Nicolet Bankshares
116 hedge funds and large institutions have $375M invested in Nicolet Bankshares in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
19% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 37
2% more funds holding
Funds holding: 114 → 116 (+2)
9% more capital inflows, than outflows
Capital inflows: $26.9M | Capital outflows: $24.6M
0.08% less ownership
Funds ownership: 42.77% → 42.69% (-0.08%)
73% less call options, than puts
Call options by funds: $63K | Put options by funds: $237K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.7M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.35M |
| 3 |
Millennium Management
New York
|
+$1.69M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.54M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$8.2M |
| 2 |
NFJ Investment Group
Dallas,
Texas
|
-$3.89M |
| 3 |
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$1.83M |
| 4 |
BlackRock
New York
|
-$1.8M |
| 5 |
Curi RMB Capital
Chicago,
Illinois
|
-$1.51M |
NIC Hedge Fund Activity: Q3 2023 in Review
116 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q3 2023, worth a combined $375M — up 3.2% from $363M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NIC positions and 4 closed out — a net gain of 4 holders — while 44 added to existing stakes and 37 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $14.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $8.2M.
- 116 institutional investors held Nicolet Bankshares (NIC) as of Q3 2023, up from 114 in Q2 2023.
- Funds reported $375M of Nicolet Bankshares stock for Q3 2023, up 3.2% quarter-over-quarter.
- 8 funds opened new Nicolet Bankshares positions in Q3 2023 and 4 closed out, a net change of +4 holders.
- The largest Nicolet Bankshares buyer in Q3 2023 was Fidelity Investments, an estimated $14.7M added.
- The largest Nicolet Bankshares seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $8.2M sold.
Based on aggregated 13F filings for Q3 2023.