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BILL Holdings

342 hedge funds and large institutions have $4.79B invested in BILL Holdings in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 121 increasing their positions, 125 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $271M | Put options by funds: $221M

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

2% more funds holding

Funds holding: 336342 (+6)

1% less capital invested

Capital invested by funds: $4.86B → $4.79B (-$67M)

3% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 125

2% less ownership

Funds ownership: 86.97%84.97% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
342
Holders Change
+6
Holders Change %
+1.79%
% of All Funds
4.91%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
72
Increased
121
Reduced
125
Closed
62
Calls
$271M
Puts
$221M
Net Calls
+$49.6M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
401
Opal Wealth Advisors
New York
-$316 -6 Closed
GI
402
Gradient Investments
Minnesota
-$105 -2 Closed
MG
403
Mather Group
Illinois
-$137 -2 Closed
IC
404
Innealta Capital
Texas
-$53 -1 Closed
AW
405
Avion Wealth
Texas
+$463 +9 New