We are live on ! Find out more
BILL icon

BILL Holdings

479 hedge funds and large institutions have $25B invested in BILL Holdings in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 184 increasing their positions, 131 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $939M | Put options by funds: $437M

71% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 77

40% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 131

12% more funds holding

Funds holding: 428479 (+51)

2.01% more ownership

Funds ownership: 95.74%97.75% (+2%)

1% less capital invested

Capital invested by funds: $25.3B → $25B (-$349M)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
479
Holders Change
+51
Holders Change %
+11.92%
% of All Funds
7.37%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.4%
New
132
Increased
184
Reduced
131
Closed
77
Calls
$939M
Puts
$437M
Net Calls
+$502M
Net Calls Change
+$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
451
Arax Advisory Partners
Colorado
$7K
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$1.98K +7 +35%
DWA
453
Delos Wealth Advisors
Texas
$6K +$6.5K +23 New
CA
454
Clearstead Advisors
Ohio
$6K +$7.07K +25 New
PWMG
455
Prestige Wealth Management Group
New Jersey
$5K
BIA
456
Bell Investment Advisors
California
$5K +$848 +3 +16%
PFBT
457
Parkside Financial Bank & Trust
Missouri
$5K +$1.41K +5 +26%
SPA
458
Shore Point Advisors
New Jersey
$4K +$4.81K +17 New
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$3K +$1.7K +6 +120%
Robeco Institutional Asset Management
460
Robeco Institutional Asset Management
Netherlands
$3K +$3.11K +11 New
ZB
461
Zions Bancorporation
Utah
$3K +$3.96K +14 New
TPCW
462
TD Private Client Wealth
New York
$2.24K -$9.9K -35 -80%
BCH
463
Berkshire Capital Holdings
California
$2K -$24.2M -85,580 -100%
LC
464
Lindbrook Capital
California
$2K -$1.98K -7 -47%
LF
465
Lee Financial
Texas
$2K +$283 +1 +11%
SWA
466
Sutton Wealth Advisors
Florida
$1.25K
AWM
467
Atticus Wealth Management
Florida
$1K -$111K -393 -99%
TFO
468
Tarbox Family Office
California
$1K
BWM
469
BerganKDV Wealth Management
Minnesota
$1K +$566 +2 +50%
LWA
470
Lenox Wealth Advisors
New York
$1K +$848 +3 New
JWA
471
JFS Wealth Advisors
Pennsylvania
$1K +$1.13K +4 New
HGWM
472
Harvest Group Wealth Management
Massachusetts
$1K +$1.41K +5 New
HNWA
473
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1.41K +5 New
Manulife (Manufacturers Life Insurance)
474
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$611 -$11.4M -40,180 -94%
VRS
475
Virginia Retirement Systems
Virginia
$374 -$2.12M -7,500 -83%

BILL Hedge Fund Activity: Q4 2021 in Review

479 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q4 2021, worth a combined $25B — down 1.4% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new BILL positions and 77 closed out — a net gain of 55 holders — while 184 added to existing stakes and 131 trimmed.

The largest buyer was BlackRock, adding an estimated $432M. The largest seller was T. Rowe Price Associates, cutting an estimated $426M.

  • 479 institutional investors held BILL Holdings (BILL) as of Q4 2021, up from 428 in Q3 2021.
  • Funds reported $25B of BILL Holdings stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 132 funds opened new BILL Holdings positions in Q4 2021 and 77 closed out, a net change of +55 holders.
  • The largest BILL Holdings buyer in Q4 2021 was BlackRock, an estimated $432M added.
  • The largest BILL Holdings seller in Q4 2021 was T. Rowe Price Associates, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2021.