Nicolet Bankshares
140 hedge funds and large institutions have $581M invested in Nicolet Bankshares in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.
222% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 9
47% more call options, than puts
Call options by funds: $421K | Put options by funds: $286K
19% more capital invested
Capital invested by funds: $490M → $581M (+$91.1M)
17% more funds holding
Funds holding: 120 → 140 (+20)
3% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 39
0.67% more ownership
Funds ownership: 45.44% → 46.11% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.23M |
| 2 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$4.34M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.03M |
| 4 |
Morgan Stanley
New York
|
+$2.63M |
| 5 |
Goldman Sachs
New York
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$5.97M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$4.52M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$3.01M |
| 4 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$1.43M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$1.25M |
NIC Hedge Fund Activity: Q3 2024 in Review
140 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q3 2024, worth a combined $581M — up 19% from $490M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new NIC positions and 9 closed out — a net gain of 20 holders — while 40 added to existing stakes and 39 trimmed.
The largest buyer was BlackRock, adding an estimated $5.23M. The largest seller was Janus Henderson Group, cutting an estimated $5.97M.
- 140 institutional investors held Nicolet Bankshares (NIC) as of Q3 2024, up from 120 in Q2 2024.
- Funds reported $581M of Nicolet Bankshares stock for Q3 2024, up 19% quarter-over-quarter.
- 29 funds opened new Nicolet Bankshares positions in Q3 2024 and 9 closed out, a net change of +20 holders.
- The largest Nicolet Bankshares buyer in Q3 2024 was BlackRock, an estimated $5.23M added.
- The largest Nicolet Bankshares seller in Q3 2024 was Janus Henderson Group, an estimated $5.97M sold.
Based on aggregated 13F filings for Q3 2024.