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nCino
NCNO

Overview Fund Activity

198 hedge funds and large institutions have $3.21B invested in nCino in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+4
Holders Change %
+2.06%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
36
Increased
56
Reduced
68
Closed
31
Calls
$34.9M
Puts
$9.19M
Net Calls
+$25.7M
Net Calls Change
+$19.7M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$37.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$240M
3
ACL
3
Azora Capital LP
Florida
$15.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$210M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$33.2M
5
WP
5
Woodline Partners
California
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
151
Level Four Advisory Services
Texas
$205K +$205K +6,804 New
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$201K +$201K +6,669 New
Walleye Trading
153
Walleye Trading
New York
$171K -$133K -4,407 -44%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$150K -$12K -635 -7%
SPIA
155
Steward Partners Investment Advisory
New York
$146K -$36.1K -1,200 -20%
Deutsche Bank
156
Deutsche Bank
Germany
$130K -$32.6K -1,083 -20%
PA
157
Parallel Advisors
California
$108K +$452 +15 +0.4%
TRCT
158
Tower Research Capital (TRC)
New York
$91K -$321K -10,662 -78%
SOW
159
State of Wyoming
Wyoming
$68.3K -$17.4K -579 -20%
SWM
160
Spire Wealth Management
Virginia
$61.9K – – –
FHA
161
First Horizon Advisors
Tennessee
$58.5K +$8.4K +279 +17%
Asset Management One
162
Asset Management One
Japan
$54.8K -$12.1K -401 -18%
AAM
163
Advisors Asset Management
Colorado
$53.1K -$7.56K -251 -12%
GRP
164
Global Retirement Partners
California
$51.4K – – –
MIM
165
MetLife Investment Management
New Jersey
$49.4K -$10.6K -352 -18%
Lazard Asset Management
166
Lazard Asset Management
New York
$42K – – –
SAM
167
Shell Asset Management
Netherlands
$34K -$209 -7 -0.6%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$31.8K +$3.8K +126 +14%
TFP
169
Tilia Fiduciary Partners
North Carolina
$30.2K – – –
AIG
170
American International Group
New York
$20.5K -$2.59K -86 -11%
CLOS
171
Compagnie Lombard Odier SCmA
Switzerland
$18.1K – – –
Bessemer Group
172
Bessemer Group
New Jersey
$17K +$11.8K +384 +230%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$14.3K +$8.1K +269 +130%
MIFH
174
Migdal Insurance & Financial Holdings
Israel
$8K -$8.65K -294 -52%
C
175
Covestor
United Kingdom
$8K -$59 -2 -0.7%
5 6
7
8 9