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202 hedge funds and large institutions have $3.37B invested in nCino in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

932% more call options, than puts

Call options by funds: $44.8M | Put options by funds: $4.34M

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

52% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 54

10% more capital invested

Capital invested by funds: $3.06B → $3.37B (+$316M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 188202 (+14)

0.49% less ownership

Funds ownership: 89.7%89.21% (-0.49%)

Holders
202
Holders Change
+14
Holders Change %
+7.45%
% of All Funds
3.48%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
34
Increased
82
Reduced
54
Closed
19
Calls
$44.8M
Puts
$4.34M
Net Calls
+$40.4M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$165K
AAM
152
Advisors Asset Management
Colorado
$131K +$2.83K +84 +2%
Amundi
153
Amundi
France
$131K +$123K +3,645 New
PA
154
Parallel Advisors
California
$123K +$6.67K +198 +6%
LSA
155
Leonteq Securities AG
Switzerland
$116K -$944 -28 -0.8%
APA
156
American Portfolios Advisors
New York
$97.6K -$3.37K -100 -3%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$89K +$48.3K +1,433 +122%
HCA
158
Harbor Capital Advisors
Illinois
$85K -$76.1K -2,257 -47%
MIM
159
MetLife Investment Management
New Jersey
$68.3K +$12.2K +361 +22%
UBS Group
160
UBS Group
Switzerland
$62K +$41.8K +1,240 +219%
Lazard Asset Management
161
Lazard Asset Management
New York
$57K -$1.92K -57 -3%
Asset Management One
162
Asset Management One
Japan
$55K -$2.63K -78 -5%
FHA
163
First Horizon Advisors
Tennessee
$48K -$6.27K -186 -11%
SWM
164
Spire Wealth Management
Virginia
$45K +$18.1K +538 +70%
SAM
165
Shell Asset Management
Netherlands
$44K -$5.73K -170 -12%
WFA
166
Wipfli Financial Advisors
Wisconsin
$33K +$32.8K +972 New
TFP
167
Tilia Fiduciary Partners
North Carolina
$30K
SOW
168
State of Wyoming
Wyoming
$29K +$9.98K +296 +52%
WWM
169
Wolff Wiese Magana
California
$28K +$9.2K +273 +50%
AIG
170
American International Group
New York
$27K +$5.22K +155 +24%
GRP
171
Global Retirement Partners
California
$24K
PI
172
PEAK6 Investments
Illinois
$21K -$304K -9,025 -94%
CLOS
173
Compagnie Lombard Odier SCmA
Switzerland
$20K +$20.2K +600 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$19K
TRCT
175
Tower Research Capital (TRC)
New York
$13K -$268K -7,962 -95%

NCNO Hedge Fund Activity: Q3 2022 in Review

202 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2022, worth a combined $3.37B — up 10% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NCNO positions and 19 closed out — a net gain of 15 holders — while 82 added to existing stakes and 54 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $48.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 202 institutional investors held nCino (NCNO) as of Q3 2022, up from 188 in Q2 2022.
  • Funds reported $3.37B of nCino stock for Q3 2022, up 10% quarter-over-quarter.
  • 34 funds opened new nCino positions in Q3 2022 and 19 closed out, a net change of +15 holders.
  • The largest nCino buyer in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $48.2M added.
  • The largest nCino seller in Q3 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2022.