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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
FF
451
FourThought Financial
Florida
$11K -$1.01K -7 -8%
EWA
452
EverSource Wealth Advisors
Alabama
$10K +$10.2K +71 New
MIM
453
Macroview Investment Management
Maryland
$10K +$11.2K +78 New
CFO
454
CVA Family Office
Colorado
$9K -$98K -682 -91%
ZB
455
Zions Bancorporation
Utah
$9K +$5.32K +37 +132%
CA
456
Clearstead Advisors
Ohio
$8K
TWM
457
Tradition Wealth Management
Minnesota
$7K
BIA
458
Bell Investment Advisors
California
$6K -$1.44K -10 -18%
AP
459
Arlington Partners
Alabama
$6K
JWM
460
Janiczek Wealth Management
Colorado
$6K
WWMSC
461
Wagner Wealth Management (South Carolina)
South Carolina
$6K
GWS
462
Glassman Wealth Services
Virginia
$5K +$1.72K +12 +41%
PFA
463
Professional Financial Advisors
Nebraska
$5K +$5.89K +41 New
AAP
464
Arax Advisory Partners
Colorado
$4K
BTI
465
Blue Trust Inc
Georgia
$4K +$3.74K +26 +371%
PCH
466
Polar Capital Holdings
United Kingdom
$3.09K -$5.93M -41,245 -64%
AWM
467
Atticus Wealth Management
Florida
$3K
BFEC
468
Benjamin F. Edwards & Company
Missouri
$3K
JWA
469
JFS Wealth Advisors
Pennsylvania
$3K
PFBT
470
Parkside Financial Bank & Trust
Missouri
$3K +$1.01K +7 +39%
SFO
471
Standard Family Office
South Dakota
$3K +$3.74K +26 New
LSA
472
Leonteq Securities AG
Switzerland
$2.91K -$1.29K -9 -29%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$2K -$2.3K -16 -57%
PWMG
474
Prestige Wealth Management Group
New Jersey
$2K
SC
475
Schubert & Co
Texas
$2K +$862 +6 +50%

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.