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206 hedge funds and large institutions have $2.56B invested in Nice in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

14% more funds holding

Funds holding: 180206 (+26)

11% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $1.78M

1% more capital invested

Capital invested by funds: $2.53B → $2.56B (+$35.4M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.37% less ownership

Funds ownership: 45.32%44.96% (-0.37%)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

Holders
206
Holders Change
+26
Holders Change %
+14.44%
% of All Funds
4.72%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
41
Increased
59
Reduced
61
Closed
15
Calls
$1.98M
Puts
$1.78M
Net Calls
+$197K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
201
Financial Gravity Companies
Texas
$2K +$93 +1 +5%
SPIA
202
Steward Partners Investment Advisory
New York
$2K +$1.4K +15 +115%
FGAM
203
Financial Gravity Asset Management
Texas
$2K +$1.96K +21 New
BWL
204
Bogart Wealth LLC
Virginia
$1K
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$1K +$746 +8 New
SF
206
Synovus Financial
Georgia
$1K +$839 +9 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
-$20M -217,900 Closed
AA
208
AQR Arbitrage
Connecticut
-$4.32M -47,000 Closed
BlackRock
209
BlackRock
New York
-$1.74M -18,943 Closed
PAM
210
Panagora Asset Management
Massachusetts
-$1.37M -14,915 Closed
Bank of Nova Scotia
211
Bank of Nova Scotia
Ontario, Canada
-$1.18M -12,810 Closed
William Blair & Company
212
William Blair & Company
Illinois
-$510K -5,552 Closed
IR
213
Invictus RG
Bermuda
-$408K -4,443 Closed
IH
214
IFC Holdings
Florida
-$349K -3,804 Closed
SW
215
SVB Wealth
Massachusetts
-$237K -2,579 Closed
SG Americas Securities
216
SG Americas Securities
New York
-$145K -1,580 Closed
ZB
217
Zions Bancorporation
Utah
-$64K -697 Closed
STA
218
Summit Trail Advisors
New York
-$42K -453 Closed
SPI
219
Santori & Peters Inc
Pennsylvania
-$13K -157 Closed
AssetMark Inc
220
AssetMark Inc
California
-$5K -53 Closed
ASN
221
Advisory Services Network
Georgia
-$1K -14 Closed

NICE Hedge Fund Activity: Q1 2018 in Review

206 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nice (NICE) for Q1 2018, worth a combined $2.56B — up 1.4% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NICE positions and 15 closed out — a net gain of 26 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was Credit Suisse, adding an estimated $29.6M. The largest seller was Massachusetts Financial Services, cutting an estimated $75M.

  • 206 institutional investors held Nice (NICE) as of Q1 2018, up from 180 in Q4 2017.
  • Funds reported $2.56B of Nice stock for Q1 2018, up 1.4% quarter-over-quarter.
  • 41 funds opened new Nice positions in Q1 2018 and 15 closed out, a net change of +26 holders.
  • The largest Nice buyer in Q1 2018 was Credit Suisse, an estimated $29.6M added.
  • The largest Nice seller in Q1 2018 was Massachusetts Financial Services, an estimated $75M sold.

Based on aggregated 13F filings for Q1 2018.