208 hedge funds and large institutions have $3.62B invested in nCino in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+12
Holders Change %
+6.12%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
35
Increased
71
Reduced
83
Closed
21
Calls
$52.2M
Puts
$9.72M
Net Calls
+$42.5M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
151
Petrus Trust Company
Texas
$247K +$247K +7,348 New
SC
152
Sepio Capital
Utah
$243K
RJFSA
153
Raymond James Financial Services Advisors
Florida
$228K +$228K +6,790 New
Mariner
154
Mariner
Kansas
$225K -$135K -4,010 -38%
Nomura Holdings
155
Nomura Holdings
Japan
$211K +$211K +6,287 New
EC
156
EntryPoint Capital
New York
$208K +$208K +6,183 New
SOW
157
State of Wyoming
Wyoming
$176K +$22.6K +672 +15%
ASN
158
Advisory Services Network
Georgia
$171K +$171K +5,077 New
SPIA
159
Steward Partners Investment Advisory
New York
$158K
Deutsche Bank
160
Deutsche Bank
Germany
$145K
PI
161
PEAK6 Investments
Illinois
$134K -$49.8K -1,482 -27%
SAM
162
Smartleaf Asset Management
Massachusetts
$133K +$133K +3,902 New
PA
163
Parallel Advisors
California
$119K -$370 -11 -0.3%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$111K -$8.48K -252 -7%
TRCT
165
Tower Research Capital (TRC)
New York
$104K -$66.5K -1,977 -39%
FHA
166
First Horizon Advisors
Tennessee
$74.4K +$8.14K +242 +12%
C
167
Covestor
United Kingdom
$71K +$61.9K +1,839 +676%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$69K +$24.2K +719 +54%
Asset Management One
169
Asset Management One
Japan
$64.3K +$6.8K +199 +12%
Lazard Asset Management
170
Lazard Asset Management
New York
$61K +$5.01K +151 +9%
MIM
171
MetLife Investment Management
New Jersey
$54.2K -$975 -29 -2%
GRP
172
Global Retirement Partners
California
$42.9K -$23.6K -682 -35%
AAM
173
Advisors Asset Management
Colorado
$34.5K -$11.4K -339 -25%
SAM
174
Shell Asset Management
Netherlands
$29K -$9.49K -280 -25%
SL
175
Salomon & Ludwin
Virginia
$26.5K