We are live on ! Find out more
NIC icon

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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$882K
DIA
52
Dana Investment Advisors
Wisconsin
$830K
Rafferty Asset Management
53
Rafferty Asset Management
New York
$829K +$135K +1,691 +20%
DA
54
Detalus Advisors
Missouri
$824K
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$777K -$73.2K -916 -9%
Citigroup
56
Citigroup
New York
$770K +$41.2K +515 +6%
Ameriprise
57
Ameriprise
Minnesota
$751K -$124K -1,550 -15%
Barclays
58
Barclays
United Kingdom
$735K -$651K -8,139 -48%
ABC
59
Associated Banc-Corp
Wisconsin
$709K -$40K -500 -6%
MIM
60
MetLife Investment Management
New Jersey
$636K +$74.5K +932 +14%
SFA
61
Sequoia Financial Advisors
Ohio
$608K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$607K +$879 +11 +0.2%
CF
63
Corebridge Financial
Texas
$594K +$572K +7,157 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$566K +$16.5K +206 +3%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$540K +$520K +6,508 New
SBWIC
66
Schaper Benz & Wise Investment Counsel
Wisconsin
$530K
GCP
67
GSA Capital Partners
United Kingdom
$525K +$506K +6,328 New
Principal Financial Group
68
Principal Financial Group
Iowa
$512K +$44.4K +555 +10%
Wells Fargo
69
Wells Fargo
California
$500K +$67.1K +839 +16%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$496K +$37.3K +467 +8%
Deutsche Bank
71
Deutsche Bank
Germany
$487K -$18.6K -233 -4%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$466K -$34.8K -435 -7%
NP
73
NorthRock Partners
Minnesota
$458K -$18.8K -235 -4%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$448K +$68.4K +856 +19%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$431K -$36.1K -452 -8%

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.