198 hedge funds and large institutions have $4.1B invested in nCino in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
54
Increased
87
Reduced
40
Closed
54
Calls
$59.1M
Puts
$22.3M
Net Calls
+$36.8M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
YC
151
Yarbrough Capital
Tennessee
$236K +$40.7K +994 +21%
P
152
&Partners
Tennessee
$235K -$98.6K -2,410 -30%
PWM
153
Perigon Wealth Management
California
$234K +$11.3K +276 +5%
Principal Financial Group
154
Principal Financial Group
Iowa
$226K -$22.6K -552 -9%
NAM
155
NorthCrest Asset Manangement
Minnesota
$220K +$220K +5,360 New
SAM
156
SignalPoint Asset Management
Missouri
$201K -$820 -20 -0.4%
Lazard Asset Management
157
Lazard Asset Management
New York
$197K +$159K +3,885 +414%
PA
158
Parallel Advisors
California
$149K +$2.03K +47 +1%
MIM
159
MetLife Investment Management
New Jersey
$149K +$149K +3,630 New
SPIA
160
Steward Partners Investment Advisory
New York
$144K +$35.2K +858 +32%
AAM
161
Advisors Asset Management
Colorado
$141K +$45.7K +1,111 +48%
HCA
162
Harbor Capital Advisors
Illinois
$137K +$137K +3,336 New
APA
163
American Portfolios Advisors
New York
$128K +$2.5K +61 +2%
Group One Trading
164
Group One Trading
Illinois
$107K +$107K +2,609 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$72K +$59.8K +1,454 +488%
Asset Management One
166
Asset Management One
Japan
$61K +$11.2K +277 +22%
SAM
167
Shell Asset Management
Netherlands
$59K -$8.7K -212 -13%
PFS
168
Prospera Financial Services
Texas
$45K +$45K +1,097 New
AIG
169
American International Group
New York
$44K
FHA
170
First Horizon Advisors
Tennessee
$42K -$18.4K -450 -30%
TFP
171
Tilia Fiduciary Partners
North Carolina
$39K +$39K +952 New
MIFH
172
Migdal Insurance & Financial Holdings
Israel
$26K +$5.95K +141 +30%
WWM
173
Wolff Wiese Magana
California
$23K
GRP
174
Global Retirement Partners
California
$23K +$23K +774 New
ODG
175
O'Dell Group
Ohio
$21K