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BILL Holdings

342 hedge funds and large institutions have $4.79B invested in BILL Holdings in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 121 increasing their positions, 125 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $271M | Put options by funds: $221M

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

2% more funds holding

Funds holding: 336342 (+6)

1% less capital invested

Capital invested by funds: $4.86B → $4.79B (-$67M)

3% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 125

2% less ownership

Funds ownership: 86.97%84.97% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
342
Holders Change
+6
Holders Change %
+1.79%
% of All Funds
4.91%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
72
Increased
121
Reduced
125
Closed
62
Calls
$271M
Puts
$221M
Net Calls
+$49.6M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
276
Plato Investment Management
Australia
$25.7K -$250K -4,851 -91%
HNB
277
Hilltop National Bank
Wyoming
$24.7K +$17.2K +334 +247%
AF
278
Allworth Financial
California
$24.1K +$19.2K +372 +438%
Mirae Asset Global Investments
279
Mirae Asset Global Investments
South Korea
$23.4K +$4.17K +81 +22%
CM
280
Caption Management
Oklahoma
$21.9K -$509K -9,884 -96%
CFM
281
Catalyst Funds Management
Australia
$21.1K -$458K -8,900 -96%
TRCT
282
Tower Research Capital (TRC)
New York
$20.5K -$835K -16,211 -98%
Allspring Global Investments
283
Allspring Global Investments
North Carolina
$20.3K +$824 +16 +4%
Nomura Asset Management
284
Nomura Asset Management
Japan
$20K -$575K -11,161 -97%
Skandinaviska Enskilda Banken (SEB)
285
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.4K
IA
286
IFP Advisors
Florida
$17.4K -$17.9K -348 -51%
CI Investments Inc
287
CI Investments Inc
Ontario, Canada
$17K +$7.31K +142 +76%
S
288
SignatureFD
Georgia
$16.4K +$7.52K +146 +89%
RCM
289
Raleigh Capital Management
North Carolina
$15.8K +$15.4K +300 New
ACM
290
Aster Capital Management
United Arab Emirates
$15K +$14.6K +284 New
NA
291
NewEdge Advisors
Louisiana
$11.9K +$11.6K +225 New
EWA
292
EverSource Wealth Advisors
Alabama
$11.7K +$7.67K +149 +207%
PA
293
Parallel Advisors
California
$10.8K +$4.53K +88 +76%
GI
294
GAMMA Investing
California
$9.23K +$2.57K +50 +40%
Jones Financial Companies
295
Jones Financial Companies
Missouri
$9.09K -$6.64K -129 -43%
CA
296
Clearstead Advisors
Ohio
$7.97K -$5.51K -107 -41%
HNB
297
Huntington National Bank
Ohio
$7.17K +$6.8K +132 +3,300%
CA
298
Crewe Advisors
Utah
$7.07K
CAS
299
Coppell Advisory Solutions
Texas
$6.49K
AT
300
Arlington Trust
Alabama
$6.23K

BILL Hedge Fund Activity: Q3 2024 in Review

342 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q3 2024, worth a combined $4.79B — down 1.4% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BILL positions and 62 closed out — a net gain of 10 holders — while 121 added to existing stakes and 125 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $85.8M. The largest seller was Fidelity Investments, cutting an estimated $126M.

  • 342 institutional investors held BILL Holdings (BILL) as of Q3 2024, up from 336 in Q2 2024.
  • Funds reported $4.79B of BILL Holdings stock for Q3 2024, down 1.4% quarter-over-quarter.
  • 72 funds opened new BILL Holdings positions in Q3 2024 and 62 closed out, a net change of +10 holders.
  • The largest BILL Holdings buyer in Q3 2024 was Abdiel Capital Advisors, an estimated $85.8M added.
  • The largest BILL Holdings seller in Q3 2024 was Fidelity Investments, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2024.