196 hedge funds and large institutions have $2.73B invested in nCino in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
3.16%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
38
Increased
75
Reduced
60
Closed
38
Calls
$30.7M
Puts
$12.7M
Net Calls
+$17.9M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
151
UBS Group
Switzerland
$73.3K +$25.5K +964 +53%
Asset Management One
152
Asset Management One
Japan
$57.7K +$15.7K +603 +37%
MIM
153
MetLife Investment Management
New Jersey
$52.5K -$423 -16 -0.8%
QL
154
Quarry LP
New York
$42.1K +$42.1K +1,591 New
FHA
155
First Horizon Advisors
Tennessee
$40.1K +$1.88K +71 +5%
Lazard Asset Management
156
Lazard Asset Management
New York
$37K -$7.3K -279 -16%
SOW
157
State of Wyoming
Wyoming
$35.7K +$12.9K +489 +57%
SWM
158
Spire Wealth Management
Virginia
$35K
SAM
159
Shell Asset Management
Netherlands
$30K -$3.74K -143 -11%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$29.3K -$39.7K -1,503 -58%
NA
161
NewEdge Advisors
Louisiana
$28.4K +$28.4K +1,075 New
GRP
162
Global Retirement Partners
California
$27.7K +$7.27K +275 +36%
TFP
163
Tilia Fiduciary Partners
North Carolina
$26.5K +$1.32K +50 +5%
AIG
164
American International Group
New York
$20.8K -$449 -17 -2%
CLOS
165
Compagnie Lombard Odier SCmA
Switzerland
$16K
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$9K
C
167
Covestor
United Kingdom
$7K +$51 +2 +0.7%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$6.11K -$1.72K -65 -22%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$6K -$8.57K -330 -59%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$4.87K -$1.72K -65 -26%
QC
171
Quent Capital
New York
$3.54K +$3.41K +129 +2,580%
EI
172
Ellevest Inc
New York
$3.04K +$3.04K +115 New
IGWM
173
ICA Group Wealth Management
Colorado
$2.64K +$2.64K +100 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$2.17K +$2.17K +82 New
CBT
175
Central Bank & Trust
Kentucky
$2.14K