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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$4.45M +$1.99M +64,446 +85%
DWM
52
Drive Wealth Management
Utah
$4.41M +$4.28M +138,824 New
Man Group
53
Man Group
United Kingdom
$4.33M
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$4.33M -$50.9K -1,651 -1%
HF
55
HRT Financial
New York
$4.14M +$2.27M +73,435 +129%
Daiwa Securities Group
56
Daiwa Securities Group
Japan
$4M -$626K -20,300 -14%
Millennium Management
57
Millennium Management
New York
$3.72M +$3.23M +104,605 +848%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.67M -$97.1K -3,148 -3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$3.67M +$10.9K +354 +0.3%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.53M +$43.2K +1,400 +1%
M&T Bank
61
M&T Bank
New York
$3.25M -$143K -4,644 -4%
LCG
62
Lisanti Capital Growth
New York
$3.17M +$3.08M +99,720 New
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$3.04M
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.82M -$26.8K -870 -1%
Barclays
65
Barclays
United Kingdom
$2.8M +$847K +27,452 +45%
Goldman Sachs
66
Goldman Sachs
New York
$2.77M -$922K -29,870 -26%
Stifel Financial
67
Stifel Financial
Missouri
$2.71M -$18.1K -586 -0.7%
ETCM
68
Evolutionary Tree Capital Management
Virginia
$2.65M -$959K -31,068 -27%
AAM
69
Azzad Asset Management
Virginia
$2.58M +$17.6K +570 +0.7%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$2.46M -$306K -9,923 -11%
Invesco
71
Invesco
Georgia
$2.36M -$158K -5,136 -6%
Jane Street
72
Jane Street
New York
$2.35M +$994K +32,225 +77%
UBS AM
73
UBS AM
Illinois
$2.11M -$100K -3,241 -5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.91M -$232K -7,534 -11%
SFA
75
Sequoia Financial Advisors
Ohio
$1.8M

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.