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232 hedge funds and large institutions have $6.46B invested in nCino in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $64.3M | Put options by funds: $34.4M

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

26% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 70

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more capital invested

Capital invested by funds: $5.22B → $6.46B (+$1.25B)

7% more funds holding

Funds holding: 217232 (+15)

3.59% more ownership

Funds ownership: 91.23%94.83% (+3.6%)

Holders
232
Holders Change
+15
Holders Change %
+6.91%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
46
Increased
88
Reduced
70
Closed
30
Calls
$64.3M
Puts
$34.4M
Net Calls
+$29.9M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
201
Compagnie Lombard Odier SCmA
Switzerland
$43K
MIFH
202
Migdal Insurance & Financial Holdings
Israel
$38K
EWA
203
Evolution Wealth Advisors
Florida
$33K +$13.8K +207 +82%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$21K -$67 -1 -0.3%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$16K +$933 +14 +7%
Baillie Gifford & Co
206
Baillie Gifford & Co
United Kingdom
$16K +$2.13K +32 +16%
GPA
207
Guidance Point Advisors
Massachusetts
$15K +$14.8K +222 New
PCH
208
Polar Capital Holdings
United Kingdom
$12.8K +$12.1M +180,752 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$12K -$11.7K -175 -52%
TRCT
210
Tower Research Capital (TRC)
New York
$11K -$180K -2,697 -95%
SSB
211
Sandy Spring Bank
Maryland
$9K -$86.7K -1,300 -91%
FWM
212
Focused Wealth Management
New York
$8K
FF
213
FourThought Financial
Florida
$8K
DAM
214
Delta Asset Management
Tennessee
$7K
TC
215
Truvestments Capital
Florida
$7K
AWM
216
Activest Wealth Management
Florida
$7K +$6.8K +102 New
CBT
217
Central Bank & Trust
Kentucky
$6K +$5.4K +81 New
GRP
218
Global Retirement Partners
California
$6K +$5.67K +85 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$4K +$4K +60 New
FA
220
Financial Advantage
Maryland
$3K
BWL
221
Bogart Wealth LLC
Virginia
$2K
BIA
222
Bell Investment Advisors
California
$2K +$2.33K +35 New
Federated Hermes
223
Federated Hermes
Pennsylvania
$1K -$323K -4,849 -100%
HI
224
Harbour Investments
Wisconsin
$1K -$67 -1 -8%
CA
225
Clearstead Advisors
Ohio
$1K

NCNO Hedge Fund Activity: Q3 2021 in Review

232 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2021, worth a combined $6.46B — up 24% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new NCNO positions and 30 closed out — a net gain of 16 holders — while 88 added to existing stakes and 70 trimmed.

The largest buyer was Brown Capital Management, opening a new position worth an estimated $71.3M. The largest seller was Salesforce Inc, cutting an estimated $100M.

  • 232 institutional investors held nCino (NCNO) as of Q3 2021, up from 217 in Q2 2021.
  • Funds reported $6.46B of nCino stock for Q3 2021, up 24% quarter-over-quarter.
  • 46 funds opened new nCino positions in Q3 2021 and 30 closed out, a net change of +16 holders.
  • The largest nCino buyer in Q3 2021 was Brown Capital Management, an estimated $71.3M added.
  • The largest nCino seller in Q3 2021 was Salesforce Inc, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2021.