Nicolet Bankshares
151 hedge funds and large institutions have $668M invested in Nicolet Bankshares in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 10 closing their positions.
1,332% more call options, than puts
Call options by funds: $587K | Put options by funds: $41K
157% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 28
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
15% more capital invested
Capital invested by funds: $581M → $668M (+$87M)
8% more funds holding
Funds holding: 140 → 151 (+11)
1.28% more ownership
Funds ownership: 46.11% → 47.39% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$4.6M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$4.54M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.79M |
| 4 |
Renaissance Technologies
New York
|
+$2.49M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.42M |
| 2 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$2.89M |
| 3 |
Squarepoint
New York
|
-$931K |
| 4 |
Millennium Management
New York
|
-$620K |
| 5 |
HF
HRT Financial
New York
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
151
NewEdge Advisors
New Orleans,
Louisiana
| $210 | +$211 | +2 | New |
|
|
152
Squarepoint
New York
| – | -$931K | -9,738 | Closed |
|
|
HF
153
HRT Financial
New York
| – | -$562K | -5,886 | Closed |
|
154
SG Americas Securities
New York
| – | -$412K | -4,313 | Closed |
|
|
DA
155
Detalus Advisors
St. Louis,
Missouri
| – | -$367K | -3,841 | Closed |
|
|
ECM
156
ExodusPoint Capital Management
New York
| – | -$258K | -2,697 | Closed |
|
|
SPA
157
Sherbrooke Park Advisers
White Plains,
New York
| – | -$227K | -2,374 | Closed |
|
|
JFGIW
158
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$143K | -1,500 | Closed |
|
159
Lazard Asset Management
New York
| – | -$122K | -1,280 | Closed |
|
|
QL
160
Quarry LP
New York
| – | -$2.96K | -31 | Closed |
|
|
CPA
161
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.43K | -15 | Closed |
|
NIC Hedge Fund Activity: Q4 2024 in Review
151 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q4 2024, worth a combined $668M — up 15% from $581M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NIC positions and 10 closed out — a net gain of 12 holders — while 72 added to existing stakes and 28 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $4.6M. The largest seller was Fidelity Investments, cutting an estimated $8.42M.
- 151 institutional investors held Nicolet Bankshares (NIC) as of Q4 2024, up from 140 in Q3 2024.
- Funds reported $668M of Nicolet Bankshares stock for Q4 2024, up 15% quarter-over-quarter.
- 22 funds opened new Nicolet Bankshares positions in Q4 2024 and 10 closed out, a net change of +12 holders.
- The largest Nicolet Bankshares buyer in Q4 2024 was JP Morgan Chase, an estimated $4.6M added.
- The largest Nicolet Bankshares seller in Q4 2024 was Fidelity Investments, an estimated $8.42M sold.
Based on aggregated 13F filings for Q4 2024.