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BILL Holdings

336 hedge funds and large institutions have $4.86B invested in BILL Holdings in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 124 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $161M | Put options by funds: $116M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 124

3.79% less ownership

Funds ownership: 90.77%86.97% (-3.8%)

10% less funds holding

Funds holding: 375336 (-39)

26% less capital invested

Capital invested by funds: $6.55B → $4.86B (-$1.7B)

34% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 97

Holders
336
Holders Change
-39
Holders Change %
-10.4%
% of All Funds
4.85%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
64
Increased
121
Reduced
124
Closed
97
Calls
$161M
Puts
$116M
Net Calls
+$44.8M
Net Calls Change
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
276
State of Wyoming
Wyoming
$16.3K +$17.5K +310 New
LC
277
Lindbrook Capital
California
$15.9K +$8.66K +153 +103%
Jones Financial Companies
278
Jones Financial Companies
Missouri
$15.8K +$17K +300 New
VWM
279
Venturi Wealth Management
Texas
$14.2K +$4.41K +78 +41%
CA
280
Clearstead Advisors
Ohio
$13.6K +$14.6K +258 New
BTI
281
Blue Trust Inc
Georgia
$10.4K +$8.54K +151 New
CI Investments Inc
282
CI Investments Inc
Ontario, Canada
$10K -$736 -13 -7%
S
283
SignatureFD
Georgia
$8.63K +$6.68K +118 +257%
HNB
284
Hilltop National Bank
Wyoming
$7.1K
CA
285
Crewe Advisors
Utah
$7.05K
GRP
286
Global Retirement Partners
California
$6.68K -$2.6K -46 -27%
AGWCA
287
Annis Gardner Whiting Capital Advisors
Florida
$6.68K
RFG
288
RFP Financial Group
Georgia
$6.68K
GI
289
GAMMA Investing
California
$6.58K +$1.07K +19 +18%
CAS
290
Coppell Advisory Solutions
Texas
$6.42K +$6.9K +122 New
AT
291
Arlington Trust
Alabama
$6.21K
PA
292
Parallel Advisors
California
$6.1K -$21.3K -376 -76%
RS
293
Rakuten Securities
Japan
$6K +$1.64K +29 +34%
CWM
294
CarsonAllaria Wealth Management
Illinois
$5.26K
AF
295
Advisornet Financial
Minnesota
$5K -$1.19K -21 -18%
AF
296
Allworth Financial
California
$4.56K -$622 -11 -11%
TAM
297
Tucker Asset Management
Colorado
$4.47K +$4.81K +85 New
HIIFS
298
Harel Insurance Investments & Financial Services
Israel
$4K -$3.11K -55 -43%
EWA
299
EverSource Wealth Advisors
Alabama
$3.6K +$622 +11 +18%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$3.32K +$1.25K +22 +54%

BILL Hedge Fund Activity: Q2 2024 in Review

336 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q2 2024, worth a combined $4.86B — down 26% from $6.55B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of BILL and 64 opened new positions — a net loss of 33 holders — while 124 trimmed existing stakes and 121 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $85.6M. The largest seller was Franklin Resources, cutting an estimated $157M.

  • 336 institutional investors held BILL Holdings (BILL) as of Q2 2024, down from 375 in Q1 2024.
  • Funds reported $4.86B of BILL Holdings stock for Q2 2024, down 26% quarter-over-quarter.
  • 64 funds opened new BILL Holdings positions in Q2 2024 and 97 closed out, a net change of -33 holders.
  • The largest BILL Holdings buyer in Q2 2024 was Parnassus Investments, an estimated $85.6M added.
  • The largest BILL Holdings seller in Q2 2024 was Franklin Resources, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2024.