NCNO icon

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 %
WWM
251
Wolff Wiese Magana
California
$7.42K – – –
TAM
252
Tucker Asset Management
Colorado
$7.19K -$2.15K -64 -23%
WTA
253
Washington Trust Advisors
Massachusetts
$6.72K – – –
PTC
254
Private Trust Company
Ohio
$6.55K +$1.04K +31 +19%
VWM
255
Venturi Wealth Management
Texas
$5.88K +$1.95K +58 +50%
PWMG
256
Private Wealth Management Group
New Jersey
$4.94K – – –
QC
257
Quent Capital
New York
$4.6K – – –
BIA
258
Bell Investment Advisors
California
$3.43K – – –
EWA
259
EverSource Wealth Advisors
Alabama
$3.43K +$3.06K +91 +827%
LC
260
Lindbrook Capital
California
$2.85K -$2.02K -60 -41%
PS
261
Principal Securities
Iowa
$2.69K -$336 -10 -11%
BAM
262
Bellevue Asset Management
Washington
$2.55K – – –
UB
263
UMB Bank
Missouri
$2.05K – – –
HI
264
Harbour Investments
Wisconsin
$1.68K – – –
MCM
265
MAI Capital Management
Ohio
$1.61K +$1.61K +48 New
BIG
266
Brooklyn Investment Group
New York
$1.41K – – –
CA
267
CoreCap Advisors
Michigan
$672 +$672 +20 New
IA
268
IFP Advisors
Florida
$571 – – –
LFG
269
Larson Financial Group
Missouri
$504 +$437 +13 +650%
WA
270
Whipplewood Advisors
Colorado
$437 +$437 +13 New
JWA
271
JFS Wealth Advisors
Pennsylvania
$236 +$34 +1 +17%
DPW
272
DiNuzzo Private Wealth
Pennsylvania
$236 +$135 +4 +133%
SIC
273
SJS Investment Consulting
Ohio
$236 +$135 +4 +133%
QCG
274
Quadrant Capital Group
Ohio
$202 – – –
MCM
275
MV Capital Management
Maryland
$101 – – –
9 10
11
12 13