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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
PWG
101
Portside Wealth Group
Utah
$910K -$62 -2 -0%
GAM
102
Gotham Asset Management
New York
$893K +$867K +28,086 New
BFA
103
Bragg Financial Advisors
North Carolina
$856K +$28.8K +933 +4%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$826K
LPL Financial
105
LPL Financial
California
$753K +$191K +6,200 +35%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$728K +$4.32K +140 +0.6%
Osaic Holdings
107
Osaic Holdings
Arizona
$679K +$143K +4,627 +28%
LAS
108
Lloyd Advisory Services
Georgia
$638K +$619K +20,074 New
NG
109
Norden Group
Utah
$638K +$619K +20,074 New
OTL
110
Oak Thistle LLC
New York
$596K +$578K +18,732 New
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$586K -$3.83M -124,122 -87%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$558K -$147K -4,778 -21%
BCM
113
Bayesian Capital Management
New York
$553K +$536K +17,382 New
QCM
114
Quantinno Capital Management
New York
$522K +$507K +16,425 New
BTWM
115
Baker Tilly Wealth Management
Wisconsin
$514K -$125K -4,060 -20%
Citigroup
116
Citigroup
New York
$491K -$295K -9,566 -38%
ASRS
117
Arizona State Retirement System
Arizona
$457K +$7.5K +243 +2%
MCP
118
Mirador Capital Partners
California
$429K
AP
119
AtonRa Partners
Switzerland
$422K -$76.6K -2,483 -16%
AWAU
120
Alliance Wealth Advisors (Utah)
Utah
$421K +$7.38K +239 +2%
GCM
121
Graham Capital Management
Connecticut
$393K +$382K +12,365 New
HCA
122
Harbor Capital Advisors
Illinois
$380K -$90.7K -2,939 -20%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380K +$368K +11,937 New
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$372K
Natixis Advisors
125
Natixis Advisors
Massachusetts
$369K +$358K +11,601 New

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.