270 hedge funds and large institutions have $3.64B invested in nCino in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
62
Increased
105
Reduced
74
Closed
37
Calls
$41.1M
Puts
$5.56M
Net Calls
+$35.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
Man Group
151
Man Group
United Kingdom
$604K +$604K +19,107 New
Verition Fund Management
152
Verition Fund Management
Connecticut
$594K +$594K +18,810 New
First Trust Advisors
153
First Trust Advisors
Illinois
$581K -$10.5M -333,604 -95%
CB
154
Commerce Bank
Missouri
$575K +$575K +18,202 New
DWM
155
Diversify Wealth Management
Utah
$569K -$2.76M -73,531 -83%
EC
156
EntryPoint Capital
New York
$567K +$567K +17,938 New
SLG
157
Stanley-Laman Group
Pennsylvania
$552K -$229K -7,259 -29%
HighTower Advisors
158
HighTower Advisors
Illinois
$531K +$54.1K +1,724 +11%
Two Sigma Investments
159
Two Sigma Investments
New York
$519K +$519K +16,443 New
Acadian Asset Management
160
Acadian Asset Management
Massachusetts
$486K +$486K +15,412 New
GT
161
Glenmede Trust
Pennsylvania
$485K +$485K +15,362 New
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$477K -$12K -381 -2%
FG
163
Formula Growth
Quebec, Canada
$474K +$474K +15,000 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$472K +$10.4K +328 +2%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$465K +$26K +822 +6%
PTC
166
Petrus Trust Company
Texas
$459K -$81.6K -2,582 -15%
MCC
167
Malaga Cove Capital
California
$430K +$12.6K +400 +3%
PWS
168
Precision Wealth Strategies
Missouri
$428K +$18.6K +589 +5%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$425K -$31.5K -997 -7%
MIIM
170
Mesirow Institutional Investment Management
Illinois
$424K
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$416K +$91K +2,880 +28%
UBS Group
172
UBS Group
Switzerland
$408K -$99.3K -3,143 -20%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$405K -$38.3K -1,212 -9%
OAM
174
Oppenheimer Asset Management
New York
$401K +$758 +24 +0.2%
N
175
Natixis
France
$400K -$193K -6,107 -33%