nCino
NCNO
197 hedge funds and large institutions have $3.43B invested in nCino in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 36 closing their positions.
239% more call options, than puts
Call options by funds: $52.2M | Put options by funds: $15.4M
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
7% more capital invested
Capital invested by funds: $3.21B → $3.43B (+$223M)
0.53% more ownership
Funds ownership: 95.01% → 95.54% (+0.53%)
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
1% less funds holding
Funds holding: 199 → 197 (-2)
29% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
+$19.8M |
| 2 |
ClearBridge Investments
New York
|
+$16.9M |
| 3 |
TCM
Tensile Capital Management
Larkspur,
California
|
+$13.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$13.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$13.5M |
| 3 |
BlackRock
New York
|
-$10.3M |
| 4 |
SI
SQN Investors
Menlo Park,
California
|
-$9.02M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$6.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
226
PineBridge Investments
New York
| – | -$5.72K | -190 | Closed |
|
227
Fidelity International
Hamilton,
Bermuda
| – | -$4.94K | -164 | Closed |
|
|
IGWM
228
ICA Group Wealth Management
Denver,
Colorado
| – | -$3.01K | -100 | Closed |
|
|
BWM
229
Baystate Wealth Management
Boston,
Massachusetts
| – | -$2.71K | -90 | Closed |
|
|
ODG
230
O'Dell Group
Cincinnati,
Ohio
| – | -$2.02K | -67 | Closed |
|
|
BEI
231
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$2K | -66 | Closed |
|
|
CA
232
Clearstead Advisors
Cleveland,
Ohio
| – | -$603 | -20 | Closed |
|
233
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$401 | +13 | New |
|
|
SFG
234
Steward Financial Group
Colleyville,
Texas
| – | +$432 | +14 | New |
|
NCNO Hedge Fund Activity: Q3 2023 in Review
197 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2023, worth a combined $3.43B — up 6.9% from $3.21B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of NCNO and 34 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 55 added.
The largest buyer was Azora Capital LP, adding an estimated $19.8M. The largest seller was AllianceBernstein, cutting an estimated $13.6M.
- 197 institutional investors held nCino (NCNO) as of Q3 2023, down from 199 in Q2 2023.
- Funds reported $3.43B of nCino stock for Q3 2023, up 6.9% quarter-over-quarter.
- 34 funds opened new nCino positions in Q3 2023 and 36 closed out, a net change of -2 holders.
- The largest nCino buyer in Q3 2023 was Azora Capital LP, an estimated $19.8M added.
- The largest nCino seller in Q3 2023 was AllianceBernstein, an estimated $13.6M sold.
Based on aggregated 13F filings for Q3 2023.