charles Schwab
22
Charles Schwab
California
$15.4M 357,049 +1,562 +0.4%
LI
23
Leeward Investments
Massachusetts
$15M 348,611 -26,027 -7%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$14.3M 331,546 +141,716 +75%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$14.2M 329,276 -25,169 -7%
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