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273 hedge funds and large institutions have $3.69B invested in nCino in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 107 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $5.56M

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

45% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 74

10% more funds holding

Funds holding: 249273 (+24)

2.4% more ownership

Funds ownership: 98.34%100.73% (+2.4%)

4% more capital invested

Capital invested by funds: $3.56B → $3.69B (+$131M)

Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
62
Increased
107
Reduced
74
Closed
36
Calls
$41.1M
Puts
$5.56M
Net Calls
+$35.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$5.18K +$5.19K +164 New
PWMG
252
Private Wealth Management Group
New Jersey
$4.64K
LC
253
Lindbrook Capital
California
$4.58K -$380 -12 -8%
QC
254
Quent Capital
New York
$4.33K
VWM
255
Venturi Wealth Management
Texas
$3.7K -$443 -14 -11%
BIA
256
Bell Investment Advisors
California
$3.22K
PS
257
Principal Securities
Iowa
$2.84K +$2.85K +90 New
BAM
258
Bellevue Asset Management
Washington
$2.4K +$443 +14 +23%
UB
259
UMB Bank
Missouri
$1.93K +$1.93K +61 New
HI
260
Harbour Investments
Wisconsin
$1.58K
FWM
261
Focused Wealth Management
New York
$1.58K +$1.58K +50 New
BIG
262
Brooklyn Investment Group
New York
$1.33K +$1.33K +42 New
CPA
263
Capital Performance Advisors
California
$1.33K +$1.33K +42 New
MIFH
264
Migdal Insurance & Financial Holdings
Israel
$1K -$5.25K -166 -87%
EWA
265
EverSource Wealth Advisors
Alabama
$347
CTA
266
Colonial Trust Advisors
South Carolina
$221 -$6.11K -193 -97%
QCG
267
Quadrant Capital Group
Ohio
$190 -$665 -21 -78%
JWA
268
JFS Wealth Advisors
Pennsylvania
$190
MCM
269
MV Capital Management
Maryland
$95 -$32 -1 -25%
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$95
SIC
271
SJS Investment Consulting
Ohio
$95
LFG
272
Larson Financial Group
Missouri
$63 +$63 +2 New
Hudson Bay Capital Management
273
Hudson Bay Capital Management
Connecticut
-$7.82M -248,722 Closed
VEPM
274
Vista Equity Partners Management
California
-$6.49M -206,267 Closed
MC
275
Metavasi Capital
New York
-$4.68M -148,730 Closed

NCNO Hedge Fund Activity: Q3 2024 in Review

273 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2024, worth a combined $3.69B — up 3.7% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new NCNO positions and 36 closed out — a net gain of 26 holders — while 107 added to existing stakes and 74 trimmed.

The largest buyer was ShawSpring Partners, adding an estimated $45.1M. The largest seller was Insight Holdings Group, cutting an estimated $285M.

  • 273 institutional investors held nCino (NCNO) as of Q3 2024, up from 249 in Q2 2024.
  • Funds reported $3.69B of nCino stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 62 funds opened new nCino positions in Q3 2024 and 36 closed out, a net change of +26 holders.
  • The largest nCino buyer in Q3 2024 was ShawSpring Partners, an estimated $45.1M added.
  • The largest nCino seller in Q3 2024 was Insight Holdings Group, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.