nCino
NCNO
199 hedge funds and large institutions have $4.1B invested in nCino in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 54 closing their positions.
165% more call options, than puts
Call options by funds: $59.1M | Put options by funds: $22.3M
118% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 40
9.76% more ownership
Funds ownership: 93.73% → 103.49% (+9.8%)
2% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 54
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less funds holding
Funds holding: 201 → 199 (-2)
18% less capital invested
Capital invested by funds: $4.97B → $4.1B (-$876M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHG
Insight Holdings Group
New York
|
+$362M |
| 2 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$137M |
| 3 |
Barclays
London,
United Kingdom
|
+$28.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25.9M |
| 5 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$70.1M |
| 2 |
BlackRock
New York
|
-$51.5M |
| 3 |
PEP
Providence Equity Partners
Providence,
Rhode Island
|
-$34.5M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$26.8M |
| 5 |
Goldman Sachs
New York
|
-$21.6M |
NCNO Hedge Fund Activity: Q1 2022 in Review
199 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q1 2022, worth a combined $4.1B — down 18% from $4.97B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new NCNO positions and 54 closed out — a net gain of 1 holder — while 87 added to existing stakes and 40 trimmed.
The largest buyer was Insight Holdings Group, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $70.1M.
- 199 institutional investors held nCino (NCNO) as of Q1 2022, down from 201 in Q4 2021.
- Funds reported $4.1B of nCino stock for Q1 2022, down 18% quarter-over-quarter.
- 55 funds opened new nCino positions in Q1 2022 and 54 closed out, a net change of +1 holder.
- The largest nCino buyer in Q1 2022 was Insight Holdings Group, an estimated $362M added.
- The largest nCino seller in Q1 2022 was JP Morgan Chase, an estimated $70.1M sold.
Based on aggregated 13F filings for Q1 2022.