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BILL Holdings

375 hedge funds and large institutions have $6.55B invested in BILL Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $210M | Put options by funds: $159M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less funds holding

Funds holding: 410375 (-35)

10% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 143

16.6% less ownership

Funds ownership: 107.37%90.77% (-17%)

30% less capital invested

Capital invested by funds: $9.31B → $6.55B (-$2.76B)

30% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 102

Holders
375
Holders Change
-35
Holders Change %
-8.54%
% of All Funds
5.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
71
Increased
128
Reduced
143
Closed
102
Calls
$210M
Puts
$159M
Net Calls
+$51.4M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
251
Truist Financial
North Carolina
$350K -$497K -7,108 -58%
ALAM
252
Asahi Life Asset Management
Japan
$346K +$352K +5,030 New
AIMCA
253
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$337K
Bank of Nova Scotia
254
Bank of Nova Scotia
Ontario, Canada
$321K +$3.36K +48 +1%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$314K +$11.7K +168 +4%
PWM
256
Prosperity Wealth Management
California
$308K +$121K +1,730 +63%
VFA
257
Valeo Financial Advisors
Indiana
$307K +$52.4K +750 +18%
SG Americas Securities
258
SG Americas Securities
New York
$304K +$310K +4,430 New
Capstone Investment Advisors
259
Capstone Investment Advisors
New York
$301K -$70.2K -1,004 -19%
CCIA
260
Campbell & Co Investment Adviser
Maryland
$297K +$53.8K +770 +22%
VI
261
Versor Investments
New York
$296K -$165K -2,354 -35%
CMF
262
Counterpoint Mutual Funds
California
$291K +$296K +4,233 New
VanEck Associates
263
VanEck Associates
New York
$288K +$293K +4,189 New
JIC
264
Joel Isaacson & Co
New York
$276K +$4.26K +61 +2%
LCS
265
Levin Capital Strategies
New York
$275K +$280K +4,000 New
VPIM
266
Vanguard Personalized Indexing Management
California
$272K -$56.8K -812 -17%
TI
267
Tidal Investments
Wisconsin
$271K -$543K -7,761 -66%
CWM
268
CIBC World Markets
New York
$270K +$88.2K +1,261 +47%
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$265K -$1.41M -20,112 -84%
Cerity Partners
270
Cerity Partners
New York
$258K +$53.8K +770 +26%
BC
271
Bridgefront Capital
Texas
$251K +$256K +3,658 New
Robeco Institutional Asset Management
272
Robeco Institutional Asset Management
Netherlands
$244K +$116K +1,653 +87%
AC
273
AXQ Capital
New Jersey
$234K +$238K +3,400 New
SPIA
274
Steward Partners Investment Advisory
New York
$233K +$59.4K +850 +34%
ZCI
275
Zevenbergen Capital Investments
Washington
$232K -$48.9M -700,016 -100%

BILL Hedge Fund Activity: Q1 2024 in Review

375 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q1 2024, worth a combined $6.55B — down 30% from $9.31B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of BILL and 71 opened new positions — a net loss of 31 holders — while 143 trimmed existing stakes and 128 added.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $1.09B.

  • 375 institutional investors held BILL Holdings (BILL) as of Q1 2024, down from 410 in Q4 2023.
  • Funds reported $6.55B of BILL Holdings stock for Q1 2024, down 30% quarter-over-quarter.
  • 71 funds opened new BILL Holdings positions in Q1 2024 and 102 closed out, a net change of -31 holders.
  • The largest BILL Holdings buyer in Q1 2024 was Fidelity Investments, an estimated $112M added.
  • The largest BILL Holdings seller in Q1 2024 was Morgan Stanley, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2024.