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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
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$229K +$489 +7 +0.2%
PCM
277
Palisade Capital Management
New Jersey
$223K +$227K +3,250 New
SW
278
SVB Wealth
Massachusetts
$223K -$1.05K -15 -0.5%
CG
279
Cutler Group
California
$219K -$1.54M -22,060 -87%
GC
280
Gilbert & Cook
Iowa
$218K -$164K -2,349 -43%
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
$217K +$3.63K +52 +2%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$212K -$554K -7,929 -72%
GC
283
Guggenheim Capital
Illinois
$212K -$74.8K -1,070 -26%
PTC
284
Petrus Trust Company
Texas
$211K +$215K +3,069 New
WS
285
Wedbush Securities
California
$210K +$22.8K +326 +12%
QI
286
Qtron Investments
Massachusetts
$208K +$212K +3,034 New
GCP
287
GSA Capital Partners
United Kingdom
$202K -$137K -1,962 -40%
PWS
288
Precision Wealth Strategies
Missouri
$202K -$102K -1,463 -33%
PD
289
Point72 (DIFC)
United Arab Emirates
$199K +$203K +2,902 New
HI
290
Handelsinvest Investeringsforvaltning
Denmark
$173K -$91.3K -1,306 -34%
Comerica Bank
291
Comerica Bank
Texas
$168K -$140 -2 -0.1%
Osaic Holdings
292
Osaic Holdings
Arizona
$166K -$1.07M -15,371 -86%
Lazard Asset Management
293
Lazard Asset Management
New York
$156K +$103K +1,476 +184%
TRCT
294
Tower Research Capital (TRC)
New York
$155K -$158K -2,260 -50%
VI
295
Vestcor Inc
New Brunswick, Canada
$150K -$1.19K -17 -0.8%
DPAM
296
Degroof Petercam Asset Management
Belgium
$144K -$97.9K -1,400 -40%
MIM
297
MetLife Investment Management
New Jersey
$137K +$280 +4 +0.2%
ECM
298
EMC Capital Management
Texas
$129K
C
299
Covestor
United Kingdom
$113K +$108K +1,551 +1,743%
PHK
300
Point72 Hong Kong
Hong Kong
$103K +$104K +1,493 New

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.