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BILL Holdings
BILL

Overview Fund Activity

401 hedge funds and large institutions have $8.6B invested in BILL Holdings in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 175 increasing their positions, 119 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-77
Holders Change %
-16.11%
% of All Funds
6.42%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.14%
New
61
Increased
175
Reduced
119
Closed
130
Calls
$348M
Puts
$422M
Net Calls
-$74.4M
Net Calls Change
+$16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$962M
2
SCA
Southpoint Capital Advisors
New York
$211M
3
LPC
Lone Pine Capital
Connecticut
$148M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$287M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$108M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$64.7M
2
BlackRock
BlackRock
New York
$519M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
Goldman Sachs
Goldman Sachs
New York
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
476
Calamos Advisors
Illinois
– -$276K -2,530 Closed
SEC
477
Seven Eight Capital
New York
– -$274K -2,511 Closed
VFA
478
Valeo Financial Advisors
Indiana
– -$270K -2,480 Closed
AIA
479
Alera Investment Advisors
Illinois
– -$270K -2,477 Closed
YC
480
Yarbrough Capital
Tennessee
– -$260K -2,390 Closed
WAG
481
Wallace Advisory Group
California
– -$257K -2,359 Closed
AWM
482
Avior Wealth Management
Nebraska
– -$254K -2,335 Closed
MCP
483
Mirador Capital Partners
California
– -$242K -2,224 Closed
CCM
484
Chimera Capital Management
New York
– -$235K -2,161 Closed
MIH
485
Meitav Investment House
Israel
– -$234K -2,147 Closed
DWM
486
Dakota Wealth Management
Florida
– -$232K -2,133 Closed
AI
487
Accredited Investors
Minnesota
– -$232K -2,125 Closed
AWM
488
Avitas Wealth Management
California
– -$228K -2,090 Closed
AC
489
Allstate Corporation
Illinois
– -$226K -2,070 Closed
OWA
490
Octavia Wealth Advisors
Ohio
– -$223K -2,048 Closed
UC
491
Unio Capital
New Jersey
– -$220K -2,020 Closed
CA
492
Cetera Advisors
Colorado
– -$215K -1,973 Closed
SFA
493
Souders Financial Advisors
Ohio
– -$209K -1,918 Closed
BRWA
494
B. Riley Wealth Advisors
Florida
– -$206K -1,890 Closed
USCWA
495
U.S. Capital Wealth Advisors
Texas
– -$166K -1,519 Closed
SGA
496
Seaport Global Advisors
Massachusetts
– -$126K -1,157 Closed
CWC
497
Carolinas Wealth Consulting
North Carolina
– -$76.3K -700 Closed
MAM
498
Meeder Asset Management
Ohio
– -$64.2K -589 Closed
CASC
499
Coppell Advisory Solutions Corp
Texas
– -$44.2K -406 Closed
CAS
500
Coppell Advisory Solutions
Texas
– -$44.2K -406 Closed
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