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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 %
PAM
151
Panagora Asset Management
Massachusetts
$109K +$109K +1,635 New
SPIA
152
Steward Partners Investment Advisory
New York
$106K -$4.07K -61 -4%
ED
153
Exane Derivatives
France
$100K +$50K +750 +100%
Walleye Trading
154
Walleye Trading
New York
$89K -$254K -3,784 -74%
Asset Management One
155
Asset Management One
Japan
$88K +$18.5K +279 +27%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$85K -$53.9K -806 -39%
SOADOR
157
State of Alaska Department of Revenue
Alaska
$78K -$20.8K -314 -21%
FHC
158
First Horizon Corporation
Tennessee
$76K +$10K +151 +15%
IA
159
IFP Advisors
Florida
$66K +$66K +990 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$60K +$58K +820 +2,929%
SWM
161
Spire Wealth Management
Virginia
$55K +$55K +822 New
MIFH
162
Migdal Insurance & Financial Holdings
Israel
$53K +$53K +792 New
CLOS
163
Compagnie Lombard Odier SCmA
Switzerland
$40K +$40K +600 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$37K +$35.9K +547 +3,419%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$33K +$19.6K +293 +147%
AWC
166
Abundance Wealth Counselors
Pennsylvania
$33K +$33K +500 New
TRCT
167
Tower Research Capital (TRC)
New York
$27K -$40K -604 -60%
IAIM
168
International Assets Investment Management
Florida
$24K – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$20K -$805 -12 -4%
WP
170
WealthShield Partners
North Carolina
$20K +$20K +300 New
FHA
171
First Horizon Advisors
Tennessee
$15K – – –
EI
172
Ellevest Inc
New York
$12K +$12K +175 New
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$12K +$12K +182 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +164 New
MWP
175
Meridian Wealth Partners
Pennsylvania
$10K +$10K +150 New
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