Nicolet Bankshares
118 hedge funds and large institutions have $444M 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.
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
19% more capital invested
Capital invested by funds: $374M → $444M (+$70.1M)
11% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 38
3% more funds holding
Funds holding: 115 → 118 (+3)
0.96% more ownership
Funds ownership: 42.6% → 43.56% (+0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.88M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.52M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.36M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.31M |
| 5 |
Bank of New York Mellon
New York
|
+$978K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.57M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$1.35M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.18M |
| 4 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$954K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$953K |
NIC Hedge Fund Activity: Q4 2023 in Review
118 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q4 2023, worth a combined $444M — up 19% 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 $444M of Nicolet Bankshares stock for Q4 2023, up 19% 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.