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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 %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$7.05K +$1.51K +50 +27%
PI
177
PineBridge Investments
New York
$5.72K – – –
WWM
178
Wolff Wiese Magana
California
$5.69K +$5.69K +189 New
Loomis, Sayles & Company
179
Loomis, Sayles & Company
Massachusetts
$5K -$3.74K -125 -43%
Fidelity International
180
Fidelity International
Bermuda
$4.94K +$4.94K +164 New
AF
181
Allworth Financial
California
$4.73K -$2.65K -88 -36%
QC
182
Quent Capital
New York
$4.04K – – –
PTC
183
Private Trust Company
Ohio
$3.61K +$3.61K +120 New
IGWM
184
ICA Group Wealth Management
Colorado
$3.01K – – –
VWM
185
Venturi Wealth Management
Texas
$2.95K – – –
BWM
186
Baystate Wealth Management
Massachusetts
$2.71K – – –
LC
187
Lindbrook Capital
California
$2.56K +$1.54K +51 +150%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$2.47K – – –
ODG
189
O'Dell Group
Ohio
$2.02K +$2.02K +67 New
BEI
190
Benjamin Edwards Inc
Missouri
$2K – – –
BWL
191
Bogart Wealth LLC
Virginia
$1.81K – – –
FWM
192
Focused Wealth Management
New York
$1.51K – – –
BIA
193
Bell Investment Advisors
California
$1.27K +$663 +22 +110%
UBS Group
194
UBS Group
Switzerland
$1.27K +$1.27K +42 New
HI
195
Harbour Investments
Wisconsin
$904 – – –
CA
196
Clearstead Advisors
Ohio
$603 – – –
QCG
197
Quadrant Capital Group
Ohio
$181 -$694 -23 -79%
Comerica Bank
198
Comerica Bank
Texas
$3 +$3 +3,552 New
Wellington Management Group
199
Wellington Management Group
Massachusetts
– -$42.5M -1,715,503 Closed
Massachusetts Financial Services
200
Massachusetts Financial Services
Massachusetts
– -$17.8M -719,869 Closed
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8
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