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Nicolet Bankshares

82 hedge funds and large institutions have $209M invested in Nicolet Bankshares in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.95% less ownership

Funds ownership: 37.89%36.94% (-0.95%)

3% less capital invested

Capital invested by funds: $216M → $209M (-$6.64M)

2% less funds holding

Funds holding: 8482 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1
Nicolet Bankshares
Wisconsin
$49.2M +$4.03M +70,724 +8%
BlackRock
2
BlackRock
New York
$38.2M -$765K -13,440 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.8M -$372K -6,525 -1%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M +$425K +7,467 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.3M +$258K +4,538 +2%
State Street
6
State Street
Massachusetts
$12M -$786K -13,798 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.15M +$353K +6,207 +4%
Northern Trust
8
Northern Trust
Illinois
$6.49M -$311K -5,467 -4%
Charles Schwab
9
Charles Schwab
California
$3.27M +$54.1K +950 +2%
N
10
Nuveen
North Carolina
$2.49M +$109K +1,921 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.4M -$83K -1,457 -3%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$2.08M -$185K -3,244 -8%
NSAM
13
North Star Asset Management
Wisconsin
$2.03M
HAI
14
Hennessy Advisors Inc
California
$1.8M -$114K -2,000 -6%
WG
15
Winton Group
United Kingdom
$1.75M -$272K -4,774 -13%
CT
16
Caldwell Trust
Florida
$1.72M +$1.8M +31,526 New
Wells Fargo
17
Wells Fargo
California
$1.65M -$78.1K -1,371 -4%
LPT
18
Legacy Private Trust
Wisconsin
$1.3M
MAM
19
Martingale Asset Management
Massachusetts
$1.28M -$1.5M -26,300 -53%
Morgan Stanley
20
Morgan Stanley
New York
$1.26M -$329K -5,778 -20%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.17M +$39.9K +700 +3%
Swiss National Bank
22
Swiss National Bank
Switzerland
$1.16M
Stifel Financial
23
Stifel Financial
Missouri
$999K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$803K -$77.6K -1,363 -9%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$771K

NIC Hedge Fund Activity: Q3 2020 in Review

82 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q3 2020, worth a combined $209M — down 3.1% from $216M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NIC and 5 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 16 added.

The largest buyer was Nicolet Bankshares, adding an estimated $4.03M. The largest seller was Martingale Asset Management, cutting an estimated $1.5M.

  • 82 institutional investors held Nicolet Bankshares (NIC) as of Q3 2020, down from 84 in Q2 2020.
  • Funds reported $209M of Nicolet Bankshares stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 5 funds opened new Nicolet Bankshares positions in Q3 2020 and 7 closed out, a net change of -2 holders.
  • The largest Nicolet Bankshares buyer in Q3 2020 was Nicolet Bankshares, an estimated $4.03M added.
  • The largest Nicolet Bankshares seller in Q3 2020 was Martingale Asset Management, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2020.