NIC icon

Nicolet Bankshares
NIC

Overview Fund Activity

139 hedge funds and large institutions have $580M 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.

Holders
139
Holders Change
+20
Holders Change %
+16.81%
% 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

1
BlackRock
1
BlackRock
New York
$103M
2
OAM
2
Oberweis Asset Management
Illinois
$4.44M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.15M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.61M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$16.4M
2
BCM
2
Bridgeway Capital Management
Texas
$0
3
EF
3
Empowered Funds
Pennsylvania
$0
4
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$3.93M
5
UBS Group
5
UBS Group
Switzerland
$855K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Hemington Wealth Management
Virginia
$10K +$10K +102 New
SCM
127
Sterling Capital Management
North Carolina
$3.73K +$3.73K +39 New
QL
128
Quarry LP
New York
$2.97K +$2.97K +31 New
PD
129
Point72 (DIFC)
United Arab Emirates
$1.75K +$1.75K +18 New
GI
130
GAMMA Investing
California
$1.53K +$1.34K +14 +700%
CPA
131
Capital Performance Advisors
California
$1.43K +$1.43K +15 New
SAM
132
Smartleaf Asset Management
Massachusetts
$1.32K – – –
IA
133
IFP Advisors
Florida
$1.05K – – –
C
134
Covestor
United Kingdom
$1K +$333 +2 +50%
Simplex Trading
135
Simplex Trading
Illinois
$1K +$1K +17 New
GM
136
GeoWealth Management
Illinois
$957 +$957 +10 New
S
137
SignatureFD
Georgia
$574 – – –
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$383 – – –
AF
139
Allworth Financial
California
$192 – – –
BCM
140
Bridgeway Capital Management
Texas
– -$4.52M -54,373 Closed
EF
141
Empowered Funds
Pennsylvania
– -$3.01M -36,203 Closed
Principal Financial Group
142
Principal Financial Group
Iowa
– -$512K -6,167 Closed
Two Sigma Investments
143
Two Sigma Investments
New York
– -$340K -4,093 Closed
WF
144
WoodTrust Financial
Wisconsin
– -$319K -3,840 Closed
KA
145
KLCM Advisors
Wisconsin
– -$256K -3,088 Closed
CC
146
Corton Capital
Ontario, Canada
– -$231K -2,781 Closed
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
– -$16.6K -205 Closed
IWP
148
IAG Wealth Partners
Wisconsin
– -$5.56K -67 Closed
2 3 4 5
6