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BILL Holdings
BILL

Overview Fund Activity

418 hedge funds and large institutions have $11.5B invested in BILL Holdings in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 133 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
6.66%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
64
Increased
133
Reduced
169
Closed
58
Calls
$468M
Puts
$336M
Net Calls
+$132M
Net Calls Change
+$193M

Top Buyers

1
Millennium Management
Millennium Management
New York
$141M
2
Capital International Investors
Capital International Investors
California
$196M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$580M
4
Morgan Stanley
Morgan Stanley
New York
$1.28B
5
LPC
Lone Pine Capital
Connecticut
$276M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$35.9M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$72.4M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
AM
Atreides Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
401
Steward Financial Group
Texas
$3K +$3K +36 New
AWM
402
Atticus Wealth Management
Florida
$2.61K – – –
HI
403
Harbour Investments
Wisconsin
$2.61K +$2.39K +22 +1,100%
GI
404
Gradient Investments
Minnesota
$2.17K +$1.74K +16 +400%
VNA
405
Valley National Advisers
Pennsylvania
$2K +$2K +15 New
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$1.41K -$1.95K -18 -58%
BCH
407
Berkshire Capital Holdings
California
$1.09K -$6.76M -62,230 -100%
SIC
408
SJS Investment Consulting
Ohio
$1.09K +$326 +3 +43%
BTI
409
Blue Trust Inc
Georgia
$1K -$857 -6 -46%
TWP
410
TFO Wealth Partners
Ohio
$935 +$935 +8 New
GBT
411
Grove Bank & Trust
Florida
$651 +$651 +6 New
KFS
412
Kelly Financial Services
Massachusetts
$543 +$543 +5 New
ZB
413
Zions Bancorporation
Utah
$543 +$543 +5 New
TFM
414
TFC Financial Management
Massachusetts
$326 – – –
TWD
415
True Wealth Design
Ohio
$218 +$109 +1 +100%
CPG
416
Cornerstone Planning Group
New Jersey
$109 +$109 +1 New
Alkeon Capital Management
417
Alkeon Capital Management
New York
– -$146M -1,250,311 Closed
1832 Asset Management
418
1832 Asset Management
Ontario, Canada
– -$72.9M -624,200 Closed
AM
419
Atreides Management
Massachusetts
– -$68.2M -583,905 Closed
Holocene Advisors
420
Holocene Advisors
New York
– -$54.4M -465,258 Closed
Voloridge Investment Management
421
Voloridge Investment Management
Florida
– -$35.6M -305,053 Closed
CCM
422
Candlestick Capital Management
Connecticut
– -$26.3M -225,000 Closed
MCM
423
Moore Capital Management
New York
– -$20.5M -175,106 Closed
Alyeska Investment Group
424
Alyeska Investment Group
Illinois
– -$19.9M -169,989 Closed
CI
425
Clal Insurance
Israel
– -$19.9M -169,847 Closed
15 16
17
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