226 hedge funds and large institutions have $4.05B invested in nCino in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+18
Holders Change %
+8.65%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
51
Increased
87
Reduced
63
Closed
31
Calls
$56.3M
Puts
$5.03M
Net Calls
+$51.3M
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
251
ICA Group Wealth Management
Colorado
-$3.36K -100 Closed
PTC
252
Private Trust Company
Ohio
-$3.13K -93 Closed
ODG
253
O'Dell Group
Ohio
-$2.25K -67 Closed
GI
254
Gradient Investments
Minnesota
-$1.78K -53 Closed
FWM
255
Focused Wealth Management
New York
-$1.68K -50 Closed
BTI
256
Blue Trust Inc
Georgia
-$1K -26 Closed
AF
257
Advisornet Financial
Minnesota
-$202 -6 Closed