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BILL Holdings
BILL

Overview Fund Activity

418 hedge funds and large institutions have $11.5B invested in BILL Holdings in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 133 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
64
Increased
133
Reduced
169
Closed
58
Calls
$468M
Puts
$336M
Net Calls
+$132M
Net Calls Change
+$193M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$141M
2
Capital International Investors
2
Capital International Investors
California
$196M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$580M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.28B
5
LPC
5
Lone Pine Capital
Connecticut
$276M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$35.9M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$72.4M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
AM
5
Atreides Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
X
276
Xponance
Pennsylvania
$402K +$8.69K +80 +2%
KAS
277
Kestra Advisory Services
Texas
$399K -$26.3K -242 -6%
Wolverine Trading
278
Wolverine Trading
Illinois
$394K -$196K -1,806 -33%
AWAU
279
Alliance Wealth Advisors (Utah)
Utah
$391K -$326 -3 -0.1%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$385K +$5.97K +55 +2%
GAM
281
Gotham Asset Management
New York
$380K +$34.3K +316 +10%
DIM
282
DC Investments Management
Virginia
$373K – – –
Wealthfront Advisers
283
Wealthfront Advisers
California
$363K +$53.2K +490 +17%
GC
284
Guggenheim Capital
Illinois
$359K +$94.9K +874 +36%
AGWCA
285
Annis Gardner Whiting Capital Advisors
Florida
$355K +$355K +3,270 New
PCS
286
Personal CFO Solutions
New Jersey
$354K -$46.5K -428 -12%
SW
287
SVB Wealth
Massachusetts
$342K -$2.82K -26 -0.8%
SWS
288
SYSTM Wealth Solutions
Illinois
$335K – – –
CC
289
Cipher Capital
New York
$335K +$335K +3,082 New
PP
290
Prudential plc
United Kingdom
$331K -$128K -1,178 -28%
NCL
291
Nishkama Capital LLC
Puerto Rico
$326K -$2.81M -25,897 -90%
TMC
292
Trellus Management Company
Florida
$326K +$326K +3,000 New
Comerica Bank
293
Comerica Bank
Texas
$313K +$313K +2,883 New
OPS
294
Orion Portfolio Solutions
Nebraska
$313K -$15.4K -142 -5%
BCI
295
Brinker Capital Investments
Pennsylvania
$313K -$15.4K -142 -5%
CA
296
Cetera Advisors
Colorado
$308K +$5.65K +52 +2%
SOS
297
Silver Oak Securities
Tennessee
$293K – – –
CC
298
Corton Capital
Ontario, Canada
$288K -$237K -2,186 -45%
MNBTD
299
Moody National Bank Trust Division
Texas
$284K -$70.6K -650 -20%
BC
300
Bartlett & Co
Ohio
$280K – – –
10 11
12
13 14