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nCino
NCNO

Overview Fund Activity

194 hedge funds and large institutions have $2.64B invested in nCino in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.1%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
37
Increased
78
Reduced
52
Closed
39
Calls
$10.4M
Puts
$4.39M
Net Calls
+$6.02M
Net Calls Change
-$11.9M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$181M
2
MG
2
Meritage Group
California
$42.2M
3
DIG
3
Dragoneer Investment Group
California
$202M
4
KC
4
Keenan Capital
California
$49.3M
5
HCM
5
HMI Capital Management
California
$202M

Top Sellers

1
PEP
1
Providence Equity Partners
Rhode Island
$0
2
Ameriprise
2
Ameriprise
Minnesota
$17.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$42.5M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$1.4M +$1.4M +56,469 New
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1.4M +$132K +5,318 +10%
BCI
78
Brinker Capital Investments
Pennsylvania
$1.37M -$127K -5,118 -8%
OPS
79
Orion Portfolio Solutions
Nebraska
$1.37M +$1.37M +55,114 New
FAM
80
Fred Alger Management
New York
$1.24M +$870K +35,126 +236%
CS
81
Credit Suisse
Switzerland
$1.23M -$22.4K -903 -2%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$1.2M +$474K +19,142 +65%
S
83
SignatureFD
Georgia
$1.17M -$81.4K -3,284 -7%
BAM
84
Bullseye Asset Management
Colorado
$1.06M – – –
AI
85
Atria Investments
North Carolina
$1.04M +$1.04M +42,077 New
BFA
86
Bragg Financial Advisors
North Carolina
$1M -$207K -8,360 -17%
QT
87
Quantbot Technologies
New York
$974K +$974K +39,325 New
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$916K +$916K +36,956 New
Goldman Sachs
89
Goldman Sachs
New York
$898K -$5.35M -215,727 -86%
SLG
90
Stanley-Laman Group
Pennsylvania
$858K -$161K -6,484 -16%
US Bancorp
91
US Bancorp
Minnesota
$824K +$212K +8,558 +35%
AllianceBernstein
92
AllianceBernstein
Tennessee
$776K -$64.2K -2,589 -8%
Truist Financial
93
Truist Financial
North Carolina
$760K +$20.5K +828 +3%
Treasurer of the State of North Carolina
94
Treasurer of the State of North Carolina
North Carolina
$754K +$5.2K +210 +0.7%
Millennium Management
95
Millennium Management
New York
$733K +$733K +29,589 New
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$724K – – –
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$678K +$189K +7,620 +39%
GEM
98
Global Endowment Management
North Carolina
$649K +$649K +26,200 New
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$647K +$333K +13,423 +106%
OTL
100
Oak Thistle LLC
New York
$574K +$574K +23,161 New
2 3
4
5 6