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BILL Holdings

309 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, 100 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+25
Holders Change %
+8.8%
% 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
100
Closed
50
Calls
$168M
Puts
$281M
Net Calls
-$114M
Net Calls Change
-$91M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$44K +$44K +303 New
FHA
277
First Horizon Advisors
Tennessee
$42K
SFSIG
278
San Francisco Sentry Investment Group
California
$25K +$25K +175 New
KFP
279
KB Financial Partners
New Jersey
$23K +$23K +157 New
JWM
280
Janiczek Wealth Management
Colorado
$21K +$9.32K +63 +80%
PNC Financial Services Group
281
PNC Financial Services Group
Pennsylvania
$17K +$3.7K +27 +28%
HFM
282
Harvest Fund Management
China
$16K +$16K +113 New
OIA
283
Optimum Investment Advisors
Illinois
$15K -$5.1K -34 -25%
CFD
284
Creative Financial Designs
Indiana
$15K +$15K +100 New
Loomis, Sayles & Company
285
Loomis, Sayles & Company
Massachusetts
$14K +$14K +98 New
RIM
286
Rockbridge Investment Management
New York
$12K -$450 -3 -4%
TWA
287
TCI Wealth Advisors
Arizona
$11K
PCG
288
Private Capital Group
Connecticut
$9K +$4.79K +33 +114%
S
289
SignatureFD
Georgia
$7K -$1.87K -12 -21%
WWM
290
Wagner Wealth Management
South Carolina
$7K +$7K +47 New
IA
291
IFP Advisors
Florida
$7K +$7K +50 New
EFSCE
292
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$878 +6 +17%
TPCW
293
TD Private Client Wealth
New York
$4.66K +$1.89K +13 +68%
ETC
294
Exchange Traded Concepts
Oklahoma
$4K +$1.12K +7 +39%
QCG
295
Quadrant Capital Group
Ohio
$3K -$6.79K -43 -69%
PWMG
296
Prestige Wealth Management Group
New Jersey
$3K +$3K +19 New
BCA
297
Berman Capital Advisors
Georgia
$3K +$3K +21 New
ADIM
298
Alpha DNA Investment Management
Maryland
$3K +$3K +22 New
BAM
299
Bellevue Asset Management
Washington
$2K -$800 -6 -29%
HI
300
Hudock Inc
Pennsylvania
$2K