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174 hedge funds and large institutions have $5.54B invested in nCino in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 73 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 21

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

40% more funds holding

Funds holding: 124174 (+50)

7.05% more ownership

Funds ownership: 76.2%83.26% (+7.1%)

1% more capital invested

Capital invested by funds: $5.5B → $5.54B (+$37.6M)

54% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $22.5M

Holders
174
Holders Change
+50
Holders Change %
+40.32%
% of All Funds
3.08%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
72
Increased
73
Reduced
21
Closed
21
Calls
$10.4M
Puts
$22.5M
Net Calls
-$12.1M
Net Calls Change
-$9.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Focused Wealth Management
New York
$28K -$97.4K -1,260 -77%
IAIM
152
International Assets Investment Management
Florida
$24K +$25.7K +332 New
Fidelity Investments
153
Fidelity Investments
Massachusetts
$23K -$13.5K -174 -36%
TI
154
tru Independence
Oregon
$21.7K +$23.2K +300 New
FHA
155
First Horizon Advisors
Tennessee
$16K +$8.27K +107 +85%
CG
156
Cutler Group
California
$16K +$16.2K +210 +875%
ADL
157
Asset Dedication LLC
California
$16K +$17K +220 New
AIC
158
Archer Investment Corporation
Indiana
$14.5K +$15.5K +200 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$14K +$7.73K +100 +100%
AS
160
Altshuler Shaham
Israel
$13K +$14.1K +182 New
Fidelity International
161
Fidelity International
Bermuda
$12K -$35.7M -462,190 -100%
Loomis, Sayles & Company
162
Loomis, Sayles & Company
Massachusetts
$9K +$9.97K +129 New
SSB
163
Sandy Spring Bank
Maryland
$9K +$10.1K +130 New
FF
164
FourThought Financial
Florida
$8K +$8.97K +116 New
FA
165
Financial Advantage
Maryland
$3K +$3.79K +49 New
ETC
166
Exchange Traded Concepts
Oklahoma
$2K +$2.09K +27 New
TCM
167
Tradewinds Capital Management
Washington
$2K +$2.32K +30 New
BWL
168
Bogart Wealth LLC
Virginia
$2K +$2.71K +35 New
VCG
169
Vantage Consulting Group
Virginia
$1K +$1.16K +15 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1K +$1.24K +16 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$1K +$1.62K +21 +300%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$1K +$1.93K +25 New
AIG
173
American International Group
New York
$24 +$11.8K +153 +83%
Adage Capital Partners
174
Adage Capital Partners
Massachusetts
-$5.18M -65,000 Closed
CCM
175
Cinctive Capital Management
New York
-$2.68M -33,678 Closed

NCNO Hedge Fund Activity: Q4 2020 in Review

174 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q4 2020, worth a combined $5.54B — up 0.68% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new NCNO positions and 21 closed out — a net gain of 51 holders — while 73 added to existing stakes and 21 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $278M. The largest seller was Insight Holdings Group, cutting an estimated $372M.

  • 174 institutional investors held nCino (NCNO) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $5.54B of nCino stock for Q4 2020, up 0.68% quarter-over-quarter.
  • 72 funds opened new nCino positions in Q4 2020 and 21 closed out, a net change of +51 holders.
  • The largest nCino buyer in Q4 2020 was T. Rowe Price Associates, an estimated $278M added.
  • The largest nCino seller in Q4 2020 was Insight Holdings Group, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2020.