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BILL Holdings

489 hedge funds and large institutions have $13.4B invested in BILL Holdings in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 160 increasing their positions, 172 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 40

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

22% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.4B)

13% more funds holding

Funds holding: 431489 (+58)

2% more call options, than puts

Call options by funds: $398M | Put options by funds: $389M

0.42% more ownership

Funds ownership: 96.51%96.93% (+0.42%)

7% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 172

Holders
489
Holders Change
+58
Holders Change %
+13.46%
% of All Funds
8.42%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
100
Increased
160
Reduced
172
Closed
40
Calls
$398M
Puts
$389M
Net Calls
+$9.23M
Net Calls Change
-$9.07M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Valeo Financial Advisors
Indiana
$306K +$1.72K +12 +0.5%
BCI
352
Brinker Capital Investments
Pennsylvania
$297K +$22.7K +158 +8%
GCP
353
GSA Capital Partners
United Kingdom
$297K +$322K +2,241 New
SOS
354
Silver Oak Securities
Tennessee
$293K +$388K +2,700 New
SAS
355
Stelac Advisory Services
New York
$293K
VI
356
Vestcor Inc
New Brunswick, Canada
$293K +$5.75K +40 +2%
MIH
357
Meitav Investment House
Israel
$290K
WFA
358
WMG Financial Advisors
Tennessee
$290K
USCWA
359
U.S. Capital Wealth Advisors
Texas
$284K -$7.9K -55 -2%
OWA
360
Octavia Wealth Advisors
Ohio
$283K
WG
361
Winton Group
United Kingdom
$283K +$307K +2,135 New
AWM
362
Avior Wealth Management
Nebraska
$276K -$61.2K -426 -17%
PA
363
Parallel Advisors
California
$273K +$20.5K +143 +7%
LNWWM
364
Laird Norton Wetherby Wealth Management
California
$271K +$294K +2,045 New
UC
365
Unio Capital
New Jersey
$267K
PP
366
Prudential plc
United Kingdom
$266K +$289K +2,012 New
MIM
367
MetLife Investment Management
New Jersey
$266K -$6.9K -48 -2%
BRWA
368
B. Riley Wealth Advisors
Florida
$264K +$2.3K +16 +0.8%
Robeco Institutional Asset Management
369
Robeco Institutional Asset Management
Netherlands
$261K -$803K -5,587 -74%
IFWM
370
Institute for Wealth Management
Colorado
$259K +$281K +1,958 New
RJFSA
371
Raymond James Financial Services Advisors
Florida
$256K -$20.3K -141 -7%
SF
372
Synovus Financial
Georgia
$254K +$272K +1,893 New
SFA
373
Souders Financial Advisors
Ohio
$251K +$272K +1,894 New
X
374
Xponance
Pennsylvania
$250K +$6.04K +42 +2%
Cambridge Investment Research Advisors
375
Cambridge Investment Research Advisors
Iowa
$249K +$270K +1,879 New

BILL Hedge Fund Activity: Q3 2022 in Review

489 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q3 2022, worth a combined $13.4B — up 22% from $11B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new BILL positions and 40 closed out — a net gain of 60 holders — while 160 added to existing stakes and 172 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was T. Rowe Price Associates, cutting an estimated $423M.

  • 489 institutional investors held BILL Holdings (BILL) as of Q3 2022, up from 431 in Q2 2022.
  • Funds reported $13.4B of BILL Holdings stock for Q3 2022, up 22% quarter-over-quarter.
  • 100 funds opened new BILL Holdings positions in Q3 2022 and 40 closed out, a net change of +60 holders.
  • The largest BILL Holdings buyer in Q3 2022 was Morgan Stanley, an estimated $125M added.
  • The largest BILL Holdings seller in Q3 2022 was T. Rowe Price Associates, an estimated $423M sold.

Based on aggregated 13F filings for Q3 2022.