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Nicolet Bankshares
NIC

Overview Fund Activity

139 hedge funds and large institutions have $580M invested in Nicolet Bankshares in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
139
Holders Change
+20
Holders Change %
+16.81%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
40
Reduced
39
Closed
9
Calls
$421K
Puts
$286K
Net Calls
+$135K
Net Calls Change
+$93K

Top Buyers

1
BlackRock
1
BlackRock
New York
$103M
2
OAM
2
Oberweis Asset Management
Illinois
$4.44M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.15M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.61M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$16.4M
2
BCM
2
Bridgeway Capital Management
Texas
$0
3
EF
3
Empowered Funds
Pennsylvania
$0
4
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$3.93M
5
UBS Group
5
UBS Group
Switzerland
$855K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$2.43M +$848K +8,870 +54%
Invesco
27
Invesco
Georgia
$2.38M +$158K +1,647 +7%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$2.35M – – –
Barclays
29
Barclays
United Kingdom
$2.29M +$1.44M +15,121 +171%
ACA
30
Anchor Capital Advisors
Massachusetts
$2.22M -$22.7K -237 -1%
UBS AM
31
UBS AM
Illinois
$2.14M -$572K -5,984 -21%
Millennium Management
32
Millennium Management
New York
$2.04M +$2.04M +21,315 New
MCA
33
Mendon Capital Advisors
Florida
$1.91M – – –
CRC
34
Curi RMB Capital
Illinois
$1.91M – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$1.88M -$43.9K -459 -2%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$1.88M -$49.3K -506 -3%
LPT
37
Legacy Private Trust
Wisconsin
$1.78M – – –
Bank of America
38
Bank of America
North Carolina
$1.74M -$167K -1,750 -9%
Stifel Financial
39
Stifel Financial
Missouri
$1.52M -$15.7K -164 -1%
Fisher Asset Management
40
Fisher Asset Management
Washington
$1.43M +$104K +1,092 +8%
Citigroup
41
Citigroup
New York
$1.39M +$507K +5,304 +57%
BC
42
Bowman & Company
Wisconsin
$1.31M -$27.8K -291 -2%
SC
43
Steph & Co
Wisconsin
$1.25M -$163K -1,700 -12%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.25M -$71.8K -751 -5%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.25M +$22.4K +234 +2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.21M -$32.4K -339 -3%
Creative Planning
47
Creative Planning
Kansas
$1.19M +$74.3K +777 +7%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$1.18M +$286K +2,986 +32%
KCM
49
Kennedy Capital Management
Missouri
$1.1M -$11.6K -121 -1%
SMAM
50
Sugar Maple Asset Management
Wisconsin
$1.1M -$49.4K -517 -4%
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