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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
Federated Hermes
301
Federated Hermes
Pennsylvania
$100K +$96K +1,373 +1,635%
UM
302
UniSuper Management
Australia
$96.2K +$48.9K +700 +100%
Sands Capital Management
303
Sands Capital Management
Virginia
$86.2K
TWC
304
TD Waterhouse Canada
Ontario, Canada
$83.3K +$91.1K +1,303 New
A
305
AlphaQuest
New York
$77K +$48.4K +693 +162%
CWC
306
Carolinas Wealth Consulting
North Carolina
$68.7K +$69.9K +1,000 New
QL
307
Quarry LP
New York
$67.6K +$43.5K +622 +172%
AIG
308
American International Group
New York
$58.1K +$140 +2 +0.2%
RIM
309
Rakuten Investment Management
Japan
$57.1K +$53.3K +762 +1,104%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$56K +$20.6K +295 +57%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$53K -$909 -13 -2%
OAM
312
Ostrum Asset Management
France
$50.6K
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.1K +$48K +686 New
AAM
314
Advisors Asset Management
Colorado
$45.2K +$19.7K +282 +75%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$43K +$22.9K +328 +110%
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$34.2K -$53.1K -759 -60%
PA
317
Parallel Advisors
California
$33.8K -$62.1K -889 -64%
NA
318
NewEdge Advisors
Louisiana
$27.8K
Group One Trading
319
Group One Trading
Illinois
$27.4K -$765K -10,945 -96%
SAM
320
Shell Asset Management
Netherlands
$27K -$275K -3,935 -88%
AAP
321
Arax Advisory Partners
Colorado
$25K +$23.3K +334 +1,113%
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
$22.1K +$559 +8 +2%
HNB
323
Huntington National Bank
Ohio
$21.8K +$20.8K +298 +1,568%
IA
324
IFP Advisors
Florida
$18.1K +$18.3K +262 +13,100%
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$14K +$3.08K +44 +28%

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.