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BILL Holdings

428 hedge funds and large institutions have $25.3B invested in BILL Holdings in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 46

142% more funds holding in top 10

Funds holding in top 10: 1229 (+17)

109% more call options, than puts

Call options by funds: $810M | Put options by funds: $387M

67% more capital invested

Capital invested by funds: $15.2B → $25.3B (+$10.1B)

24% more funds holding

Funds holding: 345428 (+83)

7.82% more ownership

Funds ownership: 87.92%95.74% (+7.8%)

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 130

Holders
428
Holders Change
+83
Holders Change %
+24.06%
% of All Funds
7.49%
Holding in Top 10
29
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+141.67%
% of All Funds
0.51%
New
132
Increased
137
Reduced
130
Closed
46
Calls
$810M
Puts
$387M
Net Calls
+$423M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
401
FourThought Financial
Florida
$24K -$9K -39 -30%
Koshinski Asset Management
402
Koshinski Asset Management
Illinois
$23.5K +$20.3K +88 New
HMS
403
Hanseatic Management Services
New Mexico
$22K +$19.4K +84 New
RIM
404
Rockbridge Investment Management
New York
$21K +$2.54K +11 +16%
PCG
405
Private Capital Group
Connecticut
$18K +$1.15K +5 +8%
TG
406
TCW Group
California
$16.6K +$14.5K +63 +0.1%
WWMSC
407
Wagner Wealth Management (South Carolina)
South Carolina
$14K
CA
408
Crewe Advisors
Utah
$14K +$12K +52 New
TPCW
409
TD Private Client Wealth
New York
$11.7K +$2.77K +12 +38%
AF
410
Allworth Financial
California
$11K +$9.69K +42 New
GWS
411
Glassman Wealth Services
Virginia
$10K +$1.15K +5 +16%
AII
412
AGF Investments Inc
Ontario, Canada
$10K +$9K +39 New
AAP
413
Arax Advisory Partners
Colorado
$8K
PFBT
414
Parkside Financial Bank & Trust
Missouri
$6K +$2.54K +11 +138%
Nisa Investment Advisors
415
Nisa Investment Advisors
Missouri
$5.95K
PWMG
416
Prestige Wealth Management Group
New Jersey
$5K
PFGIA
417
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$1.15K +5 +33%
BIA
418
Bell Investment Advisors
California
$5K +$4.38K +19 New
HI
419
Hudock Inc
Pennsylvania
$4K
LC
420
Lindbrook Capital
California
$4K +$2.54K +11 +275%
AWA
421
Arkadios Wealth Advisors
Georgia
$3K -$1.61K -7 -37%
KIG
422
Kowal Investment Group
Wisconsin
$3K +$2.31K +10 New
SSC
423
Syverson Strege & Co
Iowa
$3K +$2.77K +12 New
LF
424
Lee Financial
Texas
$2K
SWA
425
Sutton Wealth Advisors
Florida
$1.33K +$1.15K +5 New