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 %
MCM
176
Manchester Capital Management
Vermont
$2.01K +$2.01K +76 New
BEI
177
Benjamin Edwards Inc
Missouri
$2K
MWC
178
MBM Wealth Consultants
Missouri
$2K +$2K +84 New
BWL
179
Bogart Wealth LLC
Virginia
$1.59K
BIA
180
Bell Investment Advisors
California
$1.59K +$740 +28 +88%
FWM
181
Focused Wealth Management
New York
$1.32K
MCC
182
Money Concepts Capital
Florida
$1.14K +$1.14K +43 New
TFA
183
Transamerica Financial Advisors
Florida
$1K
IA
184
IFP Advisors
Florida
$1K +$238 +5 +31%
CG
185
Cutler Group
California
$1K +$1K +50 New
LC
186
Lindbrook Capital
California
$899 -$1.35K -51 -60%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$899 -$423 -16 -32%
HI
188
Harbour Investments
Wisconsin
$793
CA
189
Clearstead Advisors
Ohio
$529
AF
190
Allworth Financial
California
$423 +$238 +9 +129%
GWS
191
Glassman Wealth Services
Virginia
$397 -$318 -12 -44%
JC
192
JCSD Capital
California
$264 -$332K -12,590 -100%
QCG
193
Quadrant Capital Group
Ohio
$264 -$502 -19 -66%
HRCM
194
Hood River Capital Management
Florida
-$13.5M -396,296 Closed
Millennium Management
195
Millennium Management
New York
-$11.8M -347,286 Closed
DCM
196
Driehaus Capital Management
Illinois
-$11.6M -340,906 Closed
SIG
197
Senator Investment Group
New York
-$8.02M -235,000 Closed
FWM
198
Foresight Wealth Management
Utah
-$5.84M -171,103 Closed
Adage Capital Partners
199
Adage Capital Partners
Massachusetts
-$4.26M -125,000 Closed
HighTower Advisors
200
HighTower Advisors
Illinois
-$3.93M -115,274 Closed