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nCino
NCNO

Overview Fund Activity

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

Top Buyers

1
SEP
Soma Equity Partners
California
+$95.9M
2
Capital International Investors
Capital International Investors
California
+$60.7M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$41.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
DG
Daventry Group
New York
+$18.1M

Top Sellers

1
DIG
Dragoneer Investment Group
California
-$107M
2
HCM
HMI Capital Management
California
-$54.3M
3
JCAM
Jericho Capital Asset Management
New York
-$37M
4
BCM
Brown Capital Management
Maryland
-$36.3M
5
WP
Woodline Partners
California
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
126
Baker Tilly Wealth Management
Wisconsin
$687K +$13.3K +355 +2%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$644K +$194K +5,178 +43%
FC
128
FORA Capital
Florida
$620K +$620K +16,587 New
SA
129
SpiderRock Advisors
Delaware
$600K +$600K +20,088 New
UBS Group
130
UBS Group
Switzerland
$596K -$602K -16,118 -50%
CIC
131
Cornercap Investment Counsel
Georgia
$579K – – –
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$556K -$14.7K -392 -3%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$531K -$18.1K -484 -3%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$527K +$519K +13,894 +6,947%
EA
135
Ellsworth Advisors
Ohio
$527K +$527K +16,368 New
ASRS
136
Arizona State Retirement System
Arizona
$523K -$7.96K -213 -1%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$498K +$244K +6,534 +96%
AWAU
138
Alliance Wealth Advisors (Utah)
Utah
$497K -$5.05K -135 -1%
CSS
139
Cubist Systematic Strategies
Connecticut
$479K +$479K +12,802 New
HighTower Advisors
140
HighTower Advisors
Illinois
$467K +$467K +12,532 New
MIIM
141
Mesirow Institutional Investment Management
Illinois
$464K +$26.9K +719 +6%
PWS
142
Precision Wealth Strategies
Missouri
$445K +$30.2K +809 +7%
PTC
143
Petrus Trust Company
Texas
$444K +$169K +4,530 +62%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$437K – – –
DIM
145
DC Investments Management
Virginia
$431K – – –
KIA
146
KLR Investment Advisors
Rhode Island
$417K +$32.6K +1,100 +8%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$397K -$182K -4,866 -31%
PFM
148
Premier Fund Managers
United Kingdom
$388K +$97.4K +2,711 +34%
VOYA Investment Management
149
VOYA Investment Management
Georgia
$387K -$13.3K -356 -3%
SWS
150
SYSTM Wealth Solutions
Illinois
$383K +$383K +10,234 New
4 5
6
7 8