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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
DIM
126
DC Investments Management
Virginia
$367K
PWS
127
Precision Wealth Strategies
Missouri
$351K +$46.4K +1,503 +16%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$345K -$4.13K -134 -1%
DI
129
DFPG Investments
Utah
$343K -$91K -2,949 -20%
Mariner
130
Mariner
Kansas
$340K +$330K +10,687 New
AB
131
Amalgamated Bank
New York
$339K -$10.8K -351 -3%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$337K -$49.2K -1,595 -13%
DFCM
133
Dark Forest Capital Management
Puerto Rico
$335K +$326K +10,548 New
SWS
134
SYSTM Wealth Solutions
Illinois
$321K
Capstone Investment Advisors
135
Capstone Investment Advisors
New York
$312K +$302K +9,799 New
PL
136
Parkwood LLC
Ohio
$310K -$271K -8,792 -47%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$309K +$65.4K +2,118 +28%
FBT
138
First Bank & Trust
South Dakota
$304K +$23.1K +749 +8%
BFC
139
Banc Funds Company
Illinois
$294K
OAM
140
Oppenheimer Asset Management
New York
$272K +$263K +8,538 New
KIA
141
KLR Investment Advisors
Rhode Island
$261K -$60.4K -1,957 -16%
PFM
142
Premier Fund Managers
United Kingdom
$256K +$250K +8,086 New
WAG
143
Wallace Advisory Group
California
$254K -$6.2K -201 -2%
SC
144
Sepio Capital
Utah
$230K -$145K -4,685 -39%
FM
145
Family Management
New York
$225K -$38.4K -1,245 -15%
Victory Capital Management
146
Victory Capital Management
Texas
$213K +$207K +6,701 New
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$209K +$203K +6,585 New
PI
148
PEAK6 Investments
Illinois
$174K -$129K -4,170 -43%
TRCT
149
Tower Research Capital (TRC)
New York
$161K +$62.8K +2,036 +67%
CC
150
Centiva Capital
New York
$157K -$261K -8,449 -63%

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.