The cluster is dominated by active managers on both sides, with quant funds (Point72, Millennium) and value-oriented asset managers (Meitav, Arrowstreet) buying, while two large holders (Swedbank, UBS AM) substantially reduced. Monitor upcoming earnings for catalyst validation or further divergence.
Executive Summary
A mixed institutional cluster in NICE Ltd. during Q2 2026 shows 22 buyers accumulating $153.7M in net new positions, led by Meitav Investment House ($56.1M new), Arrowstreet Capital ($27.5M added), and Susquehanna ($23.0M added), while 29 sellers reduced holdings by $73.6M, led by Swedbank's near-exit ($38.7M sold) and UBS AM trimming $27.5M. The net buying of $80.1M suggests active managers see value, but the large seller count and 45-day reporting lag temper conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $80.1M
▲ Buyers (22)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Meitav Investment House | NEW | +0% | $56.1M | $56.1M |
| Arrowstreet Capital, Limited Partnership | DOUBLED | +232.6% | $43.4M | $27.5M |
| Susquehanna International Group | DOUBLED | +665.6% | $27.3M | $23.0M |
| New York State Common Retirement Fund | DOUBLED | +206.2% | $24.5M | $14.8M |
| Point72 | NEW | +0% | $11.6M | $11.6M |
| Millennium | DOUBLED | +202.3% | $11.5M | $6.9M |
| Walleye Trading | DOUBLED | +438.7% | $9.9M | $7.7M |
| Bnp Paribas Financial Markets | DOUBLED | +183.5% | $8.9M | $5.1M |
▼ Sellers (29)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Swedbank Ab | NEAR_EXIT | -91.9% | $41.4M | -$38.7M |
| Ubs Am, A Distinct Business Unit Of Ubs Asset | TRIM | -25.5% | $71.1M | -$27.5M |
| Russell Investments Group | TRIM | -46.6% | $4.5M | -$2.5M |
| Imc-Chicago | TRIM | -53.4% | $2.3M | -$1.4M |
| JPMorgan | TRIM | -26.4% | $3.1M | -$1.2M |
| Private Advisor Group | TRIM | -32.8% | $2.6M | -$1.2M |
Key Facts
- 22 institutional buyers added $153.7M in net new positions during Q2 2026
- 29 institutional sellers reduced holdings by $73.6M
- Meitav Investment House established a new $56.1M position (617.8K shares)
- Arrowstreet Capital doubled its position, adding $27.5M to reach $43.4M
- Susquehanna International Group increased holdings by 665.6%, adding $23.0M
- Point72 and Millennium both initiated or doubled positions, adding $11.6M and $6.9M respectively
- Swedbank nearly exited, selling $38.7M of its $41.4M position
- UBS AM trimmed 25.5%, selling $27.5M worth of shares
- Net aggregate buying was $80.1M ($153.7M bought vs $73.6M sold)
Financial Impact
Net institutional buying of $80.1M during Q2 2026, with total buyer holdings of $197.4M and seller holdings reduced by $73.6M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- 29 sellers vs 22 buyers suggests significant disagreement among institutions
- Swedbank's near-total exit and UBS AM's large trim could signal fundamental concerns
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-NICE-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 19d ago | 6-K | $116.42 | awaiting T+60 | — | — |
Sep 22, 2026 4w ago | Institutional Cluster | $118.29 | awaiting T+60 | — | — |
Sep 9, 2026 6w ago | 6-K | $98.87 | awaiting T+60 | — | — |
Aug 6, 2026 11w ago | 6-K | $97.11 | awaiting T+60 | — | — |
Aug 5, 2026 11w ago | 6-K | $99.35 | awaiting T+60 | — | — |
Jul 8, 2026 15w ago | 6-K | $96.80 $111.27 | ▲ +14.95% | ▲ +12.64% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $116.38 $94.16 | ▼ −19.09% | ▼ −28.42% | — |
US Market Status
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