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Nicolet Bankshares

74 hedge funds and large institutions have $173M invested in Nicolet Bankshares in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 7074 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $182M → $173M (-$8.96M)

1.36% less ownership

Funds ownership: 33.95%32.59% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1
Nicolet Bankshares
Wisconsin
$39.1M -$393K -6,985 -1%
BlackRock
2
BlackRock
New York
$24.8M +$178K +3,172 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.4M -$53.1K -943 -0.3%
BFC
4
Banc Funds Company
Illinois
$18.9M
State Street
5
State Street
Massachusetts
$9.4M -$76.4K -1,357 -0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.63M +$1.6M +28,384 +26%
Northern Trust
7
Northern Trust
Illinois
$5.1M -$204K -3,628 -4%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.38M +$310K +5,507 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.85M +$182K +3,239 +5%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.65M
Charles Schwab
11
Charles Schwab
California
$2.26M +$127K +2,261 +6%
Invesco
12
Invesco
Georgia
$2.17M +$589K +10,460 +36%
NSAM
13
North Star Asset Management
Wisconsin
$2.1M
Wells Fargo
14
Wells Fargo
California
$2.01M -$35.4K -630 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.94M -$90.4K -1,607 -4%
PAM
16
Panagora Asset Management
Massachusetts
$1.73M +$614K +10,909 +53%
Morgan Stanley
17
Morgan Stanley
New York
$1.6M -$184K -3,271 -10%
MAM
18
Martingale Asset Management
Massachusetts
$1.6M +$1.13M +20,009 +220%
LPT
19
Legacy Private Trust
Wisconsin
$1.46M -$56.3K -1,000 -4%
TCIM
20
TIAA CREF Investment Management
New York
$1.44M +$296K +5,259 +25%
Deutsche Bank
21
Deutsche Bank
Germany
$1.41M -$392K -6,958 -21%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.19M +$181K +3,217 +18%
Federated Hermes
23
Federated Hermes
Pennsylvania
$1.12M -$3.88K -69 -0.3%
Millennium Management
24
Millennium Management
New York
$900K +$919K +16,328 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$889K

NIC Hedge Fund Activity: Q2 2018 in Review

74 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q2 2018, worth a combined $173M — down 4.9% from $182M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NIC positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.6M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $10.8M sold.

  • 74 institutional investors held Nicolet Bankshares (NIC) as of Q2 2018, up from 70 in Q1 2018.
  • Funds reported $173M of Nicolet Bankshares stock for Q2 2018, down 4.9% quarter-over-quarter.
  • 9 funds opened new Nicolet Bankshares positions in Q2 2018 and 5 closed out, a net change of +4 holders.
  • The largest Nicolet Bankshares buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $1.6M added.
  • The largest Nicolet Bankshares seller in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2018.