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BILL Holdings

285 hedge funds and large institutions have $10.5B invested in BILL Holdings in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 116 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

66% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 70

47% more capital invested

Capital invested by funds: $7.15B → $10.5B (+$3.35B)

16% more funds holding

Funds holding: 246285 (+39)

5.86% more ownership

Funds ownership: 88.92%94.78% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

17% less call options, than puts

Call options by funds: $111M | Put options by funds: $134M

Holders
285
Holders Change
+39
Holders Change %
+15.85%
% of All Funds
5.04%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
78
Increased
116
Reduced
70
Closed
39
Calls
$111M
Puts
$134M
Net Calls
-$22.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
251
Sargent Bickham Lagudis
Colorado
$55K
MC
252
Maverick Capital
Texas
$53K +$45.5K +386 New
BCV
253
Banque Cantonale Vaudoise
Switzerland
$52K -$11.3K -96 -20%
JGIA
254
Jackson Grant Investment Advisers
Connecticut
$41K +$35.4K +300 New
FHA
255
First Horizon Advisors
Tennessee
$40K +$236 +2 +0.7%
NFSG
256
Newbridge Financial Services Group
Florida
$35K +$2.36K +20 +8%
Royal Bank of Canada
257
Royal Bank of Canada
Ontario, Canada
$24K -$17.9K -152 -46%
OIA
258
Optimum Investment Advisors
Illinois
$18K
TCWA
259
Ten Capital Wealth Advisors
Washington
$18K +$15.4K +131 New
ASN
260
Advisory Services Network
Georgia
$17K +$3.42K +29 +31%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$13K +$10.6K +90 +1,286%
RPWA
262
Regent Peak Wealth Advisors
Georgia
$13K +$11.4K +97 New
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$13K +$11.8K +100 New
RIM
264
Rockbridge Investment Management
New York
$11K
JWM
265
Janiczek Wealth Management
Colorado
$11K +$5.19K +44 +126%
TWA
266
TCI Wealth Advisors
Arizona
$10K
S
267
SignatureFD
Georgia
$8K +$1.89K +16 +39%
QCG
268
Quadrant Capital Group
Ohio
$8K +$7.31K +62 New
WEC
269
Winslow Evans & Crocker
Massachusetts
$7K
RE
270
RBC Europe
United Kingdom
$6.14K
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
AIM
272
Anchor Investment Management
South Carolina
$4.78K +$4.13K +35 New
PCG
273
Private Capital Group
Connecticut
$4K
MAM
274
Meeder Asset Management
Ohio
$3K -$74.3K -630 -96%
BAM
275
Bellevue Asset Management
Washington
$3K +$118 +1 +5%