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249 hedge funds and large institutions have $3.56B invested in nCino in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 122 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $7.14M

135% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 52

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 228249 (+21)

2.94% more ownership

Funds ownership: 95.39%98.34% (+2.9%)

13% less capital invested

Capital invested by funds: $4.07B → $3.56B (-$511M)

Holders
249
Holders Change
+21
Holders Change %
+9.21%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
122
Reduced
52
Closed
31
Calls
$44.2M
Puts
$7.14M
Net Calls
+$37M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$83.6K +$8K +256 +11%
KBC Group
202
KBC Group
Belgium
$75K +$74.7K +2,388 New
C
203
Covestor
United Kingdom
$63K -$22.4K -718 -26%
Asset Management One
204
Asset Management One
Japan
$50.8K -$7.16K -229 -12%
CF
205
Corebridge Financial
Texas
$39.6K +$39.3K +1,258 New
FNWA
206
Financial Network Wealth Advisors
Utah
$33.2K +$33K +1,056 New
GRP
207
Global Retirement Partners
California
$31.6K -$3.63K -116 -10%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$31.4K -$1.31K -42 -4%
CA
209
Crewe Advisors
Utah
$25.9K +$25.7K +822 New
Comerica Bank
210
Comerica Bank
Texas
$20.1K +$4.38K +140 +28%
AAM
211
Advisors Asset Management
Colorado
$19.2K -$7.72K -247 -29%
CLOS
212
Compagnie Lombard Odier SCmA
Switzerland
$18.9K
BCV
213
Banque Cantonale Vaudoise
Switzerland
$18K
FFA
214
Farther Finance Advisors
California
$15.9K +$14.6K +468 +1,170%
CA
215
Clearstead Advisors
Ohio
$15.3K +$15.3K +488 New
Mirae Asset Global Investments
216
Mirae Asset Global Investments
South Korea
$12.4K -$4.68M -149,781 -100%
TRCT
217
Tower Research Capital (TRC)
New York
$12K -$127K -4,048 -91%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$11K -$125 -4 -1%
AF
219
Allworth Financial
California
$10.6K +$10.2K +325 +5,417%
TAM
220
Tucker Asset Management
Colorado
$8.74K +$8.69K +278 New
QL
221
Quarry LP
New York
$7.49K +$7.44K +238 New
WWM
222
Wolff Wiese Magana
California
$6.95K +$1K +32 +17%
GI
223
GAMMA Investing
California
$6.54K +$5.22K +167 +407%
CTA
224
Colonial Trust Advisors
South Carolina
$6.29K
MIFH
225
Migdal Insurance & Financial Holdings
Israel
$6K -$2.6K -83 -30%

NCNO Hedge Fund Activity: Q2 2024 in Review

249 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q2 2024, worth a combined $3.56B — down 13% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NCNO positions and 31 closed out — a net gain of 25 holders — while 122 added to existing stakes and 52 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $57.7M. The largest seller was Insight Holdings Group, cutting an estimated $441M.

  • 249 institutional investors held nCino (NCNO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $3.56B of nCino stock for Q2 2024, down 13% quarter-over-quarter.
  • 56 funds opened new nCino positions in Q2 2024 and 31 closed out, a net change of +25 holders.
  • The largest nCino buyer in Q2 2024 was T. Rowe Price Associates, an estimated $57.7M added.
  • The largest nCino seller in Q2 2024 was Insight Holdings Group, an estimated $441M sold.

Based on aggregated 13F filings for Q2 2024.