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BILL Holdings
BILL

Overview Fund Activity

401 hedge funds and large institutions have $8.6B invested in BILL Holdings in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 175 increasing their positions, 119 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-77
Holders Change %
-16.11%
% of All Funds
6.42%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.14%
New
61
Increased
175
Reduced
119
Closed
130
Calls
$348M
Puts
$422M
Net Calls
-$74.4M
Net Calls Change
+$16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$962M
2
SCA
Southpoint Capital Advisors
New York
$211M
3
LPC
Lone Pine Capital
Connecticut
$148M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$287M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$108M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$64.7M
2
BlackRock
BlackRock
New York
$519M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
Goldman Sachs
Goldman Sachs
New York
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
276
Parkwood LLC
Ohio
$368K +$12.7K +157 +4%
CC
277
Corton Capital
Ontario, Canada
$362K +$166K +2,043 +84%
CG
278
Clifford Group
Massachusetts
$351K – – –
PL
279
Perpetual Ltd
Australia
$351K +$351K +4,323 New
PP
280
Prudential plc
United Kingdom
$345K – – –
PWS
281
Precision Wealth Strategies
Missouri
$344K -$66K -814 -16%
VA
282
Valmark Advisers
Ohio
$342K +$123K +1,516 +56%
JIC
283
Joel Isaacson & Co
New York
$321K – – –
PA
284
Procyon Advisors
Connecticut
$311K +$11.8K +146 +4%
SF
285
Synovus Financial
Georgia
$299K +$140K +1,725 +88%
AWAU
286
Alliance Wealth Advisors (Utah)
Utah
$295K +$8.93K +110 +3%
DU
287
Delphia (USA)
Ontario, Canada
$293K +$113K +1,392 +63%
TI
288
Tidal Investments
Wisconsin
$287K +$19.8K +244 +7%
KAS
289
Kestra Advisory Services
Texas
$284K -$330K -4,072 -54%
X
290
Xponance
Pennsylvania
$283K +$2.35K +29 +0.8%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$283K +$16.7K +206 +6%
DIM
292
DC Investments Management
Virginia
$279K – – –
AC
293
ASB Consultores
Florida
$269K -$243 -3 -0.1%
BAM
294
Blueshift Asset Management
New Jersey
$268K +$268K +3,301 New
SWS
295
SYSTM Wealth Solutions
Illinois
$253K -$662K -8,154 -72%
DI
296
DFPG Investments
Utah
$251K -$9.09K -112 -3%
SW
297
SVB Wealth
Massachusetts
$250K +$250K +3,079 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
298
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$231K +$184K +2,265 +386%
Verition Fund Management
299
Verition Fund Management
Connecticut
$229K -$457K -5,637 -67%
Cerity Partners
300
Cerity Partners
New York
$221K +$27.4K +338 +14%
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