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Nicolet Bankshares
NIC

Overview Fund Activity

122 hedge funds and large institutions have $498M invested in Nicolet Bankshares in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
41
Closed
7
Calls
$172K
Puts
$60K
Net Calls
+$112K
Net Calls Change
+$79K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$14.1M
2
MFG
2
Merit Financial Group
Georgia
$3.11M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.04M
2
BlackRock
2
BlackRock
New York
$85.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22M
4
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$4.83M
5
DA
5
Detalus Advisors
Missouri
$853K
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$2.25M – – –
UBS Group
27
UBS Group
Switzerland
$2.19M +$971K +11,289 +80%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$2.14M -$143K -1,660 -6%
CS
29
Credit Suisse
Switzerland
$1.95M +$111K +1,286 +6%
American Century Companies
30
American Century Companies
Missouri
$1.92M +$357K +4,149 +23%
ACA
31
Anchor Capital Advisors
Massachusetts
$1.89M +$14.4K +167 +0.8%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$1.78M -$14.7K -171 -0.8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.72M +$52.6K +612 +3%
CRC
34
Curi RMB Capital
Illinois
$1.72M -$430K -5,000 -20%
MCA
35
Mendon Capital Advisors
Florida
$1.72M -$430K -5,000 -20%
LPT
36
Legacy Private Trust
Wisconsin
$1.6M -$86K -1,000 -5%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.57M +$10.1K +117 +0.6%
Bank of America
38
Bank of America
North Carolina
$1.54M +$938K +10,913 +156%
Barclays
39
Barclays
United Kingdom
$1.46M -$644K -7,491 -31%
Stifel Financial
40
Stifel Financial
Missouri
$1.38M -$1.2K -14 -0.1%
Fisher Asset Management
41
Fisher Asset Management
Washington
$1.31M -$263K -3,060 -17%
SC
42
Steph & Co
Wisconsin
$1.27M -$17.2K -200 -1%
BC
43
Bowman & Company
Wisconsin
$1.2M -$102K -1,190 -8%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.16M -$7.91K -92 -0.7%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.14M -$57.4K -667 -5%
Legal & General Group
46
Legal & General Group
United Kingdom
$1.09M -$344 -4 -0%
SMAM
47
Sugar Maple Asset Management
Wisconsin
$1.04M +$1.04M +12,111 New
Creative Planning
48
Creative Planning
Kansas
$1.02M +$494K +5,743 +94%
KCM
49
Kennedy Capital Management
Missouri
$1.01M -$21.2K -247 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$914K -$312K -3,624 -25%
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