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BILL Holdings
BILL

310 hedge funds and large institutions have $11.6B invested in BILL Holdings in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 104 increasing their positions, 101 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

10% more capital invested

Capital invested by funds: $10.5B → $11.6B (+$1.09B)

9% more funds holding

Funds holding: 285 → 310 (+25)

2.08% more ownership

Funds ownership: 94.78% → 96.86% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 101

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

40% less call options, than puts

Call options by funds: $168M | Put options by funds: $281M

Holders
310
Holders Change
+25
Holders Change %
+8.77%
% of All Funds
5.44%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
78
Increased
104
Reduced
101
Closed
50
Calls
$168M
Puts
$281M
Net Calls
-$114M
Net Calls Change
-$91M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$265M
2
MCM
Melvin Capital Management
New York
+$232M
3
American Century Companies
American Century Companies
Missouri
+$132M
4
SI
SQN Investors
California
+$68.2M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$58.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$147M
2
JP Morgan Chase
JP Morgan Chase
New York
-$108M
3
Franklin Resources
Franklin Resources
California
-$105M
4
PC
PointState Capital
New York
-$93.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$69.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
251
Meeder Asset Management
Ohio
$204K +$207K +1,380 +6,000%
SAM
252
Shell Asset Management
Netherlands
$185K +$190K +1,270 New
SCM
253
Silvant Capital Management
Georgia
$181K +$186K +1,245 New
CG
254
Cutler Group
California
$174K -$508K -3,394 -74%
WWM
255
Wolff Wiese Magana
California
$152K – – –
SWM
256
Spire Wealth Management
Virginia
$144K +$148K +991 New
SPIA
257
Steward Partners Investment Advisory
New York
$140K +$80K +534 +124%
T
258
TOBAM
France
$139K +$144K +958 New
WB
259
Webster Bank
Connecticut
$134K – – –
CM
260
Capula Management
Cayman Islands
$131K +$135K +903 New
DZ Bank
261
DZ Bank
Germany
$121K +$125K +835 New
AWC
262
Abundance Wealth Counselors
Pennsylvania
$109K +$112K +750 New
Canada Pension Plan Investment Board
263
Canada Pension Plan Investment Board
Ontario, Canada
$105K +$109K +725 New
Twin Tree Management
264
Twin Tree Management
Texas
$103K +$106K +708 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$101K +$104K +695 New
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$99K -$43.3K -289 -30%
SFS
267
Sowell Financial Services
Arkansas
$91K -$101K -676 -49%
Asset Management One
268
Asset Management One
Japan
$89K +$6.74K +45 +8%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$85K +$72.8K +486 +486%
VFA
270
Valeo Financial Advisors
Indiana
$80K -$82.4K -550 -50%
Royal Bank of Canada
271
Royal Bank of Canada
Ontario, Canada
$65K +$40.9K +273 +153%
SOW
272
State of Wyoming
Wyoming
$59K +$61K +407 New
FF
273
FourThought Financial
Florida
$58K -$4.19K -28 -6%
BCV
274
Banque Cantonale Vaudoise
Switzerland
$55K – – –
JGIA
275
Jackson Grant Investment Advisers
Connecticut
$44K – – –
9 10
11
12 13

BILL Hedge Fund Activity: Q1 2021 in Review

310 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q1 2021, worth a combined $11.6B — up 10% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BILL positions and 50 closed out — a net gain of 28 holders — while 104 added to existing stakes and 101 trimmed.

The largest buyer was Capital International Investors, adding an estimated $265M. The largest seller was T. Rowe Price Associates, cutting an estimated $147M.

  • 310 institutional investors held BILL Holdings (BILL) as of Q1 2021, up from 285 in Q4 2020.
  • Funds reported $11.6B of BILL Holdings stock for Q1 2021, up 10% quarter-over-quarter.
  • 78 funds opened new BILL Holdings positions in Q1 2021 and 50 closed out, a net change of +28 holders.
  • The largest BILL Holdings buyer in Q1 2021 was Capital International Investors, an estimated $265M added.
  • The largest BILL Holdings seller in Q1 2021 was T. Rowe Price Associates, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2021.