NI Holdings
NODK
48 hedge funds and large institutions have $57.7M invested in NI Holdings in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 5 closing their positions.
1.5% less ownership
Funds ownership: 22.98% → 21.48% (-1.5%)
8% less funds holding
Funds holding: 52 → 48 (-4)
20% less capital invested
Capital invested by funds: $71.8M → $57.7M (-$14.1M)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$776K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$162K |
| 3 |
NM
Newtyn Management
New York
|
+$133K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$133K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$66.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCP
Jennifer C. Price
|
-$2.95M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$1.34M |
| 3 |
JGC
J. Goldman & Co
New York
|
-$914K |
| 4 |
AAMC
Asset Allocation & Management Company
Chicago,
Illinois
|
-$321K |
| 5 |
BlackRock
New York
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
51
ICA Group Wealth Management
Denver,
Colorado
| – | -$7.42K | -500 | Closed |
|
|
CSC
52
Caldwell Sutter Capital
Sausalito,
California
| – | -$3.71K | -250 | Closed |
|
53
Osaic Holdings
Scottsdale,
Arizona
| – | -$282 | -19 | Closed |
|
NODK Hedge Fund Activity: Q3 2023 in Review
48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NI Holdings (NODK) for Q3 2023, worth a combined $57.7M — down 20% from $71.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NODK and 1 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 14 added.
The largest buyer was M3F Inc, adding an estimated $776K. The largest seller was Jennifer C. Price, cutting an estimated $2.95M.
- 48 institutional investors held NI Holdings (NODK) as of Q3 2023, down from 52 in Q2 2023.
- Funds reported $57.7M of NI Holdings stock for Q3 2023, down 20% quarter-over-quarter.
- 1 fund opened new NI Holdings positions in Q3 2023 and 5 closed out, a net change of -4 holders.
- The largest NI Holdings buyer in Q3 2023 was M3F Inc, an estimated $776K added.
- The largest NI Holdings seller in Q3 2023 was Jennifer C. Price, an estimated $2.95M sold.
Based on aggregated 13F filings for Q3 2023.