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BILL Holdings
BILL

422 hedge funds and large institutions have $11.5B invested in BILL Holdings in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $468M | Put options by funds: $336M

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

12% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 58

1% more funds holding

Funds holding: 418 → 422 (+4)

1.76% less ownership

Funds ownership: 101.42% → 99.66% (-1.8%)

8% less capital invested

Capital invested by funds: $12.6B → $11.5B (-$1.05B)

21% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 170

Holders
422
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.7%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
65
Increased
135
Reduced
170
Closed
58
Calls
$468M
Puts
$336M
Net Calls
+$132M
Net Calls Change
+$193M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$145M
2
Capital International Investors
Capital International Investors
California
+$115M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
4
Morgan Stanley
Morgan Stanley
New York
+$109M
5
LPC
Lone Pine Capital
Connecticut
+$82.3M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$168M
2
Alkeon Capital Management
Alkeon Capital Management
New York
-$146M
3
Citadel Advisors
Citadel Advisors
Florida
-$140M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$72.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$69.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PM
451
Parametrica Management
Hong Kong
– -$502K -4,300 Closed
JMPWA
452
JP Morgan Private Wealth Advisors
California
– -$477K -4,081 Closed
VAS
453
Vestmark Advisory Solutions
Massachusetts
– -$452K -3,866 Closed
BCM
454
Bayesian Capital Management
New York
– -$408K -3,493 Closed
A
455
AustralianSuper
Australia
– -$405K -3,466 Closed
AC
456
ASB Consultores
Florida
– -$319K -2,728 Closed
AIA
457
Alera Investment Advisors
Illinois
– -$298K -2,546 Closed
DCM
458
Deuterium Capital Management
Florida
– -$292K -2,500 Closed
DU
459
Delphia (USA)
Ontario, Canada
– -$292K -2,495 Closed
UC
460
Unio Capital
New Jersey
– -$273K -2,335 Closed
WMSA
461
Weiss Multi-Strategy Advisers
New York
– -$270K -2,308 Closed
SAS
462
Stelac Advisory Services
New York
– -$244K -2,092 Closed
PWM
463
Prosperity Wealth Management
California
– -$236K -2,020 Closed
AI
464
Atom Investors
Texas
– -$220K -1,885 Closed
TPA
465
Trivium Point Advisory
Connecticut
– -$220K -1,882 Closed
OTL
466
Oak Thistle LLC
New York
– -$211K -1,802 Closed
Bessemer Group
467
Bessemer Group
New Jersey
– -$193K -1,694 -100%
KHLMVGHM
468
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
– -$180K -1,548 Closed
PI
469
PineBridge Investments
New York
– -$74.2K -635 Closed
EC
470
Elequin Capital
New York
– -$15.2K -130 Closed
MIM
471
Macroview Investment Management
Maryland
– -$12.5K -107 Closed
CFD
472
Creative Financial Designs
Indiana
– -$11.7K -100 Closed
PMFA
473
Plante Moran Financial Advisors
Michigan
– -$9K -77 Closed
JFG
474
Jefferies Financial Group
New York
– -$7.01K -60 Closed
FCA
475
FinTrust Capital Advisors
South Carolina
– -$3.49K -32 Closed
16 17 18
19
20

BILL Hedge Fund Activity: Q3 2023 in Review

422 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q3 2023, worth a combined $11.5B — down 8.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BILL positions and 58 closed out — a net gain of 7 holders — while 135 added to existing stakes and 170 trimmed.

The largest buyer was Millennium Management, adding an estimated $145M. The largest seller was WCM Investment Management, cutting an estimated $168M.

  • 422 institutional investors held BILL Holdings (BILL) as of Q3 2023, up from 418 in Q2 2023.
  • Funds reported $11.5B of BILL Holdings stock for Q3 2023, down 8.3% quarter-over-quarter.
  • 65 funds opened new BILL Holdings positions in Q3 2023 and 58 closed out, a net change of +7 holders.
  • The largest BILL Holdings buyer in Q3 2023 was Millennium Management, an estimated $145M added.
  • The largest BILL Holdings seller in Q3 2023 was WCM Investment Management, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2023.