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Nicolet Bankshares
NIC

118 hedge funds and large institutions have $448M invested in Nicolet Bankshares in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

59% more call options, than puts

Call options by funds: $89K | Put options by funds: $56K

20% more capital invested

Capital invested by funds: $374M → $448M (+$73.6M)

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

3% more funds holding

Funds holding: 115 → 118 (+3)

1.25% more ownership

Funds ownership: 42.6% → 43.85% (+1.3%)

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
38
Closed
6
Calls
$89K
Puts
$56K
Net Calls
+$33K
Net Calls Change
+$207K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.88M
2
Morgan Stanley
Morgan Stanley
New York
+$3.45M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.52M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.57M
2
CCP
Clarkston Capital Partners
Michigan
-$1.35M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.18M
4
NB
Nicolet Bankshares
Wisconsin
-$954K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$81.9M +$5.88M +78,587 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.2M +$1.31M +17,539 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$44.9M +$116K +1,551 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$43.6M +$1.52M +20,299 +4%
State Street
5
State Street
Massachusetts
$27.7M +$754K +10,082 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$24.3M -$953K -12,732 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$22.2M +$810K +10,828 +4%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.1M -$1.18M -15,838 -5%
Northern Trust
9
Northern Trust
Illinois
$11M +$207K +2,770 +2%
Charles Schwab
10
Charles Schwab
California
$8.18M +$152K +2,036 +2%
Morgan Stanley
11
Morgan Stanley
New York
$7.04M +$3.45M +46,102 +111%
NEWAS
12
N.E.W. Advisory Services
Wisconsin
$5.92M -$244K -3,262 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.27M +$978K +13,077 +25%
Goldman Sachs
14
Goldman Sachs
New York
$4.19M -$307K -4,097 -7%
BCM
15
Bridgeway Capital Management
Texas
$3.98M +$201K +2,688 +6%
NSAM
16
North Star Asset Management
Wisconsin
$3.46M -$2.47K -33 -0.1%
AR
17
Advisory Research
Illinois
$3.4M -$224K -2,992 -7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.34M -$223K -2,982 -7%
N
19
Nuveen
North Carolina
$2.72M +$19K +254 +0.8%
EF
20
Empowered Funds
Pennsylvania
$2.51M +$201K +2,688 +9%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.21M -$100K -1,340 -5%
Swiss National Bank
22
Swiss National Bank
Switzerland
$2.11M -$217K -2,900 -10%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.03M +$643K +8,595 +52%
CRC
24
Curi RMB Capital
Illinois
$2.01M -$374K -5,000 -17%
MCA
25
Mendon Capital Advisors
Florida
$2.01M +$1.87M +25,000 New
1
2 3 4 5

NIC Hedge Fund Activity: Q4 2023 in Review

118 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q4 2023, worth a combined $448M — up 20% from $374M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NIC positions and 6 closed out — a net gain of 4 holders — while 42 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $5.88M. The largest seller was Millennium Management, exiting entirely with an estimated $1.57M sold.

  • 118 institutional investors held Nicolet Bankshares (NIC) as of Q4 2023, up from 115 in Q3 2023.
  • Funds reported $448M of Nicolet Bankshares stock for Q4 2023, up 20% quarter-over-quarter.
  • 10 funds opened new Nicolet Bankshares positions in Q4 2023 and 6 closed out, a net change of +4 holders.
  • The largest Nicolet Bankshares buyer in Q4 2023 was BlackRock, an estimated $5.88M added.
  • The largest Nicolet Bankshares seller in Q4 2023 was Millennium Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2023.