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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
ASN
451
Advisory Services Network
Georgia
-$215K -2,640 Closed
SRL
452
Scientech Research LLC
New Jersey
-$211K -2,585 Closed
DS
453
DRW Securities
Illinois
-$178K -2,546 Closed
WAG
454
Wallace Advisory Group
California
-$237K -2,184 Closed
O
455
Ossiam
France
-$131K -1,605 Closed
PMAM
456
Picton Mahoney Asset Management
Ontario, Canada
-$103K -1,255 Closed
GAMC
457
Garner Asset Management Corp
Texas
-$89.8K -1,174 Closed
PVH
458
Psagot Value Holdings
Israel
-$92K -1,100 Closed
MA
459
Montag & Associates
Georgia
-$16.3K -200 Closed
FBIL
460
First Beijing Investment Ltd
Hong Kong
-$11.7K -143 Closed
AP
461
Arlington Partners
Alabama
-$9.63K -118 Closed
VCM
462
Versant Capital Management
Arizona
-$9.3K -114 Closed
LA
463
LM Advisors
California
-$8.39K -103 Closed
CAL
464
Capital Advisors Ltd
Ohio
-$7K -86 Closed
WWM
465
Wolff Wiese Magana
California
-$4.57K -56 Closed
TWM
466
Tradition Wealth Management
Minnesota
-$4K -50 Closed
PMFA
467
Plante Moran Financial Advisors
Michigan
-$2.94K -36 Closed
TCWA
468
Turtle Creek Wealth Advisors
Texas
-$2.45K -30 Closed
LF
469
Lee Financial
Texas
-$1.71K -21 Closed
CIA
470
Cape Investment Advisory
Georgia
-$1.47K -18 Closed
GWS
471
Glassman Wealth Services
Virginia
-$1.22K -15 Closed
BTI
472
Blue Trust Inc
Georgia
-$1K -12 Closed
BGAI
473
Bruce G. Allen Investments
Colorado
-$734 -9 Closed
CSC
474
Caldwell Sutter Capital
California
-$408 -5 Closed
WCM
475
Winthrop Capital Management
Indiana
-$408 -5 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.