NI Holdings
NODK
52 hedge funds and large institutions have $71.8M invested in NI Holdings in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
10% more capital invested
Capital invested by funds: $65M → $71.8M (+$6.78M)
2% more funds holding
Funds holding: 51 → 52 (+1)
0.75% less ownership
Funds ownership: 23.74% → 22.98% (-0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$427K |
| 2 |
NM
Newtyn Management
New York
|
+$396K |
| 3 |
AAMC
Asset Allocation & Management Company
Chicago,
Illinois
|
+$294K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$140K |
| 5 |
Goldman Sachs
New York
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCP
Jennifer C. Price
|
-$1.66M |
| 2 |
SIM
SW Investment Management
Telluride,
Colorado
|
-$779K |
| 3 |
TG
TCW Group
Los Angeles,
California
|
-$548K |
| 4 |
JGC
J. Goldman & Co
New York
|
-$360K |
| 5 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Russell Investments Group
London,
United Kingdom
| $713 | – | – | – |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $282 | -$490 | -36 | -65% |
|
|
SIM
53
SW Investment Management
Telluride,
Colorado
| – | -$779K | -59,911 | Closed |
|
54
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$69.6K | -5,357 | Closed |
|
NODK Hedge Fund Activity: Q2 2023 in Review
52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NI Holdings (NODK) for Q2 2023, worth a combined $71.8M — up 10% from $65M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NODK positions and 3 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, adding an estimated $427K. The largest seller was Jennifer C. Price, cutting an estimated $1.66M.
- 52 institutional investors held NI Holdings (NODK) as of Q2 2023, up from 51 in Q1 2023.
- Funds reported $71.8M of NI Holdings stock for Q2 2023, up 10% quarter-over-quarter.
- 4 funds opened new NI Holdings positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest NI Holdings buyer in Q2 2023 was BlackRock, an estimated $427K added.
- The largest NI Holdings seller in Q2 2023 was Jennifer C. Price, an estimated $1.66M sold.
Based on aggregated 13F filings for Q2 2023.