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373 hedge funds and large institutions have $9.56B invested in Nice in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 167 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 87

56% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 36

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

39% more call options, than puts

Call options by funds: $242M | Put options by funds: $175M

22% more capital invested

Capital invested by funds: $7.81B → $9.56B (+$1.75B)

4% more funds holding

Funds holding: 359373 (+14)

1.86% more ownership

Funds ownership: 63.98%65.84% (+1.9%)

Holders
373
Holders Change
+14
Holders Change %
+3.9%
% of All Funds
5.94%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
56
Increased
167
Reduced
87
Closed
36
Calls
$242M
Puts
$175M
Net Calls
+$67.3M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
276
Consolidated Portfolio Review Corp
New York
$209K +$192K +915 New
BPA
277
Beacon Pointe Advisors
California
$203K +$186K +888 New
EP
278
Edgestream Partners
New Jersey
$201K -$2.78M -13,230 -94%
AssetMark Inc
279
AssetMark Inc
California
$192K +$98.3K +468 +126%
QCG
280
Quadrant Capital Group
Ohio
$184K -$18.5K -88 -10%
ACA
281
Atlas Capital Advisors
Wyoming
$181K
ST
282
Smithfield Trust
Pennsylvania
$157K
SWM
283
Spire Wealth Management
Virginia
$149K +$49.6K +236 +57%
GBT
284
Grove Bank & Trust
Florida
$135K +$5.04K +24 +4%
TWC
285
TD Waterhouse Canada
Ontario, Canada
$135K
WTC
286
WhitTier Trust Company
Nevada
$133K +$69.5K +331 +131%
IWP
287
Icon Wealth Partners
Texas
$131K +$120K +572 New
HCP
288
Hexagon Capital Partners
Arkansas
$130K -$2.73K -13 -2%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$127K +$10.5K +50 +10%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$120K +$3.15K +15 +3%
Pacer Advisors
291
Pacer Advisors
Pennsylvania
$114K +$3.15K +15 +3%
JWM
292
Janiczek Wealth Management
Colorado
$112K +$5.46K +26 +6%
SOW
293
State of Wyoming
Wyoming
$109K -$261K -1,242 -72%
GRP
294
Global Retirement Partners
California
$91.7K +$26.9K +128 +36%
FP
295
Financial Perspectives
Minnesota
$90.5K
CFGS
296
Concourse Financial Group Securities
Alabama
$85.1K +$8.4K +40 +12%
HIA
297
Harbor Investment Advisory
Maryland
$75.8K
PTC
298
Private Trust Company
Ohio
$74.4K +$1.47K +7 +2%
Loomis, Sayles & Company
299
Loomis, Sayles & Company
Massachusetts
$63K
EWM
300
Endurance Wealth Management
Rhode Island
$52K