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 %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$24.5K +$24.5K +714 New
Comerica Bank
177
Comerica Bank
Texas
$24.2K -$7.59K -226 -24%
AIG
178
American International Group
New York
$21.1K -$572 -17 -3%
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$20.2K
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16K +477 New
QC
181
Quent Capital
New York
$13K +$572 +17 +5%
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$9K -$831 -23 -8%
WTG
183
West Tower Group
Virginia
$7.87K +$773 +23 +11%
PWMG
184
Private Wealth Management Group
New Jersey
$7K +$7K +208 New
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$6.73K +$538 +16 +9%
WWM
186
Wolff Wiese Magana
California
$6.36K
NA
187
NewEdge Advisors
Louisiana
$5.85K +$5.85K +174 New
Loomis, Sayles & Company
188
Loomis, Sayles & Company
Massachusetts
$5K -$3.25K -104 -39%
VWM
189
Venturi Wealth Management
Texas
$4.41K +$1.11K +33 +34%
BIA
190
Bell Investment Advisors
California
$4K +$2.76K +82 +222%
IGWM
191
ICA Group Wealth Management
Colorado
$3.36K +$3.36K +100 New
PTC
192
Private Trust Company
Ohio
$3.13K -$908 -27 -23%
FFA
193
Farther Finance Advisors
California
$2.99K +$2.99K +89 New
LC
194
Lindbrook Capital
California
$2.86K -$202 -6 -7%
ODG
195
O'Dell Group
Ohio
$2.25K +$2.25K +67 New
GI
196
Gradient Investments
Minnesota
$1.78K
FWM
197
Focused Wealth Management
New York
$1.68K
MFG
198
Mendota Financial Group
Wisconsin
$1.68K +$1.68K +50 New
HI
199
Harbour Investments
Wisconsin
$1.01K
BTI
200
Blue Trust Inc
Georgia
$1K +$1K +26 New