270 hedge funds and large institutions have $3.64B invested in nCino in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 105 increasing their positions, 74 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+23
Holders Change %
+9.31%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
62
Increased
105
Reduced
74
Closed
37
Calls
$41.1M
Puts
$5.56M
Net Calls
+$35.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
CCIA
176
Campbell & Co Investment Adviser
Maryland
$399K -$132K -4,180 -25%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$398K +$128K +4,063 +48%
BWP
178
Baldwin Wealth Partners
Massachusetts
$394K +$394K +12,467 New
Citigroup
179
Citigroup
New York
$381K -$273K -8,644 -42%
Victory Capital Management
180
Victory Capital Management
Texas
$372K +$48.5K +1,536 +15%
DIM
181
DC Investments Management
Virginia
$364K
SOW
182
State of Wyoming
Wyoming
$361K +$5.62K +178 +2%
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$351K +$90.3K +2,859 +35%
Bessemer Group
184
Bessemer Group
New Jersey
$347K
FBT
185
First Bank & Trust
South Dakota
$311K -$11.3K -357 -4%
IFWM
186
Institute for Wealth Management
Colorado
$303K +$303K +9,604 New
Corient Private Wealth
187
Corient Private Wealth
Florida
$301K +$301K +9,537 New
CC
188
Centiva Capital
New York
$290K +$290K +9,181 New
WAG
189
Wallace Advisory Group
California
$288K
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$278K +$278K +8,793 New
LA
191
Legacy Advisors
Pennsylvania
$266K +$266K +8,424 New
X
192
Xponance
Pennsylvania
$255K +$2.21K +70 +0.9%
SA
193
Sanctuary Advisors
Indiana
$248K +$248K +5,994 New
BWG
194
Berry Wealth Group
Texas
$247K +$247K +7,807 New
MCP
195
Mirador Capital Partners
California
$246K
GCM
196
Graham Capital Management
Connecticut
$242K -$334K -10,558 -58%
CIC
197
Cornercap Investment Counsel
Georgia
$238K -$251K -7,946 -51%
URS
198
Utah Retirement Systems
Utah
$237K -$297K -9,409 -56%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$237K
PI
200
PEAK6 Investments
Illinois
$223K +$223K +7,052 New