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BILL Holdings
BILL

418 hedge funds and large institutions have $12.6B invested in BILL Holdings in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 143 increasing their positions, 146 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $8.6B → $12.6B (+$3.98B)

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

3% more funds holding

Funds holding: 404 → 418 (+14)

1.63% more ownership

Funds ownership: 99.79% → 101.42% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 146

11% less call options, than puts

Call options by funds: $503M | Put options by funds: $563M

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.56%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
78
Increased
143
Reduced
146
Closed
62
Calls
$503M
Puts
$563M
Net Calls
-$60.6M
Net Calls Change
+$13.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$181M
2
NMO
Newlands Management Operations
Texas
+$149M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$93.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$63.6M

Top Sellers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
-$98M
2
Morgan Stanley
Morgan Stanley
New York
-$97.6M
3
SCA
Southpoint Capital Advisors
New York
-$85.5M
4
BlackRock
BlackRock
New York
-$80.7M
5
DCP
D1 Capital Partners
New York
-$79.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PM
276
Parametrica Management
Hong Kong
$502K +$408K +4,300 New
PCM
277
Penserra Capital Management
California
$502K +$361K +3,796 +749%
PP
278
Prudential plc
United Kingdom
$494K -$2.09K -22 -0.5%
CCIA
279
Campbell & Co Investment Adviser
Maryland
$493K +$401K +4,217 New
PWS
280
Precision Wealth Strategies
Missouri
$485K -$8.36K -88 -2%
JMPWA
281
JP Morgan Private Wealth Advisors
California
$477K -$418K -4,398 -52%
JIC
282
Joel Isaacson & Co
New York
$462K – – –
KAS
283
Kestra Advisory Services
Texas
$457K +$39.7K +418 +12%
VAS
284
Vestmark Advisory Solutions
Massachusetts
$452K -$106K -1,121 -22%
SF
285
Synovus Financial
Georgia
$433K +$2K +21 +0.6%
PCS
286
Personal CFO Solutions
New Jersey
$431K +$350K +3,688 New
LSA
287
Leonteq Securities AG
Switzerland
$430K -$427K -4,492 -55%
X
288
Xponance
Pennsylvania
$423K +$12.8K +135 +4%
AWAU
289
Alliance Wealth Advisors (Utah)
Utah
$421K -$3.13K -33 -0.9%
BCM
290
Bayesian Capital Management
New York
$408K +$332K +3,493 New
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$408K +$285 +3 +0.1%
A
292
AustralianSuper
Australia
$405K -$126K -1,326 -28%
DIM
293
DC Investments Management
Virginia
$402K – – –
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$401K +$326K +3,435 New
CG
295
Cutler Group
California
$391K -$332K -3,492 -51%
MNBTD
296
Moody National Bank Trust Division
Texas
$382K -$152K -1,600 -33%
EI
297
Ethic Inc
New York
$379K +$308K +3,245 New
IIM
298
INTECH Investment Management
Florida
$373K -$396K -4,171 -57%
GAM
299
Gotham Asset Management
New York
$372K +$303K +3,185 New
SW
300
SVB Wealth
Massachusetts
$371K +$8.84K +93 +3%
10 11
12
13 14

BILL Hedge Fund Activity: Q2 2023 in Review

418 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q2 2023, worth a combined $12.6B — up 46% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BILL positions and 62 closed out — a net gain of 16 holders — while 143 added to existing stakes and 146 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $181M. The largest seller was Voloridge Investment Management, cutting an estimated $98M.

  • 418 institutional investors held BILL Holdings (BILL) as of Q2 2023, up from 404 in Q1 2023.
  • Funds reported $12.6B of BILL Holdings stock for Q2 2023, up 46% quarter-over-quarter.
  • 78 funds opened new BILL Holdings positions in Q2 2023 and 62 closed out, a net change of +16 holders.
  • The largest BILL Holdings buyer in Q2 2023 was Citadel Advisors, an estimated $181M added.
  • The largest BILL Holdings seller in Q2 2023 was Voloridge Investment Management, an estimated $98M sold.

Based on aggregated 13F filings for Q2 2023.