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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
AI
376
Accredited Investors
Minnesota
$248K
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$248K +$269K +1,875 New
PCM
378
Prelude Capital Management
New York
$248K +$270K +1,877 New
BC
379
Bridgefront Capital
Texas
$247K +$268K +1,868 New
BFA
380
BMS Financial Advisors
South Dakota
$244K -$22.7K -158 -8%
OQS
381
Occudo Quantitative Strategies
Florida
$242K +$263K +1,828 New
Bank Julius Baer & Co
382
Bank Julius Baer & Co
Switzerland
$242K +$263K +1,830 New
ACP
383
Ashfield Capital Partners
California
$238K +$259K +1,800 New
SW
384
SVB Wealth
Massachusetts
$229K +$248K +1,727 New
Assenagon Asset Management
385
Assenagon Asset Management
Luxembourg
$225K +$244K +1,697 New
NYLIM
386
New York Life Investment Management
New York
$225K +$244K +1,699 New
Mackenzie Financial
387
Mackenzie Financial
Ontario, Canada
$225K +$245K +1,702 New
HFP
388
Holistic Financial Partners
Indiana
$222K +$241K +1,677 New
Rafferty Asset Management
389
Rafferty Asset Management
New York
$215K +$233K +1,624 New
TPA
390
Trivium Point Advisory
Connecticut
$211K +$204K +1,422 New
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$210K +$145K +1,007 +176%
KHLMVGHM
392
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$209K +$222K +1,548 New
S
393
SignatureFD
Georgia
$190K +$110K +769 +116%
AAM
394
Advisors Asset Management
Colorado
$175K -$718 -5 -0.4%
BCV
395
Banque Cantonale Vaudoise
Switzerland
$167K
SCM
396
Silvant Capital Management
Georgia
$165K
Bessemer Group
397
Bessemer Group
New Jersey
$162K -$10.8K -75 -6%
PMAM
398
Picton Mahoney Asset Management
Ontario, Canada
$160K -$28.7K -200 -14%
MLM
399
Mount Lucas Management
Pennsylvania
$153K -$3.45K -24 -2%
WI
400
Wahed Invest
New York
$151K +$23.9K +166 +17%

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.