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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
TD Asset Management
26
TD Asset Management
Ontario, Canada
$75.5M -$2.42M -21,270 -3%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$73.1M +$25.6M +225,107 +50%
Citadel Advisors
28
Citadel Advisors
Florida
$72.4M -$140M -1,234,303 -65%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$71M -$2.88M -25,273 -4%
JP Morgan Chase
30
JP Morgan Chase
New York
$69.8M -$20.4M -179,227 -22%
FCM
31
Frontier Capital Management
Massachusetts
$64.3M -$29.9M -262,814 -31%
Charles Schwab
32
Charles Schwab
California
$62.9M +$1.03M +9,080 +2%
Northern Trust
33
Northern Trust
Illinois
$62.3M +$2.89M +25,433 +5%
ACL
34
Azora Capital LP
Florida
$60.7M +$43.9M +385,759 +222%
JSP
35
Jackson Square Partners
California
$55M -$11.5M -101,412 -17%
Norges Bank
36
Norges Bank
Norway
$53.9M -$13.4M -118,209 -19%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$51.2M +$22.3M +196,176 +71%
SC
38
Samlyn Capital
New York
$48.2M +$50.5M +443,554 New
CG
39
Carmignac Gestion
France
$48M +$50.3M +442,453 New
American Century Companies
40
American Century Companies
Missouri
$48M +$10.5M +92,125 +26%
NAMA
41
Nikko Asset Management Americas
New York
$46.8M -$2.14M -18,839 -4%
Legal & General Group
42
Legal & General Group
United Kingdom
$44.4M -$3.2M -28,096 -6%
PCM
43
Peregrine Capital Management
Minnesota
$43.8M -$485K -4,265 -1%
CS
44
Credit Suisse
Switzerland
$40.3M +$2.11M +18,572 +5%
RPI
45
Railway Pension Investments
United Kingdom
$39.5M – – –
UBS AM
46
UBS AM
Illinois
$36.4M +$2.57M +22,604 +7%
WCM Investment Management
47
WCM Investment Management
California
$35.9M -$168M -1,478,586 -82%
Marshall Wace
48
Marshall Wace
United Kingdom
$35.3M +$10.7M +94,025 +41%
Swiss National Bank
49
Swiss National Bank
Switzerland
$33.3M -$4.39M -38,600 -11%
AWM
50
AE Wealth Management
Kansas
$33.3M -$635K -5,581 -2%
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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.