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Nicolet Bankshares

132 hedge funds and large institutions have $404M invested in Nicolet Bankshares in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 42.06%41.71% (-0.35%)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

3% less funds holding

Funds holding: 136132 (-4)

24% less capital invested

Capital invested by funds: $532M → $404M (-$128M)

91% less call options, than puts

Call options by funds: $21K | Put options by funds: $224K

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
37
Reduced
40
Closed
21
Calls
$21K
Puts
$224K
Net Calls
-$203K
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
151
Glassman Wealth Services
Virginia
-$2K -19 Closed
LAS
152
Lloyd Advisory Services
Georgia
-$2K -17 Closed
QCG
153
Quadrant Capital Group
Ohio
+$404 +5 New

NIC Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q2 2022, worth a combined $404M — down 24% from $532M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NIC positions and 21 closed out — a net gain of 2 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $3.17M. The largest seller was State Street, cutting an estimated $5.48M.

  • 132 institutional investors held Nicolet Bankshares (NIC) as of Q2 2022, down from 136 in Q1 2022.
  • Funds reported $404M of Nicolet Bankshares stock for Q2 2022, down 24% quarter-over-quarter.
  • 23 funds opened new Nicolet Bankshares positions in Q2 2022 and 21 closed out, a net change of +2 holders.
  • The largest Nicolet Bankshares buyer in Q2 2022 was Curi RMB Capital, an estimated $3.17M added.
  • The largest Nicolet Bankshares seller in Q2 2022 was State Street, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2022.