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197 hedge funds and large institutions have $2.73B invested in nCino in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $12.7M

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

3.89% more ownership

Funds ownership: 89.21%93.11% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

2% less funds holding

Funds holding: 202197 (-5)

19% less capital invested

Capital invested by funds: $3.37B → $2.73B (-$639M)

Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
3.17%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
38
Increased
75
Reduced
61
Closed
38
Calls
$30.7M
Puts
$12.7M
Net Calls
+$17.9M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
176
Central Bank & Trust
Kentucky
$2.14K
MCM
177
Manchester Capital Management
Vermont
$2.01K +$2.14K +76 New
BEI
178
Benjamin Edwards Inc
Missouri
$2K
MWC
179
MBM Wealth Consultants
Missouri
$2K +$2.36K +84 New
BWL
180
Bogart Wealth LLC
Virginia
$1.59K
BIA
181
Bell Investment Advisors
California
$1.59K +$788 +28 +88%
FWM
182
Focused Wealth Management
New York
$1.32K
MCC
183
Money Concepts Capital
Florida
$1.14K +$1.21K +43 New
TFA
184
Transamerica Financial Advisors
Florida
$1K
IA
185
IFP Advisors
Florida
$1K +$141 +5 +31%
CG
186
Cutler Group
California
$1K +$1.41K +50 New
LC
187
Lindbrook Capital
California
$899 -$1.44K -51 -60%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$899 -$450 -16 -32%
HI
189
Harbour Investments
Wisconsin
$793
CA
190
Clearstead Advisors
Ohio
$529
AF
191
Allworth Financial
California
$423 +$253 +9 +129%
GWS
192
Glassman Wealth Services
Virginia
$397 -$338 -12 -44%
JC
193
JCSD Capital
California
$264 -$354K -12,590 -100%
QCG
194
Quadrant Capital Group
Ohio
$264 -$535 -19 -66%
HRCM
195
Hood River Capital Management
Florida
-$13.5M -396,296 Closed
Millennium Management
196
Millennium Management
New York
-$11.8M -347,286 Closed
DCM
197
Driehaus Capital Management
Illinois
-$11.6M -340,906 Closed
SIG
198
Senator Investment Group
New York
-$8.02M -235,000 Closed
FWM
199
Foresight Wealth Management
Utah
-$5.84M -171,103 Closed
Adage Capital Partners
200
Adage Capital Partners
Massachusetts
-$4.26M -125,000 Closed

NCNO Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q4 2022, worth a combined $2.73B — down 19% from $3.37B a quarter earlier.

Fund positioning in NCNO was balanced in Q4 2022: 38 funds opened new positions, 38 closed out, 75 added to existing stakes and 61 trimmed.

The largest buyer was Insight Holdings Group, adding an estimated $223M. The largest seller was T. Rowe Price Associates, cutting an estimated $105M.

  • 197 institutional investors held nCino (NCNO) as of Q4 2022, down from 202 in Q3 2022.
  • Funds reported $2.73B of nCino stock for Q4 2022, down 19% quarter-over-quarter.
  • 38 funds opened new nCino positions in Q4 2022 and 38 closed out, a net change of 0 holders.
  • The largest nCino buyer in Q4 2022 was Insight Holdings Group, an estimated $223M added.
  • The largest nCino seller in Q4 2022 was T. Rowe Price Associates, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2022.