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273 hedge funds and large institutions have $3.69B invested in nCino in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 107 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $5.56M

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

45% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 74

10% more funds holding

Funds holding: 249273 (+24)

2.4% more ownership

Funds ownership: 98.34%100.73% (+2.4%)

4% more capital invested

Capital invested by funds: $3.56B → $3.69B (+$131M)

Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
62
Increased
107
Reduced
74
Closed
36
Calls
$41.1M
Puts
$5.56M
Net Calls
+$35.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$689K +$690K +21,789 New
SF
152
Synovus Financial
Georgia
$656K +$657K +20,763 New
SA
153
SpiderRock Advisors
Delaware
$635K
Man Group
154
Man Group
United Kingdom
$604K +$605K +19,107 New
Verition Fund Management
155
Verition Fund Management
Connecticut
$594K +$595K +18,810 New
First Trust Advisors
156
First Trust Advisors
Illinois
$581K -$10.6M -333,604 -95%
CB
157
Commerce Bank
Missouri
$575K +$576K +18,202 New
DWM
158
Diversify Wealth Management
Utah
$569K -$2.33M -73,531 -83%
EC
159
EntryPoint Capital
New York
$567K +$568K +17,938 New
SLG
160
Stanley-Laman Group
Pennsylvania
$552K -$230K -7,259 -29%
HighTower Advisors
161
HighTower Advisors
Illinois
$531K +$54.6K +1,724 +11%
Two Sigma Investments
162
Two Sigma Investments
New York
$519K +$521K +16,443 New
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$486K +$488K +15,412 New
GT
164
Glenmede Trust
Pennsylvania
$485K +$486K +15,362 New
AWAU
165
Alliance Wealth Advisors (Utah)
Utah
$477K -$12.1K -381 -2%
FG
166
Formula Growth
Quebec, Canada
$474K +$475K +15,000 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$472K +$10.4K +328 +2%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$465K +$26K +822 +6%
PTC
169
Petrus Trust Company
Texas
$459K -$81.7K -2,582 -15%
MCC
170
Malaga Cove Capital
California
$430K +$12.7K +400 +3%
PWS
171
Precision Wealth Strategies
Missouri
$428K +$18.6K +589 +5%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$425K -$31.6K -997 -7%
MIIM
173
Mesirow Institutional Investment Management
Illinois
$424K
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$416K +$91.2K +2,880 +28%
UBS Group
175
UBS Group
Switzerland
$408K -$99.5K -3,143 -20%

NCNO Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2024, worth a combined $3.69B — up 3.7% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new NCNO positions and 36 closed out — a net gain of 26 holders — while 107 added to existing stakes and 74 trimmed.

The largest buyer was ShawSpring Partners, adding an estimated $45.1M. The largest seller was Insight Holdings Group, cutting an estimated $285M.

  • 273 institutional investors held nCino (NCNO) as of Q3 2024, up from 249 in Q2 2024.
  • Funds reported $3.69B of nCino stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 62 funds opened new nCino positions in Q3 2024 and 36 closed out, a net change of +26 holders.
  • The largest nCino buyer in Q3 2024 was ShawSpring Partners, an estimated $45.1M added.
  • The largest nCino seller in Q3 2024 was Insight Holdings Group, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.