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nCino
NCNO

Overview Fund Activity

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

Top Buyers

1
SEP
Soma Equity Partners
California
+$95.9M
2
Capital International Investors
Capital International Investors
California
+$60.7M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$41.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
DG
Daventry Group
New York
+$18.1M

Top Sellers

1
DIG
Dragoneer Investment Group
California
-$107M
2
HCM
HMI Capital Management
California
-$54.3M
3
JCAM
Jericho Capital Asset Management
New York
-$37M
4
BCM
Brown Capital Management
Maryland
-$36.3M
5
WP
Woodline Partners
California
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
201
Banque Cantonale Vaudoise
Switzerland
$22K +$22K +588 New
WT
202
Whittier Trust
California
$21.6K +$21.6K +578 New
Comerica Bank
203
Comerica Bank
Texas
$18.7K -$8.18K -219 -30%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.7K +351 +4,388%
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$10K +$912 +25 +10%
PWMG
206
Private Wealth Management Group
New Jersey
$7.78K – – –
CTA
207
Colonial Trust Advisors
South Carolina
$7.48K +$7.48K +200 New
WWM
208
Wolff Wiese Magana
California
$7.07K – – –
QC
209
Quent Capital
New York
$5.12K -$9.38K -251 -65%
VWM
210
Venturi Wealth Management
Texas
$4.19K -$710 -19 -15%
BIA
211
Bell Investment Advisors
California
$3.81K -$636 -17 -14%
LC
212
Lindbrook Capital
California
$3.18K – – –
MFG
213
Mendota Financial Group
Wisconsin
$1.87K – – –
GI
214
GAMMA Investing
California
$1.53K +$972 +26 +173%
FFA
215
Farther Finance Advisors
California
$1.41K -$1.73K -49 -55%
HI
216
Harbour Investments
Wisconsin
$1.12K – – –
VNA
217
Valley National Advisers
Pennsylvania
$1K +$1K +27 New
BWL
218
Bogart Wealth LLC
Virginia
$935 – – –
JWA
219
JFS Wealth Advisors
Pennsylvania
$599 – – –
EWA
220
EverSource Wealth Advisors
Alabama
$525 +$525 +18 New
NA
221
NewEdge Advisors
Louisiana
$336 -$6.16K -165 -95%
QCG
222
Quadrant Capital Group
Ohio
$225 – – –
AF
223
Allworth Financial
California
$225 +$225 +6 New
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$187 – – –
SIC
225
SJS Investment Consulting
Ohio
$150 – – –
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