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227 hedge funds and large institutions have $3.14B invested in Nice in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$271M)

4% more funds holding

Funds holding: 219227 (+8)

0.44% less ownership

Funds ownership: 45.22%44.78% (-0.44%)

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

17% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $12.2M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
5.19%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
66
Reduced
78
Closed
24
Calls
$10.1M
Puts
$12.2M
Net Calls
-$2.12M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$22K
BI
202
Bramshill Investments
Florida
$22K +$21K +188 New
BFC
203
Bedel Financial Consulting
Indiana
$21K
WIM
204
Westside Investment Management
California
$20.5K
CFGS
205
Concourse Financial Group Securities
Alabama
$16K +$16K +143 New
APP
206
Avantax Planning Partners
Iowa
$14K +$13.4K +120 New
AIP
207
Ameritas Investment Partners
Nebraska
$13K
SMFS
208
Squar Milner Financial Services
California
$13K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$11K +$336 +3 +3%
RFA
210
Reilly Financial Advisors
California
$10K
TL
211
TrueWealth LLC
Georgia
$10K
PMFA
212
Plante Moran Financial Advisors
Michigan
$9K -$55.8K -499 -87%
LFA
213
Legacy Financial Advisors
Kentucky
$9K -$1.01K -9 -10%
TPWA
214
TRUE Private Wealth Advisors
Oregon
$8.47K +$8.28K +74 New
SF
215
Synovus Financial
Georgia
$8K +$5.37K +48 +192%
FHA
216
First Horizon Advisors
Tennessee
$7K +$447 +4 +7%
CAW
217
Cornerstone Advisors (Washington)
Washington
$6K
CPIG
218
Chicago Partners Investment Group
Illinois
$5K
APA
219
American Portfolios Advisors
New York
$4.69K
LIA
220
LS Investment Advisors
Michigan
$3K
OWA
221
One Wealth Advisors
California
$3K
DWM
222
Destination Wealth Management
California
$2K +$2.13K +19 New
AC
223
Avestar Capital
New York
$1K +$671 +6 +67%
TNBTD
224
Trustmark National Bank Trust Department
Mississippi
$1K +$1.12K +10 New
AssetMark Inc
225
AssetMark Inc
California
$1K +$1.45K +13 New

NICE Hedge Fund Activity: Q3 2018 in Review

227 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nice (NICE) for Q3 2018, worth a combined $3.14B — up 9.4% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NICE positions and 24 closed out — a net gain of 8 holders — while 66 added to existing stakes and 78 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $50.7M. The largest seller was Massachusetts Financial Services, cutting an estimated $66.1M.

  • 227 institutional investors held Nice (NICE) as of Q3 2018, up from 219 in Q2 2018.
  • Funds reported $3.14B of Nice stock for Q3 2018, up 9.4% quarter-over-quarter.
  • 32 funds opened new Nice positions in Q3 2018 and 24 closed out, a net change of +8 holders.
  • The largest Nice buyer in Q3 2018 was Altshuler Shaham, an estimated $50.7M added.
  • The largest Nice seller in Q3 2018 was Massachusetts Financial Services, an estimated $66.1M sold.

Based on aggregated 13F filings for Q3 2018.