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nCino
NCNO

Overview Fund Activity

278 hedge funds and large institutions have $4B invested in nCino in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 102 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+8
Holders Change %
+2.96%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
59
Increased
102
Reduced
94
Closed
44
Calls
$31M
Puts
$5.21M
Net Calls
+$25.8M
Net Calls Change
-$9.72M

Top Buyers

1
WA
Wasatch Advisors
Utah
$207M
2
Invesco
Invesco
Georgia
$87.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$81.3M
4
CCA
Conestoga Capital Advisors
Pennsylvania
$70.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$109M

Top Sellers

1
IHG
Insight Holdings Group
New York
$152M
2
ACL
Azora Capital LP
Florida
$0
3
HCM
HMI Capital Management
California
$227M
4
UI
Untitled Investments
New York
$9.26M
5
Bank of America
Bank of America
North Carolina
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
226
Acadian Asset Management
Massachusetts
$110K -$404K -12,111 -79%
AIP
227
Arrowpoint Investment Partners
Singapore
$97.6K +$97.6K +2,907 New
FHA
228
First Horizon Advisors
Tennessee
$80.1K -$13.4K -399 -14%
Asset Management One
229
Asset Management One
Japan
$78.5K +$11.1K +323 +17%
C
230
Covestor
United Kingdom
$63K -$10.9K -324 -15%
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.3K +$57.3K +1,684 New
Osaic Holdings
232
Osaic Holdings
Arizona
$51.9K -$94K -2,800 -64%
CL
233
CSS LLC
Illinois
$50K +$50K +1,490 New
CF
234
Corebridge Financial
Texas
$39.4K -$1.41K -42 -3%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$38.9K +$3.89K +116 +11%
HNB
236
Hilltop National Bank
Wyoming
$37.4K +$37.4K +1,115 New
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$36.5K +$36.5K +1,087 New
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$33.6K +$33.6K +1,002 New
GRP
239
Global Retirement Partners
California
$28.6K -$8.76K -261 -23%
SAM
240
Shell Asset Management
Netherlands
$26K – – –
Q1WB
241
Quest 10 Wealth Builders
Virginia
$22.6K +$22.6K +673 New
HNB
242
Huntington National Bank
Ohio
$19K +$19K +565 New
FFA
243
Farther Finance Advisors
California
$17.1K -$269 -8 -2%
CA
244
Clearstead Advisors
Ohio
$16.4K – – –
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$15K +$1.19K +35 +9%
Mirae Asset Global Investments
246
Mirae Asset Global Investments
South Korea
$13.5K -$2.38K -71 -15%
GI
247
GAMMA Investing
California
$11.4K +$1.98K +59 +21%
SSG
248
Summit Securities Group
New York
$11.2K +$11.2K +333 New
A
249
AlphaQuest
New York
$8.83K -$838K -24,968 -99%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$7.59K -$2.96K -88 -28%
8 9
10
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