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BILL Holdings
BILL

Overview Fund Activity

418 hedge funds and large institutions have $11.5B invested in BILL Holdings in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 133 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
64
Increased
133
Reduced
169
Closed
58
Calls
$468M
Puts
$336M
Net Calls
+$132M
Net Calls Change
+$193M

Top Buyers

1
Millennium Management
Millennium Management
New York
$141M
2
Capital International Investors
Capital International Investors
California
$196M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$580M
4
Morgan Stanley
Morgan Stanley
New York
$1.28B
5
LPC
Lone Pine Capital
Connecticut
$276M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$35.9M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$72.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
AM
Atreides Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$50K +$5.25K +48 +12%
IA
352
IFP Advisors
Florida
$47.9K -$17.7K -163 -27%
CAS
353
Coppell Advisory Solutions
Texas
$44.2K -$4.58K -42 -9%
AF
354
Advisornet Financial
Minnesota
$41.6K +$6.08K +56 +17%
AAM
355
Advisors Asset Management
Colorado
$39K +$434 +4 +1%
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$37.7K +$109 +1 +0.3%
GRP
357
Global Retirement Partners
California
$37.3K +$2.2K +21 +6%
Parallax Volatility Advisers
358
Parallax Volatility Advisers
California
$32.5K -$1.54M -14,218 -98%
WEO
359
William E. Oberndorf
$29.6K – – –
QL
360
Quarry LP
New York
$29.6K +$9.55K +88 +48%
BAMF
361
BI Asset Management Fondsmaeglerselskab
Denmark
$27K -$142K -1,323 -84%
LC
362
Lindbrook Capital
California
$25.2K -$217 -2 -0.9%
AIM
363
Arcadia Investment Management
Michigan
$24.4K – – –
HIIFS
364
Harel Insurance Investments & Financial Services
Israel
$24K -$2.29K -21 -9%
RA
365
RiverPark Advisors
New York
$23.6K +$23.6K +217 New
AF
366
Allworth Financial
California
$23.3K +$869 +8 +4%
HL
367
HeadInvest LLC
Maine
$21.7K +$21.7K +200 New
NA
368
NewEdge Advisors
Louisiana
$21.7K – – –
MA
369
Montag & Associates
Georgia
$21.7K +$7.17K +66 +49%
VCM
370
Versant Capital Management
Arizona
$21.2K -$326 -3 -2%
RTC
371
Riverview Trust Company
Washington
$19.8K – – –
CA
372
Crewe Advisors
Utah
$19.8K – – –
CI Investments Inc
373
CI Investments Inc
Ontario, Canada
$17K +$1.21K +11 +8%
EWA
374
EverSource Wealth Advisors
Alabama
$16.1K +$2.71K +25 +20%
RFG
375
RFP Financial Group
Georgia
$13.8K – – –
13 14
15
16 17