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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
WWM
176
Wolff Wiese Magana
California
$6.01K
Bessemer Group
177
Bessemer Group
New Jersey
$6K -$10.8K -351 -64%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$5.85K -$1.54K -50 -21%
PTC
179
Private Trust Company
Ohio
$3.82K
Citadel Advisors
180
Citadel Advisors
Florida
$3.82K +$3.7K +120 New
VWM
181
Venturi Wealth Management
Texas
$3.12K
AF
182
Allworth Financial
California
$3.08K -$1.85K -60 -38%
LC
183
Lindbrook Capital
California
$2.89K +$185 +6 +7%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$2.61K
BWL
185
Bogart Wealth LLC
Virginia
$1.91K
GI
186
Gradient Investments
Minnesota
$1.69K +$1.64K +53 New
FWM
187
Focused Wealth Management
New York
$1.59K
BIA
188
Bell Investment Advisors
California
$1.18K -$154 -5 -12%
VNA
189
Valley National Advisers
Pennsylvania
$1K +$926 +30 New
HI
190
Harbour Investments
Wisconsin
$954
QCG
191
Quadrant Capital Group
Ohio
$764 +$555 +18 +300%
JWA
192
JFS Wealth Advisors
Pennsylvania
$446 +$432 +14 New
UBS Group
193
UBS Group
Switzerland
$445 -$864 -28 -67%
SIC
194
SJS Investment Consulting
Ohio
$128 +$123 +4 New
AF
195
Advisornet Financial
Minnesota
$127 +$123 +4 New
First Manhattan
196
First Manhattan
New York
$95 +$93 +3 New
SI
197
SQN Investors
California
-$9.02M -299,600 Closed
Voloridge Investment Management
198
Voloridge Investment Management
Florida
-$6.18M -205,065 Closed
Two Sigma Investments
199
Two Sigma Investments
New York
-$2.36M -78,415 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
-$1.6M -53,000 Closed

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.