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Nicolet Bankshares
NIC

140 hedge funds and large institutions have $581M 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.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

47% more call options, than puts

Call options by funds: $421K | Put options by funds: $286K

19% more capital invested

Capital invested by funds: $490M → $581M (+$91.1M)

17% more funds holding

Funds holding: 120 → 140 (+20)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0.67% more ownership

Funds ownership: 45.44% → 46.11% (+0.67%)

Holders
140
Holders Change
+20
Holders Change %
+16.67%
% 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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.23M
2
OAM
Oberweis Asset Management
Illinois
+$4.34M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.03M
4
Morgan Stanley
Morgan Stanley
New York
+$2.63M
5
Goldman Sachs
Goldman Sachs
New York
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.97M
2
BCM
Bridgeway Capital Management
Texas
-$4.52M
3
EF
Empowered Funds
Pennsylvania
-$3.01M
4
NB
Nicolet Bankshares
Wisconsin
-$1.43M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
101
LPL Financial
California
$217K -$23.2K -248 -10%
SAM
102
Shell Asset Management
Netherlands
$181K +$177K +1,894 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$176K – – –
TRCT
104
Tower Research Capital (TRC)
New York
$167K +$18K +192 +12%
Federated Hermes
105
Federated Hermes
Pennsylvania
$158K – – –
QT
106
Quantbot Technologies
New York
$155K +$151K +1,619 New
JFGIW
107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K +$74.8K +800 +114%
Canada Life
108
Canada Life
Manitoba, Canada
$133K – – –
HI
109
Harbour Investments
Wisconsin
$131K – – –
Lazard Asset Management
110
Lazard Asset Management
New York
$122K +$120K +1,280 New
Citadel Advisors
111
Citadel Advisors
Florida
$122K +$6.92K +74 +6%
AIP
112
Ameritas Investment Partners
Nebraska
$121K – – –
NB
113
Nicolet Bankshares
Wisconsin
$83.2K -$1.43M -15,302 -2%
RIL
114
Rothschild Investment LLC
Illinois
$77K – – –
CSC
115
Caldwell Sutter Capital
California
$68.9K – – –
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$64K +$63.5K +679 New
ACM
117
Aquatic Capital Management
Illinois
$57.4K +$56.1K +600 New
WAS
118
Winch Advisory Services
Wisconsin
$48.5K +$187 +2 +0.4%
AB
119
Amalgamated Bank
New York
$44K – – –
QCG
120
Quadrant Capital Group
Ohio
$31.5K -$2.34K -25 -7%
PA
121
Parallel Advisors
California
$22.5K – – –
PMAM
122
Picton Mahoney Asset Management
Ontario, Canada
$21K +$20.5K +219 New
US Bancorp
123
US Bancorp
Minnesota
$20.6K – – –
AAP
124
Arax Advisory Partners
Colorado
$15.1K – – –
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.5K +$3.18K +34 +45%
2 3 4
5
6

NIC Hedge Fund Activity: Q3 2024 in Review

140 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q3 2024, worth a combined $581M — up 19% from $490M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NIC positions and 9 closed out — a net gain of 20 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $5.23M. The largest seller was Janus Henderson Group, cutting an estimated $5.97M.

  • 140 institutional investors held Nicolet Bankshares (NIC) as of Q3 2024, up from 120 in Q2 2024.
  • Funds reported $581M of Nicolet Bankshares stock for Q3 2024, up 19% quarter-over-quarter.
  • 29 funds opened new Nicolet Bankshares positions in Q3 2024 and 9 closed out, a net change of +20 holders.
  • The largest Nicolet Bankshares buyer in Q3 2024 was BlackRock, an estimated $5.23M added.
  • The largest Nicolet Bankshares seller in Q3 2024 was Janus Henderson Group, an estimated $5.97M sold.

Based on aggregated 13F filings for Q3 2024.