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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
PVH
401
Psagot Value Holdings
Israel
$146K -$21.6K -150 -12%
SPIA
402
Steward Partners Investment Advisory
New York
$144K +$7.76K +54 +5%
AIG
403
American International Group
New York
$136K +$431 +3 +0.3%
WT
404
Whittier Trust
California
$133K +$144K +1,000 +33,333%
EI
405
Ellevest Inc
New York
$129K -$46K -320 -25%
MCM
406
Manchester Capital Management
Vermont
$126K
SGA
407
Seaport Global Advisors
Massachusetts
$121K +$75.4K +525 +134%
ALAM
408
Asahi Life Asset Management
Japan
$119K +$129K +900 New
Rockefeller Capital Management
409
Rockefeller Capital Management
New York
$102K +$7.47K +52 +7%
APA
410
American Portfolios Advisors
New York
$102K +$1.58K +11 +1%
FHA
411
First Horizon Advisors
Tennessee
$101K -$15.8K -110 -12%
WFA
412
Wipfli Financial Advisors
Wisconsin
$98K +$106K +739 New
CCA
413
Catalyst Capital Advisors
New York
$93K
CWC
414
Carolinas Wealth Consulting
North Carolina
$93K +$28.7K +200 +40%
S
415
Seeyond
France
$92K -$5.89K -41 -6%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$90K +$2.59K +18 +3%
O
417
Ossiam
France
$85K +$92.1K +641 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$82K +$52.3K +364 +142%
QCG
419
Quadrant Capital Group
Ohio
$78K +$28K +195 +49%
IA
420
IFP Advisors
Florida
$73K +$5.6K +39 +3%
WEO
421
William E. Oberndorf
$72K
C
422
Covestor
United Kingdom
$65K -$144 -1 -0.2%
WWM
423
Wolff Wiese Magana
California
$65K
PCM
424
Penserra Capital Management
California
$65K +$1.72K +12 +2%
LC
425
Lindbrook Capital
California
$57K +$33.5K +233 +118%

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.