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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
HI
301
Harbour Investments
Wisconsin
$2.95K +$2.26K +40 +250%
VF
302
VitalStone Financial
Texas
$2.58K +$2.77K +49 New
FFA
303
Farther Finance Advisors
California
$2.54K -$962 -17 -26%
AAG
304
Armstrong Advisory Group
Massachusetts
$2.26K
FHA
305
First Horizon Advisors
Tennessee
$2.21K
S
306
Sachetta
Massachusetts
$2.09K +$2.26K +40 New
HFM
307
Harvest Fund Management
China
$2K
VNA
308
Valley National Advisers
Pennsylvania
$2K +$1.7K +30 +200%
CP
309
Castleview Partners
Texas
$1.32K +$1.42K +25 New
AWM
310
Atticus Wealth Management
Florida
$1.26K
SAM
311
Smartleaf Asset Management
Massachusetts
$1.26K +$1.07K +19 +317%
BGAI
312
Bruce G. Allen Investments
Colorado
$1.16K +$1.25K +22 New
PWMG
313
Private Wealth Management Group
New Jersey
$1.11K +$340 +6 +40%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$895 -$257K -4,545 -100%
CFGS
315
Concourse Financial Group Securities
Alabama
$894 -$2.15K -38 -69%
HGA
316
Hobbs Group Advisors
South Carolina
$860 +$11.3K +200 New
PS
317
Principal Securities
Iowa
$737 -$1.87K -33 -70%
JWA
318
JFS Wealth Advisors
Pennsylvania
$685 -$57 -1 -7%
GEA
319
Glen Eagle Advisors
New Jersey
$684 +$736 +13 New
IFAM
320
Institutional & Family Asset Management
Colorado
$579
QCG
321
Quadrant Capital Group
Ohio
$527 -$1.07K -19 -66%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$526 +$566 +10 New
KFS
323
Kelly Financial Services
Massachusetts
$474 -$566 -10 -53%
BIA
324
Bell Investment Advisors
California
$474 -$396 -7 -44%
TFM
325
TFC Financial Management
Massachusetts
$421 +$453 +8 New