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188 hedge funds and large institutions have $5.57B invested in nCino in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 24 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 24

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

8% more funds holding

Funds holding: 174188 (+14)

7.11% more ownership

Funds ownership: 83.26%90.37% (+7.1%)

7% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $32M

0% more capital invested

Capital invested by funds: $5.54B → $5.57B (+$25.5M)

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
89
Reduced
24
Closed
45
Calls
$34.2M
Puts
$32M
Net Calls
+$2.23M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
126
Mid Atlantic Financial Management
Pennsylvania
$362K +$162K +2,268 +72%
Franklin Resources
127
Franklin Resources
California
$335K -$6.5M -91,122 -95%
MCM
128
Moore Capital Management
New York
$334K
LCM
129
Laurion Capital Management
New York
$334K +$357K +5,000 New
Principal Financial Group
130
Principal Financial Group
Iowa
$320K +$343K +4,803 New
PWS
131
Precision Wealth Strategies
Missouri
$308K +$92.1K +1,291 +39%
PWM
132
Perigon Wealth Management
California
$307K +$328K +4,598 New
Federated Hermes
133
Federated Hermes
Pennsylvania
$306K +$51.2K +718 +19%
CG
134
Cutler Group
California
$293K +$297K +4,164 +1,779%
Deutsche Bank
135
Deutsche Bank
Germany
$285K -$95.3K -1,335 -24%
Cerity Partners
136
Cerity Partners
New York
$267K +$285K +4,000 New
APA
137
American Portfolios Advisors
New York
$265K +$176K +2,465 +164%
X
138
Xponance
Pennsylvania
$263K +$282K +3,945 New
PRC
139
Pearl River Capital
Michigan
$252K +$59.8K +838 +29%
NAM
140
NTV Asset Management
West Virginia
$244K +$28.5K +400 +12%
MSRPS
141
Maryland State Retirement & Pension System
Maryland
$236K +$252K +3,531 New
William Blair & Company
142
William Blair & Company
Illinois
$236K +$252K +3,531 New
BRWM
143
B. Riley Wealth Management
Tennessee
$234K +$250K +3,500 New
VAS
144
Vestmark Advisory Solutions
Massachusetts
$230K -$8.71K -122 -3%
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$225K +$240K +3,366 New
EPA
146
Element Pointe Advisors
Florida
$221K +$237K +3,320 New
FBT
147
First Bank & Trust
South Dakota
$215K +$93K +1,303 +68%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$196K +$140K +1,965 +202%
PA
149
Parallel Advisors
California
$183K +$84.5K +1,184 +76%
Russell Investments Group
150
Russell Investments Group
United Kingdom
$117K +$127K +1,774 New

NCNO Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q1 2021, worth a combined $5.57B — up 0.46% from $5.54B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NCNO positions and 45 closed out — a net gain of 14 holders — while 89 added to existing stakes and 24 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $239M. The largest seller was Salesforce Inc, cutting an estimated $234M.

  • 188 institutional investors held nCino (NCNO) as of Q1 2021, up from 174 in Q4 2020.
  • Funds reported $5.57B of nCino stock for Q1 2021, up 0.46% quarter-over-quarter.
  • 59 funds opened new nCino positions in Q1 2021 and 45 closed out, a net change of +14 holders.
  • The largest nCino buyer in Q1 2021 was T. Rowe Price Associates, an estimated $239M added.
  • The largest nCino seller in Q1 2021 was Salesforce Inc, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2021.