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nCino
NCNO

Overview Fund Activity

247 hedge funds and large institutions have $3.54B invested in nCino in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 122 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+21
Holders Change %
+9.29%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
55
Increased
122
Reduced
51
Closed
30
Calls
$44.2M
Puts
$7.14M
Net Calls
+$37M
Net Calls Change
-$14.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$60.5M
2
ACL
Azora Capital LP
Florida
$73.7M
3
LPP
Long Path Partners
Connecticut
$81.5M
4
Capital International Investors
Capital International Investors
California
$93.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$266M

Top Sellers

1
IHG
Insight Holdings Group
New York
$787M
2
DIG
Dragoneer Investment Group
California
$0
3
MG
Meritage Group
California
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
226
Jones Financial Companies
Missouri
$5.5K +$5.5K +175 New
WTA
227
Washington Trust Advisors
Massachusetts
$5.16K +$5.16K +164 New
LC
228
Lindbrook Capital
California
$4.94K +$2.27K +72 +85%
ADL
229
Asset Dedication LLC
California
$4.88K +$4.88K +155 New
PWMG
230
Private Wealth Management Group
New Jersey
$4.62K -$1.92K -61 -29%
QC
231
Quent Capital
New York
$4.31K – – –
VWM
232
Venturi Wealth Management
Texas
$4.12K +$598 +19 +17%
BTI
233
Blue Trust Inc
Georgia
$3.29K +$3.29K +88 New
BIA
234
Bell Investment Advisors
California
$3.21K – – –
BAM
235
Bellevue Asset Management
Washington
$1.95K +$1.95K +62 New
IC
236
Innealta Capital
Texas
$1.7K +$1.7K +54 New
MFG
237
Mendota Financial Group
Wisconsin
$1.57K – – –
HI
238
Harbour Investments
Wisconsin
$1.57K +$629 +20 +67%
QCG
239
Quadrant Capital Group
Ohio
$850 +$661 +21 +350%
BWL
240
Bogart Wealth LLC
Virginia
$786 – – –
EWA
241
EverSource Wealth Advisors
Alabama
$360 -$229 -7 -39%
IAIM
242
International Assets Investment Management
Florida
$346 +$346 +11 New
CA
243
CoreCap Advisors
Michigan
$346 +$346 +11 New
JWA
244
JFS Wealth Advisors
Pennsylvania
$189 -$315 -10 -63%
MCM
245
MV Capital Management
Maryland
$126 +$126 +4 New
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$95 -$63 -2 -40%
SIC
247
SJS Investment Consulting
Ohio
$95 -$32 -1 -25%
DIG
248
Dragoneer Investment Group
California
– -$66.2M -1,771,454 Closed
MG
249
Meritage Group
California
– -$65.5M -1,750,954 Closed
Marshall Wace
250
Marshall Wace
United Kingdom
– -$7.69M -205,845 Closed
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