BILL Holdings
BILL
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.
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: 7 → 7 (0)
9% less funds holding
Funds holding: 410 → 375 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$112M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.9M |
| 3 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
+$60.4M |
| 4 |
Millennium Management
New York
|
+$59.6M |
| 5 |
JP Morgan Chase
New York
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.09B |
| 2 |
Coatue Management
New York
|
-$163M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$147M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$146M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$82.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FBC
476
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$163 | -2 | Closed |
|
477
Jones Financial Companies
Des Peres,
Missouri
| – | -$163 | -2 | Closed |
|
|
CPG
478
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$82 | -1 | 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.