nCino
NCNO
232 hedge funds and large institutions have $6.46B invested in nCino in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 30 closing their positions.
87% more call options, than puts
Call options by funds: $64.3M | Put options by funds: $34.4M
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
26% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 70
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more capital invested
Capital invested by funds: $5.22B → $6.46B (+$1.25B)
7% more funds holding
Funds holding: 217 → 232 (+15)
3.59% more ownership
Funds ownership: 91.23% → 94.83% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$71.3M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$63.4M |
| 3 |
HCM
HMI Capital Management
San Francisco,
California
|
+$63.3M |
| 4 |
BlackRock
New York
|
+$62.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Salesforce Inc
San Francisco,
California
|
-$100M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$60.1M |
| 3 |
DIC
Deer IX & Co
Larchmont,
New York
|
-$46.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$43.7M |
| 5 |
BC
BIT Capital
Berlin,
Germany
|
-$21.4M |
NCNO Hedge Fund Activity: Q3 2021 in Review
232 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2021, worth a combined $6.46B — up 24% from $5.22B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new NCNO positions and 30 closed out — a net gain of 16 holders — while 88 added to existing stakes and 70 trimmed.
The largest buyer was Brown Capital Management, opening a new position worth an estimated $71.3M. The largest seller was Salesforce Inc, cutting an estimated $100M.
- 232 institutional investors held nCino (NCNO) as of Q3 2021, up from 217 in Q2 2021.
- Funds reported $6.46B of nCino stock for Q3 2021, up 24% quarter-over-quarter.
- 46 funds opened new nCino positions in Q3 2021 and 30 closed out, a net change of +16 holders.
- The largest nCino buyer in Q3 2021 was Brown Capital Management, an estimated $71.3M added.
- The largest nCino seller in Q3 2021 was Salesforce Inc, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2021.