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Nicolet Bankshares

120 hedge funds and large institutions have $490M invested in Nicolet Bankshares in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $100K | Put options by funds: $58K

0.4% more ownership

Funds ownership: 45.04%45.44% (+0.4%)

2% less capital invested

Capital invested by funds: $499M → $490M (-$9.18M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

2% less funds holding

Funds holding: 123120 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
40
Reduced
43
Closed
10
Calls
$100K
Puts
$58K
Net Calls
+$42K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$2.06M +$197K +2,468 +11%
ACA
27
Anchor Capital Advisors
Massachusetts
$1.95M +$125K +1,560 +7%
Invesco
28
Invesco
Georgia
$1.93M -$308K -3,853 -14%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$1.85M +$984K +12,304 +124%
UBS Group
30
UBS Group
Switzerland
$1.81M -$285K -3,565 -14%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.67M +$5.68K +71 +0.4%
CRC
32
Curi RMB Capital
Illinois
$1.66M
MCA
33
Mendon Capital Advisors
Florida
$1.66M
Bank of America
34
Bank of America
North Carolina
$1.66M +$163K +2,036 +11%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$1.64M -$71.1K -889 -4%
LPT
36
Legacy Private Trust
Wisconsin
$1.55M
First Trust Advisors
37
First Trust Advisors
Illinois
$1.37M -$143K -1,783 -10%
Stifel Financial
38
Stifel Financial
Missouri
$1.33M -$1.52K -19 -0.1%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.29M -$926K -11,585 -43%
SC
40
Steph & Co
Wisconsin
$1.23M
Jane Street
41
Jane Street
New York
$1.19M +$734K +9,177 +179%
BC
42
Bowman & Company
Wisconsin
$1.16M +$1.12K +14 +0.1%
Fisher Asset Management
43
Fisher Asset Management
Washington
$1.15M -$111K -1,394 -9%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.15M +$20.1K +252 +2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.08M -$18.5K -232 -2%
Legal & General Group
46
Legal & General Group
United Kingdom
$1.06M +$9.99K +125 +1%
CT
47
Caldwell Trust
Florida
$1.04M
SMAM
48
Sugar Maple Asset Management
Wisconsin
$997K -$8K -100 -0.8%
Creative Planning
49
Creative Planning
Kansas
$972K -$13K -163 -1%
KCM
50
Kennedy Capital Management
Missouri
$967K -$3.6K -45 -0.4%

NIC Hedge Fund Activity: Q2 2024 in Review

120 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q2 2024, worth a combined $490M — down 1.8% from $499M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NIC and 9 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 40 added.

The largest buyer was Janus Henderson Group, adding an estimated $5.71M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $2.31M sold.

  • 120 institutional investors held Nicolet Bankshares (NIC) as of Q2 2024, down from 123 in Q1 2024.
  • Funds reported $490M of Nicolet Bankshares stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nicolet Bankshares positions in Q2 2024 and 10 closed out, a net change of -1 holder.
  • The largest Nicolet Bankshares buyer in Q2 2024 was Janus Henderson Group, an estimated $5.71M added.
  • The largest Nicolet Bankshares seller in Q2 2024 was Zacks Investment Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2024.