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Nicolet Bankshares
NIC

Overview Fund Activity

114 hedge funds and large institutions have $373M invested in Nicolet Bankshares in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
44
Reduced
36
Closed
4
Calls
$63K
Puts
$237K
Net Calls
-$174K
Net Calls Change
-$385K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$38.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$3.1M
3
Millennium Management
Millennium Management
New York
$1.57M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$36.4M
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.52M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.3M
2
NIG
NFJ Investment Group
Texas
$0
3
BlackRock
BlackRock
New York
$65.6M
4
CRC
Curi RMB Capital
Illinois
$2.09M
5
AllianceBernstein
AllianceBernstein
Tennessee
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
51
Associated Banc-Corp
Wisconsin
$631K – – –
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$625K -$118K -1,691 -16%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$577K +$84.4K +1,210 +17%
Skandinaviska Enskilda Banken (SEB)
54
Skandinaviska Enskilda Banken (SEB)
Sweden
$555K -$112K -1,600 -17%
SFA
55
Sequoia Financial Advisors
Ohio
$548K +$1.47K +21 +0.3%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$539K +$539K +7,722 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$509K – – –
WSCM
58
Wellington Shields Capital Management
New York
$496K – – –
MIM
59
MetLife Investment Management
New Jersey
$469K – – –
AIG
60
American International Group
New York
$448K +$15.9K +228 +4%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$447K +$419 +6 +0.1%
SBWIC
62
Schaper Benz & Wise Investment Counsel
Wisconsin
$445K – – –
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$444K +$70 +1 +0%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$439K -$43K -616 -9%
Creative Planning
65
Creative Planning
Kansas
$426K +$7.12K +102 +2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$395K – – –
NYLIM
67
New York Life Investment Management
New York
$393K -$62.7K -899 -14%
Deutsche Bank
68
Deutsche Bank
Germany
$389K +$66.8K +957 +21%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$380K +$144K +2,065 +61%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$376K +$6.35K +91 +2%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$375K +$375K +5,381 New
UBS Group
72
UBS Group
Switzerland
$369K +$63.6K +912 +21%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$359K +$92K +1,319 +34%
Wells Fargo
74
Wells Fargo
California
$290K -$91.3K -1,309 -24%
MSWM
75
McGlone Suttner Wealth Management
Wisconsin
$282K +$558 +8 +0.2%
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