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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
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
-$708K -8,675 Closed
HVCM
427
Hel Ved Capital Management
Hong Kong
-$687K -8,420 Closed
BCM
428
BlueMar Capital Management
Florida
-$674K -8,258 Closed
CC
429
Cipher Capital
New York
-$609K -7,468 Closed
AFG
430
Atomi Financial Group
New York
-$553K -6,781 Closed
PWG
431
Portside Wealth Group
Utah
-$528K -6,468 Closed
IFG
432
Independent Financial Group
California
-$523K -6,416 Closed
MAM
433
Maytree Asset Management
Hong Kong
-$517K -6,340 Closed
Balyasny Asset Management
434
Balyasny Asset Management
Illinois
-$441K -6,305 Closed
PP
435
Prudential plc
United Kingdom
-$452K -5,541 Closed
PL
436
Parkwood LLC
Ohio
-$414K -5,076 Closed
PA
437
Procyon Advisors
Connecticut
-$412K -5,052 Closed
SPM
438
Symmetry Peak Management
Pennsylvania
-$408K -5,000 Closed
BTWM
439
Baker Tilly Wealth Management
Wisconsin
-$399K -4,894 Closed
NG
440
Norden Group
Utah
-$385K -4,715 Closed
BC
441
BIT Capital
Germany
-$362K -4,436 Closed
Teacher Retirement System of Texas
442
Teacher Retirement System of Texas
Texas
-$359K -4,395 Closed
KAS
443
Kestra Advisory Services
Texas
-$339K -4,161 Closed
MFS
444
Mirabella Financial Services
United Kingdom
-$318K -3,894 Closed
CS
445
Candriam SCA
Luxembourg
-$297K -3,640 Closed
AWAU
446
Alliance Wealth Advisors (Utah)
Utah
-$295K -3,610 Closed
WF
447
WoodTrust Financial
Wisconsin
-$277K -3,400 Closed
CHM
448
Collaborative Holdings Management
New York
-$245K -3,000 Closed
Creative Planning
449
Creative Planning
Kansas
-$238K -2,921 Closed
USCWA
450
U.S. Capital Wealth Advisors
Texas
-$234K -2,869 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.