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nCino
NCNO

Overview Fund Activity

247 hedge funds and large institutions have $3.54B invested in nCino in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 122 increasing their positions, 51 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+21
Holders Change %
+9.29%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
55
Increased
122
Reduced
51
Closed
30
Calls
$44.2M
Puts
$7.14M
Net Calls
+$37M
Net Calls Change
-$14.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$60.5M
2
ACL
Azora Capital LP
Florida
$73.7M
3
LPP
Long Path Partners
Connecticut
$81.5M
4
Capital International Investors
Capital International Investors
California
$93.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$266M

Top Sellers

1
IHG
Insight Holdings Group
New York
$787M
2
DIG
Dragoneer Investment Group
California
$0
3
MG
Meritage Group
California
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
201
Covestor
United Kingdom
$63K -$22.4K -718 -26%
Asset Management One
202
Asset Management One
Japan
$50.8K -$7.2K -229 -12%
CF
203
Corebridge Financial
Texas
$39.6K +$39.6K +1,258 New
FNWA
204
Financial Network Wealth Advisors
Utah
$33.2K +$33.2K +1,056 New
GRP
205
Global Retirement Partners
California
$31.6K -$3.65K -116 -10%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$31.4K -$1.32K -42 -4%
CA
207
Crewe Advisors
Utah
$25.9K +$25.9K +822 New
Comerica Bank
208
Comerica Bank
Texas
$20.1K +$4.4K +140 +28%
AAM
209
Advisors Asset Management
Colorado
$19.2K -$7.77K -247 -29%
CLOS
210
Compagnie Lombard Odier SCmA
Switzerland
$18.9K – – –
BCV
211
Banque Cantonale Vaudoise
Switzerland
$18K – – –
FFA
212
Farther Finance Advisors
California
$15.9K +$14.6K +468 +1,170%
CA
213
Clearstead Advisors
Ohio
$15.3K +$15.3K +488 New
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$12.4K -$4.71M -149,781 -100%
TRCT
215
Tower Research Capital (TRC)
New York
$12K -$127K -4,048 -91%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$11K -$124 -4 -1%
AF
217
Allworth Financial
California
$10.6K +$10.4K +325 +5,417%
TAM
218
Tucker Asset Management
Colorado
$8.74K +$8.74K +278 New
QL
219
Quarry LP
New York
$7.49K +$7.49K +238 New
WWM
220
Wolff Wiese Magana
California
$6.95K +$1.01K +32 +17%
GI
221
GAMMA Investing
California
$6.54K +$5.25K +167 +407%
CTA
222
Colonial Trust Advisors
South Carolina
$6.29K – – –
MIFH
223
Migdal Insurance & Financial Holdings
Israel
$6K -$2.61K -83 -30%
OWA
224
Opal Wealth Advisors
New York
$5.82K +$5.82K +185 New
TWP
225
Triad Wealth Partners
Kansas
$5.79K +$5.79K +184 New
7 8
9
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