Nicolet Bankshares
117 hedge funds and large institutions have $314M invested in Nicolet Bankshares in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 22 closing their positions.
201% more call options, than puts
Call options by funds: $322K | Put options by funds: $107K
26% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 35
1.22% more ownership
Funds ownership: 38.99% → 40.22% (+1.2%)
9% less funds holding
Funds holding: 129 → 117 (-12)
10% less capital invested
Capital invested by funds: $347M → $314M (-$33.2M)
55% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$9.45M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$3.61M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.81M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.19M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$1.44M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$1.36M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$1.22M |
| 4 |
JP Morgan Chase
New York
|
-$1.12M |
| 5 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$1.1M |
NIC Hedge Fund Activity: Q1 2023 in Review
117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q1 2023, worth a combined $314M — down 9.6% from $347M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of NIC and 10 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 44 added.
The largest buyer was AllianceBernstein, adding an estimated $9.45M. The largest seller was Rice Hall James & Associates, cutting an estimated $1.44M.
- 117 institutional investors held Nicolet Bankshares (NIC) as of Q1 2023, down from 129 in Q4 2022.
- Funds reported $314M of Nicolet Bankshares stock for Q1 2023, down 9.6% quarter-over-quarter.
- 10 funds opened new Nicolet Bankshares positions in Q1 2023 and 22 closed out, a net change of -12 holders.
- The largest Nicolet Bankshares buyer in Q1 2023 was AllianceBernstein, an estimated $9.45M added.
- The largest Nicolet Bankshares seller in Q1 2023 was Rice Hall James & Associates, an estimated $1.44M sold.
Based on aggregated 13F filings for Q1 2023.