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nCino
NCNO

Overview Fund Activity

196 hedge funds and large institutions have $3.43B invested in nCino in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
34
Increased
55
Reduced
78
Closed
36
Calls
$52.2M
Puts
$15.4M
Net Calls
+$36.8M
Net Calls Change
+$11.1M

Top Buyers

1
ACL
1
Azora Capital LP
Florida
$36.9M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$17.4M
3
TCM
3
Tensile Capital Management
California
$21.6M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$11.3M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$931K
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$239M
3
BlackRock
3
BlackRock
New York
$93.3M
4
SI
4
SQN Investors
California
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$6K -$10.5K -351 -64%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$5.85K -$1.59K -50 -21%
PTC
178
Private Trust Company
Ohio
$3.82K – – –
Citadel Advisors
179
Citadel Advisors
Florida
$3.82K +$3.82K +120 New
VWM
180
Venturi Wealth Management
Texas
$3.12K – – –
AF
181
Allworth Financial
California
$3.09K -$1.91K -60 -38%
LC
182
Lindbrook Capital
California
$2.89K +$191 +6 +7%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$2.61K – – –
BWL
184
Bogart Wealth LLC
Virginia
$1.91K – – –
GI
185
Gradient Investments
Minnesota
$1.69K +$1.69K +53 New
FWM
186
Focused Wealth Management
New York
$1.59K – – –
BIA
187
Bell Investment Advisors
California
$1.18K -$159 -5 -12%
VNA
188
Valley National Advisers
Pennsylvania
$1K +$1K +30 New
HI
189
Harbour Investments
Wisconsin
$954 – – –
QCG
190
Quadrant Capital Group
Ohio
$764 +$573 +18 +300%
JWA
191
JFS Wealth Advisors
Pennsylvania
$446 +$446 +14 New
UBS Group
192
UBS Group
Switzerland
$445 -$890 -28 -67%
SIC
193
SJS Investment Consulting
Ohio
$128 +$128 +4 New
AF
194
Advisornet Financial
Minnesota
$127 +$127 +4 New
First Manhattan
195
First Manhattan
New York
$95 +$95 +3 New
SI
196
SQN Investors
California
– -$9.02M -299,600 Closed
Voloridge Investment Management
197
Voloridge Investment Management
Florida
– -$6.18M -205,065 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$2.36M -78,415 Closed
Renaissance Technologies
199
Renaissance Technologies
New York
– -$1.6M -53,000 Closed
N
200
Natixis
France
– -$1.47M -48,726 Closed
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