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Nicolet Bankshares
NIC

Overview Fund Activity

122 hedge funds and large institutions have $498M invested in Nicolet Bankshares in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+5
Holders Change %
+4.27%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
41
Closed
7
Calls
$172K
Puts
$60K
Net Calls
+$112K
Net Calls Change
+$79K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$14.1M
2
MFG
2
Merit Financial Group
Georgia
$3.11M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$28.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.04M
2
BlackRock
2
BlackRock
New York
$85.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22M
4
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$4.83M
5
DA
5
Detalus Advisors
Missouri
$853K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$85.1M -$2.44M -28,339 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.7M +$706K +8,213 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.5M +$2.46M +28,638 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$49.1M +$2.45M +28,445 +5%
State Street
5
State Street
Massachusetts
$31.3M +$1.77M +20,571 +6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$28.6M +$2.63M +30,571 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.6M +$861K +10,011 +4%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22M -$1.56M -18,197 -7%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$14.1M +$13.5M +157,566 +2,480%
Northern Trust
10
Northern Trust
Illinois
$11.8M +$28.3K +329 +0.2%
Charles Schwab
11
Charles Schwab
California
$9.7M +$954K +11,096 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.33M -$300K -3,483 -5%
NEWAS
13
N.E.W. Advisory Services
Wisconsin
$4.83M -$1.5M -17,395 -24%
BCM
14
Bridgeway Capital Management
Texas
$4.46M +$211K +2,450 +5%
Goldman Sachs
15
Goldman Sachs
New York
$4.4M -$72.1K -838 -2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$3.9M +$336K +3,905 +9%
NSAM
17
North Star Asset Management
Wisconsin
$3.84M +$137K +1,589 +4%
AR
18
Advisory Research
Illinois
$3.78M +$144K +1,675 +4%
MFG
19
Merit Financial Group
Georgia
$3.11M +$2.85M +35,520 +1,066%
Morgan Stanley
20
Morgan Stanley
New York
$3.04M -$4.48M -52,094 -60%
EF
21
Empowered Funds
Pennsylvania
$2.9M +$211K +2,450 +8%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.8M -$104K -1,206 -4%
Invesco
23
Invesco
Georgia
$2.33M +$342K +3,981 +17%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.33M +$165K +1,918 +8%
ZIM
25
Zacks Investment Management
Illinois
$2.31M +$2.31M +26,882 New
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