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nCino
NCNO

Overview Fund Activity

278 hedge funds and large institutions have $4B invested in nCino in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 102 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+8
Holders Change %
+2.96%
% of All Funds
3.7%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
59
Increased
102
Reduced
94
Closed
44
Calls
$31M
Puts
$5.21M
Net Calls
+$25.8M
Net Calls Change
-$9.72M

Top Buyers

1
WA
Wasatch Advisors
Utah
$207M
2
Invesco
Invesco
Georgia
$87.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$81.3M
4
CCA
Conestoga Capital Advisors
Pennsylvania
$70.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$109M

Top Sellers

1
IHG
Insight Holdings Group
New York
$152M
2
ACL
Azora Capital LP
Florida
$0
3
HCM
HMI Capital Management
California
$227M
4
UI
Untitled Investments
New York
$9.26M
5
Bank of America
Bank of America
North Carolina
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
176
Diversify Wealth Management
Utah
$459K -$33.5K -1,029 -7%
LA
177
Legacy Advisors
Pennsylvania
$446K +$163K +4,860 +58%
PTC
178
Petrus Trust Company
Texas
$422K -$65.8K -1,960 -13%
Victory Capital Management
179
Victory Capital Management
Texas
$407K +$11.4K +340 +3%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$400K -$30.5K -908 -7%
DIM
181
DC Investments Management
Virginia
$387K – – –
MIIM
182
Mesirow Institutional Investment Management
Illinois
$379K -$71.5K -2,128 -16%
SS
183
SBI Securities
Japan
$377K +$377K +11,220 New
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$374K – – –
TRCT
185
Tower Research Capital (TRC)
New York
$370K +$313K +9,316 +549%
FG
186
Formula Growth
Quebec, Canada
$369K -$134K -4,000 -27%
KPP
187
Kings Path Partners
Texas
$336K +$336K +9,995 New
LAM
188
LECAP Asset Management
United Kingdom
$333K -$459K -13,678 -58%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$331K +$36K +1,072 +12%
IFWM
190
Institute for Wealth Management
Colorado
$323K – – –
OIAM
191
OFI Invest Asset Management
France
$311K +$311K +9,600 New
SOW
192
State of Wyoming
Wyoming
$309K -$74.5K -2,219 -19%
DFCM
193
Dark Forest Capital Management
Puerto Rico
$306K +$306K +9,114 New
KeyBank National Association
194
KeyBank National Association
Ohio
$297K +$297K +8,854 New
X
195
Xponance
Pennsylvania
$279K +$7.35K +219 +3%
AQR Capital Management
196
AQR Capital Management
Connecticut
$278K +$278K +8,272 New
BWG
197
Berry Wealth Group
Texas
$276K +$13.4K +400 +5%
WAG
198
Wallace Advisory Group
California
$274K -$15.2K -480 -5%
NEI
199
Northwest & Ethical Investments
Ontario, Canada
$268K +$107K +3,200 +67%
FBT
200
First Bank & Trust
South Dakota
$263K -$67K -1,995 -20%
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