270 hedge funds and large institutions have $3.64B invested in nCino in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
62
Increased
105
Reduced
74
Closed
37
Calls
$41.1M
Puts
$5.56M
Net Calls
+$35.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
226
Corebridge Financial
Texas
$38.4K -$1.36K -43 -3%
GRP
227
Global Retirement Partners
California
$35.2K +$3.41K +108 +11%
Comerica Bank
228
Comerica Bank
Texas
$34.2K +$14K +444 +69%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$33K +$1.39K +44 +4%
FIA
230
FNY Investment Advisers
New York
$31K +$31K +1,000 New
FNWA
231
Financial Network Wealth Advisors
Utah
$29.4K -$3.95K -125 -12%
SAM
232
Shell Asset Management
Netherlands
$24K +$24K +761 New
DIP
233
DT Investment Partners
Pennsylvania
$23.4K +$23.4K +740 New
BCV
234
Banque Cantonale Vaudoise
Switzerland
$19K
FFA
235
Farther Finance Advisors
California
$16.3K +$253 +8 +2%
CA
236
Clearstead Advisors
Ohio
$15.4K
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$14.9K +$2.53K +80 +20%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.63K +51 +14%
AF
239
Allworth Financial
California
$10.1K -$316 -10 -3%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$9.83K +$4.35K +139 +79%
GI
241
GAMMA Investing
California
$8.88K +$2.31K +73 +35%
Russell Investments Group
242
Russell Investments Group
United Kingdom
$8.81K -$445K -14,072 -98%
TAM
243
Tucker Asset Management
Colorado
$8.78K
BTI
244
Blue Trust Inc
Georgia
$7.86K +$5.1K +162 +184%
ATS
245
Ashton Thomas Securities
New York
$7.61K +$7.61K +241 New
WWM
246
Wolff Wiese Magana
California
$6.98K
WTA
247
Washington Trust Advisors
Massachusetts
$6.32K +$1.14K +36 +22%
PTC
248
Private Trust Company
Ohio
$5.18K +$5.18K +164 New
PWMG
249
Private Wealth Management Group
New Jersey
$4.64K
LC
250
Lindbrook Capital
California
$4.58K -$379 -12 -8%