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BILL Holdings
BILL

Overview Fund Activity

372 hedge funds and large institutions have $6.55B invested in BILL Holdings in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 128 increasing their positions, 141 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-35
Holders Change %
-8.6%
% of All Funds
5.39%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
70
Increased
128
Reduced
141
Closed
101
Calls
$210M
Puts
$159M
Net Calls
+$51.4M
Net Calls Change
-$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$483M
2
Ameriprise
Ameriprise
Minnesota
$101M
3
KCM
Kodai Capital Management
Illinois
$59.3M
4
Millennium Management
Millennium Management
New York
$94.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$136M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$529M
2
Coatue Management
Coatue Management
New York
$0
3
Capital International Investors
Capital International Investors
California
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$18.9M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
O
451
Ossiam
France
– -$131K -1,605 Closed
PMAM
452
Picton Mahoney Asset Management
Ontario, Canada
– -$103K -1,255 Closed
GAMC
453
Garner Asset Management Corp
Texas
– -$89.8K -1,174 Closed
PVH
454
Psagot Value Holdings
Israel
– -$92K -1,100 Closed
MA
455
Montag & Associates
Georgia
– -$16.3K -200 Closed
FBIL
456
First Beijing Investment Ltd
Hong Kong
– -$11.7K -143 Closed
AP
457
Arlington Partners
Alabama
– -$9.63K -118 Closed
VCM
458
Versant Capital Management
Arizona
– -$9.3K -114 Closed
LA
459
LM Advisors
California
– -$8.4K -103 Closed
CAL
460
Capital Advisors Ltd
Ohio
– -$7K -86 Closed
WWM
461
Wolff Wiese Magana
California
– -$4.57K -56 Closed
TWM
462
Tradition Wealth Management
Minnesota
– -$4K -50 Closed
PMFA
463
Plante Moran Financial Advisors
Michigan
– -$2.94K -36 Closed
TCWA
464
Turtle Creek Wealth Advisors
Texas
– -$2.45K -30 Closed
LF
465
Lee Financial
Texas
– -$1.71K -21 Closed
CIA
466
Cape Investment Advisory
Georgia
– -$1.47K -18 Closed
GWS
467
Glassman Wealth Services
Virginia
– -$1.22K -15 Closed
BTI
468
Blue Trust Inc
Georgia
– -$1K -12 Closed
BGAI
469
Bruce G. Allen Investments
Colorado
– -$734 -9 Closed
WCM
470
Winthrop Capital Management
Indiana
– -$408 -5 Closed
CSC
471
Caldwell Sutter Capital
California
– -$408 -5 Closed
Jones Financial Companies
472
Jones Financial Companies
Missouri
– -$163 -2 Closed
FBC
473
Fairfield, Bush & Co
Connecticut
– -$163 -2 Closed
CPG
474
Cornerstone Planning Group
New Jersey
– -$82 -1 Closed
15 16 17 18
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