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Nicolet Bankshares

123 hedge funds and large institutions have $388M invested in Nicolet Bankshares in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.65% less ownership

Funds ownership: 41.71%41.06% (-0.65%)

4% less capital invested

Capital invested by funds: $404M → $388M (-$16M)

7% less funds holding

Funds holding: 132123 (-9)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
123
Holders Change
-9
Holders Change %
-6.82%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
36
Reduced
46
Closed
16
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1
Nicolet Bankshares
Wisconsin
$65.9M +$378K +4,894 +0.5%
BlackRock
2
BlackRock
New York
$62.2M -$705K -9,139 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$43M +$68.1K +883 +0.1%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31M -$1.24M -16,101 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.1M +$132K +1,709 +0.4%
State Street
6
State Street
Massachusetts
$21.6M -$2.61M -33,798 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15M +$399K +5,166 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$12.7M +$11.6M +150,628 +497%
Northern Trust
9
Northern Trust
Illinois
$8.8M -$53.9K -698 -0.6%
Charles Schwab
10
Charles Schwab
California
$6.31M +$451K +5,841 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$3.72M +$2.53M +32,763 +163%
CRC
12
Curi RMB Capital
Illinois
$3.52M +$836K +10,832 +28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.37M +$294K +3,816 +9%
RHJA
14
Rice Hall James & Associates
California
$3.26M -$33K -428 -0.9%
NSAM
15
North Star Asset Management
Wisconsin
$3.21M -$67.9K -880 -2%
BCM
16
Bridgeway Capital Management
Texas
$3.05M
N
17
Nuveen
North Carolina
$2.95M -$37K -480 -1%
AR
18
Advisory Research
Illinois
$2.91M -$24.5K -318 -0.8%
Goldman Sachs
19
Goldman Sachs
New York
$2.87M +$359K +4,653 +13%
ACA
20
Anchor Capital Advisors
Massachusetts
$2.46M -$363K -4,699 -12%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$2.46M -$55.3K -717 -2%
NEWAS
22
N.E.W. Advisory Services
Wisconsin
$2.22M +$89.8K +1,164 +4%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.18M -$395K -5,116 -15%
Swiss National Bank
24
Swiss National Bank
Switzerland
$2.13M -$15.4K -200 -0.7%
CCP
25
Clarkston Capital Partners
Michigan
$2.02M

NIC Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q3 2022, worth a combined $388M — down 4% from $404M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NIC and 8 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 36 added.

The largest buyer was Fidelity Investments, adding an estimated $11.6M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $8.7M sold.

  • 123 institutional investors held Nicolet Bankshares (NIC) as of Q3 2022, down from 132 in Q2 2022.
  • Funds reported $388M of Nicolet Bankshares stock for Q3 2022, down 4% quarter-over-quarter.
  • 8 funds opened new Nicolet Bankshares positions in Q3 2022 and 16 closed out, a net change of -8 holders.
  • The largest Nicolet Bankshares buyer in Q3 2022 was Fidelity Investments, an estimated $11.6M added.
  • The largest Nicolet Bankshares seller in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $8.7M sold.

Based on aggregated 13F filings for Q3 2022.