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188 hedge funds and large institutions have $5.57B invested in nCino in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 89 increasing their positions, 24 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 24

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

8% more funds holding

Funds holding: 174188 (+14)

7.11% more ownership

Funds ownership: 83.26%90.37% (+7.1%)

7% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $32M

0% more capital invested

Capital invested by funds: $5.54B → $5.57B (+$25.5M)

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
3.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
59
Increased
89
Reduced
24
Closed
45
Calls
$34.2M
Puts
$32M
Net Calls
+$2.23M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Focused Wealth Management
New York
$9K -$17.8K -250 -65%
SSB
177
Sandy Spring Bank
Maryland
$9K
FF
178
FourThought Financial
Florida
$7K
EIP
179
Ellis Investment Partners
Pennsylvania
$7K +$7.14K +100 New
TC
180
Truvestments Capital
Florida
$7K +$7.14K +100 New
VFA
181
Valeo Financial Advisors
Indiana
$6K +$6.78K +95 New
EP
182
Eudaimonia Partners
Tennessee
$4K +$4.42K +62 New
FA
183
Financial Advantage
Maryland
$3K
TCWM
184
Total Clarity Wealth Management
Illinois
$3K +$3.57K +50 New
BWL
185
Bogart Wealth LLC
Virginia
$2K
HI
186
Harbour Investments
Wisconsin
$1K +$714 +10 New
CA
187
Clearstead Advisors
Ohio
$1K +$1.43K +20 New
AIG
188
American International Group
New York
$63 +$43.8K +614 +182%
A
189
Accenture
Ireland
-$80.5M -1,111,111 Closed
TCM
190
Tybourne Capital Management
Hong Kong
-$72.5M -1,001,445 Closed
ACL
191
Azora Capital LP
Florida
-$9.68M -133,725 Closed
BCM
192
BlueMar Capital Management
Florida
-$5.43M -75,000 Closed
BCI
193
Brinker Capital Investments
Pennsylvania
-$4.61M -63,652 Closed
Arrowstreet Capital
194
Arrowstreet Capital
Massachusetts
-$3.92M -54,129 Closed
PMAM
195
Picton Mahoney Asset Management
Ontario, Canada
-$2.25M -31,010 Closed
Alyeska Investment Group
196
Alyeska Investment Group
Illinois
-$2.17M -30,000 Closed
DVF
197
Discovery Value Fund
Singapore
-$1.71M -23,553 Closed
MSE
198
MUFG Securities EMEA
United Kingdom
-$1.67M -23,000 Closed
Canada Pension Plan Investment Board
199
Canada Pension Plan Investment Board
Ontario, Canada
-$1.17M -16,200 Closed
JG
200
Jefferies Group
New York
-$1.09M -15,000 Closed

NCNO Hedge Fund Activity: Q1 2021 in Review

188 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q1 2021, worth a combined $5.57B — up 0.46% from $5.54B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NCNO positions and 45 closed out — a net gain of 14 holders — while 89 added to existing stakes and 24 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $239M. The largest seller was Salesforce Inc, cutting an estimated $234M.

  • 188 institutional investors held nCino (NCNO) as of Q1 2021, up from 174 in Q4 2020.
  • Funds reported $5.57B of nCino stock for Q1 2021, up 0.46% quarter-over-quarter.
  • 59 funds opened new nCino positions in Q1 2021 and 45 closed out, a net change of +14 holders.
  • The largest nCino buyer in Q1 2021 was T. Rowe Price Associates, an estimated $239M added.
  • The largest nCino seller in Q1 2021 was Salesforce Inc, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2021.