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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.

New
Increased
Maintained
Reduced
Closed

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: 811 (+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: 199197 (-2)

29% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 78

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
34
Increased
55
Reduced
78
Closed
36
Calls
$52.2M
Puts
$15.4M
Net Calls
+$36.8M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$15.9M -$793K -25,700 -5%
Ameriprise
27
Ameriprise
Minnesota
$15.2M +$681K +22,074 +5%
UI
28
Untitled Investments
New York
$15.1M +$1.55M +50,383 +12%
OPFM
29
Optimus Prime Fund Management
Cayman Islands
$14.5M
ICM
30
Infini Capital Management
Hong Kong
$12.8M
EAM
31
Eagle Asset Management
Florida
$12.1M +$51.8K +1,677 +0.4%
WM
32
Wishbone Management
Illinois
$12M
First Trust Advisors
33
First Trust Advisors
Illinois
$11.3M +$10.6M +342,992 +2,786%
Charles Schwab
34
Charles Schwab
California
$10.8M -$2.21M -71,522 -17%
SAM
35
Silvercrest Asset Management
New York
$10.7M +$10.3M +335,107 New
RJA
36
Raymond James & Associates
Florida
$10.3M +$461K +14,929 +5%
WP
37
Woodline Partners
California
$9.64M +$8.87M +287,470 +1,821%
VEPM
38
Vista Equity Partners Management
California
$8.55M +$2.39M +77,343 +40%
LPP
39
Long Path Partners
Connecticut
$8.35M -$3.77M -122,249 -32%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$8.19M -$52.3K -1,695 -0.7%
Morgan Stanley
41
Morgan Stanley
New York
$8.01M -$576K -18,673 -7%
RAM
42
Readystate Asset Management
Illinois
$7.19M +$216K +7,008 +3%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$7.16M
Bank of America
44
Bank of America
North Carolina
$6.96M +$2.76M +89,384 +69%
TC
45
TownSquare Capital
Utah
$6.03M -$395K -12,797 -6%
SEI Investments
46
SEI Investments
Pennsylvania
$5.93M -$85K -2,753 -1%
AACP
47
Advantage Alpha Capital Partners
California
$5.72M -$980K -31,758 -15%
N
48
Nuveen
North Carolina
$5.15M -$86.9K -2,816 -2%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.78M -$706K -22,863 -13%
FW
50
FirstPurpose Wealth
Utah
$4.76M -$4.07K -132 -0.1%

NCNO Hedge Fund Activity: Q3 2023 in Review

197 of the 6,301 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.