194 hedge funds and large institutions have $2.64B invested in nCino in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.1%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
37
Increased
78
Reduced
52
Closed
39
Calls
$10.4M
Puts
$4.39M
Net Calls
+$6.02M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Asset Management One
151
Asset Management One
Japan
$55K -$50 -2 -0.1%
SWM
152
Spire Wealth Management
Virginia
$50.9K +$18.5K +745 +57%
AAM
153
Advisors Asset Management
Colorado
$49.9K -$29.1K -1,175 -37%
MIM
154
MetLife Investment Management
New Jersey
$49.3K +$99 +4 +0.2%
FHA
155
First Horizon Advisors
Tennessee
$41.2K +$3.62K +146 +10%
GRP
156
Global Retirement Partners
California
$38.5K +$14.8K +656 +63%
QL
157
Quarry LP
New York
$35.7K -$3.69K -149 -9%
Lazard Asset Management
158
Lazard Asset Management
New York
$34K -$266 -11 -0.8%
SAM
159
Shell Asset Management
Netherlands
$28K -$73 -3 -0.3%
Simplex Trading
160
Simplex Trading
Illinois
$25K +$25K +1,017 New
TFP
161
Tilia Fiduciary Partners
North Carolina
$24.8K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$23.1K -$4.39K -177 -16%
AIG
163
American International Group
New York
$19K -$446 -18 -2%
CLOS
164
Compagnie Lombard Odier SCmA
Switzerland
$14.9K
MIFH
165
Migdal Insurance & Financial Holdings
Israel
$13K +$4.64K +202 +55%
BF
166
BOK Financial
Oklahoma
$12.2K +$12.2K +491 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.38K +98 +42%
C
168
Covestor
United Kingdom
$7K -$25 -1 -0.4%
Loomis, Sayles & Company
169
Loomis, Sayles & Company
Massachusetts
$7K +$7K +292 New
AF
170
Allworth Financial
California
$6.07K +$5.68K +229 +1,431%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$5.13K -$595 -24 -10%
PI
172
PineBridge Investments
New York
$4.71K -$1.68M -67,909 -100%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$4.56K
Bessemer Group
174
Bessemer Group
New Jersey
$4K +$4K +167 New
QC
175
Quent Capital
New York
$3.32K