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nCino
NCNO

Overview Fund Activity

188 hedge funds and large institutions have $5.57B invested in nCino in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 24 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
89
Reduced
24
Closed
45
Calls
$34.2M
Puts
$32M
Net Calls
+$2.23M
Net Calls Change
+$14.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$224M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$178M
3
HCM
HMI Capital Management
California
+$159M
4
WRCM
Whale Rock Capital Management
Massachusetts
+$89.8M
5
BlackRock
BlackRock
New York
+$61.9M

Top Sellers

1
SI
Salesforce Inc
California
-$219M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$156M
3
IHG
Insight Holdings Group
New York
-$133M
4
A
Accenture
Ireland
-$80.5M
5
TCM
Tybourne Capital Management
Hong Kong
-$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
126
Mid Atlantic Financial Management
Pennsylvania
$362K +$151K +2,268 +72%
Franklin Resources
127
Franklin Resources
California
$335K -$6.08M -91,122 -95%
MCM
128
Moore Capital Management
New York
$334K – – –
LCM
129
Laurion Capital Management
New York
$334K +$334K +5,000 New
Principal Financial Group
130
Principal Financial Group
Iowa
$320K +$320K +4,803 New
PWS
131
Precision Wealth Strategies
Missouri
$308K +$86.1K +1,291 +39%
PWM
132
Perigon Wealth Management
California
$307K +$307K +4,598 New
Federated Hermes
133
Federated Hermes
Pennsylvania
$306K +$47.9K +718 +19%
CG
134
Cutler Group
California
$293K +$277K +4,164 +1,779%
Deutsche Bank
135
Deutsche Bank
Germany
$285K -$89K -1,335 -24%
Cerity Partners
136
Cerity Partners
New York
$267K +$267K +4,000 New
APA
137
American Portfolios Advisors
New York
$265K +$164K +2,465 +164%
X
138
Xponance
Pennsylvania
$263K +$263K +3,945 New
PRC
139
Pearl River Capital
Michigan
$252K +$55.9K +838 +29%
NAM
140
NTV Asset Management
West Virginia
$244K +$26.7K +400 +12%
William Blair & Company
141
William Blair & Company
Illinois
$236K +$236K +3,531 New
MSRPS
142
Maryland State Retirement & Pension System
Maryland
$236K +$236K +3,531 New
BRWM
143
B. Riley Wealth Management
Tennessee
$234K +$234K +3,500 New
VAS
144
Vestmark Advisory Solutions
Massachusetts
$230K -$8.15K -122 -3%
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$225K +$225K +3,366 New
EPA
146
Element Pointe Advisors
Florida
$221K +$221K +3,320 New
FBT
147
First Bank & Trust
South Dakota
$215K +$86.9K +1,303 +68%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$196K +$131K +1,965 +202%
PA
149
Parallel Advisors
California
$183K +$79.1K +1,184 +76%
Russell Investments Group
150
Russell Investments Group
United Kingdom
$117K +$117K +1,774 New
4 5
6
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