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199 hedge funds and large institutions have $4.1B invested in nCino in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $59.1M | Put options by funds: $22.3M

118% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 40

9.76% more ownership

Funds ownership: 93.73%103.49% (+9.8%)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 201199 (-2)

18% less capital invested

Capital invested by funds: $4.97B → $4.1B (-$876M)

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
3.14%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
55
Increased
87
Reduced
40
Closed
54
Calls
$59.1M
Puts
$22.3M
Net Calls
+$36.8M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
151
Yarbrough Capital
Tennessee
$236K +$45.5K +994 +21%
P
152
&Partners
Tennessee
$235K -$110K -2,410 -30%
PWM
153
Perigon Wealth Management
California
$234K +$12.6K +276 +5%
Principal Financial Group
154
Principal Financial Group
Iowa
$226K -$25.3K -552 -9%
NAM
155
NorthCrest Asset Manangement
Minnesota
$220K +$245K +5,360 New
SAM
156
SignalPoint Asset Management
Missouri
$201K -$916 -20 -0.4%
Lazard Asset Management
157
Lazard Asset Management
New York
$197K +$178K +3,885 +414%
PA
158
Parallel Advisors
California
$149K +$2.15K +47 +1%
MIM
159
MetLife Investment Management
New Jersey
$149K +$166K +3,630 New
SPIA
160
Steward Partners Investment Advisory
New York
$144K +$39.3K +858 +32%
AAM
161
Advisors Asset Management
Colorado
$141K +$50.9K +1,111 +48%
LSA
162
Leonteq Securities AG
Switzerland
$141K +$157K +3,435 New
HCA
163
Harbor Capital Advisors
Illinois
$137K +$153K +3,336 New
APA
164
American Portfolios Advisors
New York
$128K +$2.79K +61 +2%
Group One Trading
165
Group One Trading
Illinois
$107K +$119K +2,609 New
Fidelity Investments
166
Fidelity Investments
Massachusetts
$72K +$66.6K +1,454 +488%
Asset Management One
167
Asset Management One
Japan
$61K +$12.7K +277 +22%
SAM
168
Shell Asset Management
Netherlands
$59K -$9.71K -212 -13%
PFS
169
Prospera Financial Services
Texas
$45K +$50.2K +1,097 New
AIG
170
American International Group
New York
$44K
FHA
171
First Horizon Advisors
Tennessee
$42K -$20.6K -450 -30%
TFP
172
Tilia Fiduciary Partners
North Carolina
$39K +$43.6K +952 New
MIFH
173
Migdal Insurance & Financial Holdings
Israel
$26K +$6.46K +141 +30%
WWM
174
Wolff Wiese Magana
California
$23K
GRP
175
Global Retirement Partners
California
$23K +$35.4K +774 New

NCNO Hedge Fund Activity: Q1 2022 in Review

199 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q1 2022, worth a combined $4.1B — down 18% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NCNO positions and 54 closed out — a net gain of 1 holder — while 87 added to existing stakes and 40 trimmed.

The largest buyer was Insight Holdings Group, adding an estimated $362M. The largest seller was JP Morgan Chase, cutting an estimated $70.1M.

  • 199 institutional investors held nCino (NCNO) as of Q1 2022, down from 201 in Q4 2021.
  • Funds reported $4.1B of nCino stock for Q1 2022, down 18% quarter-over-quarter.
  • 55 funds opened new nCino positions in Q1 2022 and 54 closed out, a net change of +1 holder.
  • The largest nCino buyer in Q1 2022 was Insight Holdings Group, an estimated $362M added.
  • The largest nCino seller in Q1 2022 was JP Morgan Chase, an estimated $70.1M sold.

Based on aggregated 13F filings for Q1 2022.