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BILL Holdings
BILL

428 hedge funds and large institutions have $25.3B invested in BILL Holdings in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 46

142% more funds holding in top 10

Funds holding in top 10: 12 → 29 (+17)

109% more call options, than puts

Call options by funds: $810M | Put options by funds: $387M

67% more capital invested

Capital invested by funds: $15.2B → $25.3B (+$10.1B)

24% more funds holding

Funds holding: 345 → 428 (+83)

7.82% more ownership

Funds ownership: 87.92% → 95.74% (+7.8%)

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

Holders
428
Holders Change
+83
Holders Change %
+24.06%
% of All Funds
7.49%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.51%
New
132
Increased
137
Reduced
130
Closed
46
Calls
$810M
Puts
$387M
Net Calls
+$423M
Net Calls Change
+$127M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.46B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$644M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
MCM
Melvin Capital Management
New York
+$294M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$127M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$294M
2
JSP
Jackson Square Partners
California
-$239M
3
PC
PointState Capital
New York
-$177M
4
TCM
Tybourne Capital Management
Hong Kong
-$153M
5
Invesco
Invesco
Georgia
-$84.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
226
PineBridge Investments
New York
$2.21M -$227K -984 -11%
JF
227
Jump Financial
Illinois
$2.19M +$1.14M +4,948 +152%
Principal Financial Group
228
Principal Financial Group
Iowa
$2.17M -$5.01M -21,701 -73%
BCM
229
Brookstone Capital Management
Illinois
$2.17M +$1.7M +7,355 New
MS
230
Maven Securities
Jersey
$2.17M +$1.87M +8,108 New
BCM
231
Bayesian Capital Management
New York
$2.16M +$1.54M +6,693 +476%
EF
232
Empowered Funds
Pennsylvania
$2.14M +$1.85M +8,007 New
Creative Planning
233
Creative Planning
Kansas
$2.14M -$372K -1,614 -17%
GPCM
234
Granite Point Capital Management
Massachusetts
$2.14M +$1.85M +8,000 New
BFEC
235
Benjamin F. Edwards & Company
Missouri
$2.05M +$1.77M +7,667 New
Amundi
236
Amundi
France
$2.03M +$1.76M +7,614 New
Deutsche Bank
237
Deutsche Bank
Germany
$2.03M -$3.81M -16,502 -68%
CCFM
238
Clear Creek Financial Management
Washington
$1.99M +$1.72M +7,456 New
SG Americas Securities
239
SG Americas Securities
New York
$1.96M -$478K -2,070 -22%
Zurich Cantonal Bank
240
Zurich Cantonal Bank
Switzerland
$1.95M +$82.1K +356 +5%
PWS
241
Precision Wealth Strategies
Missouri
$1.78M -$228K -988 -13%
RJA
242
Raymond James & Associates
Florida
$1.77M -$162K -703 -10%
CCM
243
CAAS Capital Management
New York
$1.67M +$1.44M +6,238 New
Wealthfront Advisers
244
Wealthfront Advisers
California
$1.65M +$1.43M +6,188 New
UBS Group
245
UBS Group
Switzerland
$1.6M +$471K +2,042 +52%
SAM
246
Shell Asset Management
Netherlands
$1.57M -$57.7K -250 -4%
MSRPS
247
Maryland State Retirement & Pension System
Maryland
$1.55M +$68.5K +297 +5%
AGM
248
Alpine Global Management
New York
$1.47M +$1.27M +5,519 New
BAM
249
Bullseye Asset Management
Colorado
$1.46M -$1.3M -5,648 -51%
YIH
250
Y-Intercept (HK)
Hong Kong
$1.43M -$122K -530 -9%
8 9
10
11 12

BILL Hedge Fund Activity: Q3 2021 in Review

428 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q3 2021, worth a combined $25.3B — up 67% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new BILL positions and 46 closed out — a net gain of 86 holders — while 137 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.46B. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $294M.

  • 428 institutional investors held BILL Holdings (BILL) as of Q3 2021, up from 345 in Q2 2021.
  • Funds reported $25.3B of BILL Holdings stock for Q3 2021, up 67% quarter-over-quarter.
  • 132 funds opened new BILL Holdings positions in Q3 2021 and 46 closed out, a net change of +86 holders.
  • The largest BILL Holdings buyer in Q3 2021 was Morgan Stanley, an estimated $1.46B added.
  • The largest BILL Holdings seller in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $294M sold.

Based on aggregated 13F filings for Q3 2021.