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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
S
351
SignatureFD
Georgia
$3.16K -$40.1K -573 -93%
HFM
352
Harvest Fund Management
China
$3K
FHA
353
First Horizon Advisors
Tennessee
$2.89K -$55.9K -800 -95%
PFBT
354
Parkside Financial Bank & Trust
Missouri
$2.82K -$699 -10 -20%
GWSG
355
GPS Wealth Strategies Group
Colorado
$2.75K
AWM
356
Avior Wealth Management
Nebraska
$2.54K +$2.59K +37 New
EC
357
Elequin Capital
New York
$2.34K +$2.38K +34 New
AW
358
Avion Wealth
Texas
$2K +$1.61K +23 New
QCG
359
Quadrant Capital Group
Ohio
$1.99K -$2.94K -42 -59%
AWM
360
Atticus Wealth Management
Florida
$1.65K
KFS
361
Kelly Financial Services
Massachusetts
$1.31K +$559 +8 +73%
BIA
362
Bell Investment Advisors
California
$1.1K
HI
363
Harbour Investments
Wisconsin
$1.1K +$769 +11 +220%
PWMG
364
Private Wealth Management Group
New Jersey
$1.03K -$70 -1 -6%
VNA
365
Valley National Advisers
Pennsylvania
$1K +$1.05K +15 New
JWA
366
JFS Wealth Advisors
Pennsylvania
$963 -$419 -6 -30%
IFAM
367
Institutional & Family Asset Management
Colorado
$756 +$769 +11 New
BCH
368
Berkshire Capital Holdings
California
$687 -$7.58M -108,450 -100%
SIC
369
SJS Investment Consulting
Ohio
$482 -$70 -1 -13%
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$482
SAM
371
Smartleaf Asset Management
Massachusetts
$405 +$419 +6 New
TWD
372
True Wealth Design
Ohio
$344 +$210 +3 +150%
CA
373
CoreCap Advisors
Michigan
$206 +$210 +3 New
GI
374
Gradient Investments
Minnesota
$137 -$1.26K -18 -90%
MCM
375
MV Capital Management
Maryland
$69 +$70 +1 New

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.