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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
DWM
376
Dogwood Wealth Management
Kansas
$1
Coatue Management
377
Coatue Management
New York
-$163M -2,000,466 Closed
Capital International Investors
378
Capital International Investors
California
-$147M -1,803,240 Closed
T. Rowe Price Investment Management
379
T. Rowe Price Investment Management
Maryland
-$82.8M -1,014,728 Closed
AM
380
Atreides Management
Massachusetts
-$73.3M -898,479 Closed
CAM
381
Contour Asset Management
New York
-$49.5M -606,800 Closed
EAM
382
Eventide Asset Management
Massachusetts
-$42.7M -523,115 Closed
GAM
383
Gotham Asset Management
New York
-$5.08M -508,408 Closed
SC
384
Samlyn Capital
New York
-$30.3M -371,188 Closed
AWM
385
AE Wealth Management
Kansas
-$22.8M -306,492 Closed
Neuberger Berman Group
386
Neuberger Berman Group
New York
-$11.2M -136,793 Closed
PCM
387
Portolan Capital Management
Massachusetts
-$10.3M -126,148 Closed
SIM
388
SRS Investment Management
New York
-$9.89M -121,208 Closed
3CP
389
3G Capital Partners
New York
-$9.59M -117,500 Closed
PE
390
Point72 Europe
United Kingdom
-$7.07M -86,633 Closed
CIC
391
Carnegie Investment Counsel
Ohio
-$6.51M -79,770 Closed
ACM
392
Atika Capital Management
New York
-$6.28M -77,000 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
393
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.77M -70,766 Closed
DM
394
Diker Management
New York
-$5.71M -70,000 Closed
CCM
395
Cinctive Capital Management
New York
-$5.4M -66,192 Closed
KCM
396
Kennedy Capital Management
Missouri
-$4.94M -60,544 Closed
VEPM
397
Vista Equity Partners Management
California
-$4.9M -60,060 Closed
Walleye Trading
398
Walleye Trading
New York
-$3.53M -50,470 Closed
IGAM
399
iA Global Asset Management
Quebec, Canada
-$3.75M -45,910 Closed
Squarepoint
400
Squarepoint
New York
-$1.85M -26,423 Closed

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.