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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
SPIA
151
Steward Partners Investment Advisory
New York
$149K -$4.63K -150 -3%
SOW
152
State of Wyoming
Wyoming
$145K +$70.7K +2,292 +101%
Deutsche Bank
153
Deutsche Bank
Germany
$137K
PA
154
Parallel Advisors
California
$113K -$1.08K -35 -1%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$113K +$94.5K +3,062 +643%
BAMCO Inc
156
BAMCO Inc
New York
$111K -$139K -4,500 -56%
Amundi
157
Amundi
France
$103K -$1.16M -37,494 -91%
FHA
158
First Horizon Advisors
Tennessee
$62.6K +$833 +27 +1%
GRP
159
Global Retirement Partners
California
$57.4K +$6.76K +219 +13%
Asset Management One
160
Asset Management One
Japan
$53.5K -$4.2K -136 -7%
Lazard Asset Management
161
Lazard Asset Management
New York
$53K +$8.76K +284 +20%
MIM
162
MetLife Investment Management
New Jersey
$52.2K +$62 +2 +0.1%
AAM
163
Advisors Asset Management
Colorado
$43.4K -$12.3K -400 -23%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$42.4K +$8.55K +277 +26%
SAM
165
Shell Asset Management
Netherlands
$36K -$62 -2 -0.2%
Comerica Bank
166
Comerica Bank
Texas
$30K -$80.5K -2,607 -73%
SL
167
Salomon & Ludwin
Virginia
$26.5K +$25.7K +834 New
AIG
168
American International Group
New York
$20.5K -$1.14K -37 -5%
CLOS
169
Compagnie Lombard Odier SCmA
Switzerland
$19.1K
QC
170
Quent Capital
New York
$11.8K +$7.31K +237 +177%
C
171
Covestor
United Kingdom
$9K -$31 -1 -0.4%
MIFH
172
Migdal Insurance & Financial Holdings
Israel
$9K
Loomis, Sayles & Company
173
Loomis, Sayles & Company
Massachusetts
$8K +$2.99K +97 +58%
LSA
174
Leonteq Securities AG
Switzerland
$7.22K
WTG
175
West Tower Group
Virginia
$6.71K +$6.51K +211 New

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.