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Nicolet Bankshares
NIC

Overview Fund Activity

122 hedge funds and large institutions have $498M 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.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
41
Closed
7
Calls
$172K
Puts
$60K
Net Calls
+$112K
Net Calls Change
+$79K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$14.1M
2
MFG
2
Merit Financial Group
Georgia
$3.11M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.04M
2
BlackRock
2
BlackRock
New York
$85.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22M
4
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$4.83M
5
DA
5
Detalus Advisors
Missouri
$853K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$109K – – –
CSC
102
Caldwell Sutter Capital
California
$97.1K – – –
EC
103
EntryPoint Capital
New York
$94.7K +$46.7K +543 +97%
NB
104
Nicolet Bankshares
Wisconsin
$77.5K -$752 -8,744 -1%
RIL
105
Rothschild Investment LLC
Illinois
$68.8K – – –
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$60.6K – – –
WAS
107
Winch Advisory Services
Wisconsin
$43.3K +$86 +1 +0.2%
AB
108
Amalgamated Bank
New York
$37K -$62.9K -736 -63%
QCG
109
Quadrant Capital Group
Ohio
$30.4K – – –
TRCT
110
Tower Research Capital (TRC)
New York
$29.8K -$267K -3,100 -90%
PA
111
Parallel Advisors
California
$20.2K – – –
US Bancorp
112
US Bancorp
Minnesota
$18.5K +$3.87K +45 +26%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$17.2K +$17.2K +205 New
IWP
114
IAG Wealth Partners
Wisconsin
$11.5K -$86 -1 -0.7%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$9.03K – – –
AWM
116
Avior Wealth Management
Nebraska
$7.83K +$7.83K +91 New
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.1K +$3.1K +36 New
AF
118
Allworth Financial
California
$1.98K +$1.81K +21 +1,050%
IA
119
IFP Advisors
Florida
$946 – – –
S
120
SignatureFD
Georgia
$516 – – –
WF
121
WoodTrust Financial
Wisconsin
$330 – – –
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
– -$621K -7,722 Closed
WSCM
123
Wellington Shields Capital Management
New York
– -$572K -7,106 Closed
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
– -$296K -3,679 Closed
GCP
125
GSA Capital Partners
United Kingdom
– -$236K -2,932 Closed
2 3 4
5
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