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378 hedge funds and large institutions have $8.16B invested in Nice in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $429M | Put options by funds: $189M

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

73% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 41

21% more capital invested

Capital invested by funds: $6.77B → $8.16B (+$1.4B)

7% more funds holding

Funds holding: 354378 (+24)

1.34% more ownership

Funds ownership: 62.9%64.24% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

Holders
378
Holders Change
+24
Holders Change %
+6.78%
% of All Funds
5.51%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
71
Increased
134
Reduced
126
Closed
41
Calls
$429M
Puts
$189M
Net Calls
+$241M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$280K -$75.7K -421 -23%
BHC
252
Bowen Hanes & Co
Florida
$279K
AWS
253
Atria Wealth Solutions
New York
$279K -$1.98K -11 -0.8%
BTW
254
Boston Trust Walden
Massachusetts
$275K
SCA
255
Snowden Capital Advisors
New York
$273K -$125K -694 -34%
BRWA
256
B. Riley Wealth Advisors
Florida
$268K -$11.7K -65 -5%
AssetMark Inc
257
AssetMark Inc
California
$260K +$50.4K +280 +27%
Prudential Financial
258
Prudential Financial
New Jersey
$253K +$228K +1,268 New
S
259
SignatureFD
Georgia
$251K +$23.6K +131 +12%
DWT
260
Dorsey & Whitney Trust
South Dakota
$250K -$7.55K -42 -3%
HSBC Holdings
261
HSBC Holdings
United Kingdom
$247K -$1.44K -8 -0.6%
SAM
262
Smartleaf Asset Management
Massachusetts
$242K +$216K +1,203 New
PWA
263
Provenance Wealth Advisors
Florida
$239K
CGL
264
Clarius Group LLC
Washington
$236K -$30.4K -169 -12%
PA
265
Parallel Advisors
California
$233K -$19.6K -109 -9%
FA
266
FDx Advisors
Illinois
$233K +$210K +1,168 New
RJT
267
Raymond James Trust
Florida
$232K +$209K +1,161 New
SFA
268
Sequoia Financial Advisors
Ohio
$231K +$209K +1,160 New
GIA
269
Gladstone Institutional Advisory
Florida
$230K +$208K +1,155 New
NW
270
NewEdge Wealth
Pennsylvania
$226K +$204K +1,134 New
VAS
271
Vestmark Advisory Solutions
Massachusetts
$226K +$204K +1,134 New
RI
272
Redwood Investments
Massachusetts
$222K -$20.5K -114 -9%
CP
273
CenterBook Partners
Connecticut
$220K -$826K -4,594 -81%
JWCA
274
J.W. Coons Advisors
Ohio
$219K +$198K +1,100 New
BFEC
275
Benjamin F. Edwards & Company
Missouri
$212K +$91.2K +507 +92%