Nicolet Bankshares
123 hedge funds and large institutions have $499M 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.
187% more call options, than puts
Call options by funds: $172K | Put options by funds: $60K
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $448M → $499M (+$51.2M)
4% more funds holding
Funds holding: 118 → 123 (+5)
1.18% more ownership
Funds ownership: 43.85% → 45.04% (+1.2%)
2% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$12.6M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.84M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.44M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.29M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.16M |
| 2 |
BlackRock
New York
|
-$2.26M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.45M |
| 4 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$1.39M |
| 5 |
DA
Detalus Advisors
St. Louis,
Missouri
|
-$965K |
NIC Hedge Fund Activity: Q1 2024 in Review
123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q1 2024, worth a combined $499M — up 11% from $448M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NIC positions and 7 closed out — a net gain of 5 holders — while 42 added to existing stakes and 41 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $12.6M. The largest seller was Morgan Stanley, cutting an estimated $4.16M.
- 123 institutional investors held Nicolet Bankshares (NIC) as of Q1 2024, up from 118 in Q4 2023.
- Funds reported $499M of Nicolet Bankshares stock for Q1 2024, up 11% quarter-over-quarter.
- 12 funds opened new Nicolet Bankshares positions in Q1 2024 and 7 closed out, a net change of +5 holders.
- The largest Nicolet Bankshares buyer in Q1 2024 was Janus Henderson Group, an estimated $12.6M added.
- The largest Nicolet Bankshares seller in Q1 2024 was Morgan Stanley, an estimated $4.16M sold.
Based on aggregated 13F filings for Q1 2024.