226 hedge funds and large institutions have $4.05B invested in nCino in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+18
Holders Change %
+8.65%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
51
Increased
87
Reduced
63
Closed
31
Calls
$56.3M
Puts
$5.03M
Net Calls
+$51.3M
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$207K +$207K +5,534 New
CAM
177
Cresset Asset Management
Illinois
$205K +$205K +5,480 New
SPIA
178
Steward Partners Investment Advisory
New York
$176K
Lazard Asset Management
179
Lazard Asset Management
New York
$168K +$99.6K +2,677 +146%
Osaic Holdings
180
Osaic Holdings
Arizona
$168K -$451K -12,061 -73%
TRCT
181
Tower Research Capital (TRC)
New York
$166K +$50.4K +1,348 +44%
AB
182
Amalgamated Bank
New York
$151K -$223K -5,968 -60%
SAM
183
Smartleaf Asset Management
Massachusetts
$141K +$1.11K +31 +0.8%
PA
184
Parallel Advisors
California
$133K +$1.08K +29 +0.8%
Deutsche Bank
185
Deutsche Bank
Germany
$131K -$30.7K -820 -19%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$129K +$5.83K +156 +5%
C
187
Covestor
United Kingdom
$102K +$23.3K +625 +30%
FHA
188
First Horizon Advisors
Tennessee
$89.7K +$7.1K +190 +9%
Asset Management One
189
Asset Management One
Japan
$68.9K -$1.42K -38 -2%
Citadel Advisors
190
Citadel Advisors
Florida
$61.8K -$1.61M -42,982 -96%
MIM
191
MetLife Investment Management
New Jersey
$61.1K +$822 +22 +1%
EC
192
EntryPoint Capital
New York
$55.7K -$175K -4,693 -76%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$52K +$52K +1,397 New
GRP
194
Global Retirement Partners
California
$41.9K -$4.49K -120 -10%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$36.8K +$36.8K +1,042 New
AAM
196
Advisors Asset Management
Colorado
$32.1K -$6.21K -166 -16%
SL
197
Salomon & Ludwin
Virginia
$31.2K
SAM
198
Shell Asset Management
Netherlands
$25K -$1.45K -47 -5%
AIG
199
American International Group
New York
$23.7K +$262 +7 +1%
CLOS
200
Compagnie Lombard Odier SCmA
Switzerland
$22.4K