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BILL Holdings

489 hedge funds and large institutions have $13.4B invested in BILL Holdings in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 160 increasing their positions, 172 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 40

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

22% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.4B)

13% more funds holding

Funds holding: 431489 (+58)

2% more call options, than puts

Call options by funds: $398M | Put options by funds: $389M

0.42% more ownership

Funds ownership: 96.51%96.93% (+0.42%)

7% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 172

Holders
489
Holders Change
+58
Holders Change %
+13.46%
% of All Funds
8.42%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.41%
New
100
Increased
160
Reduced
172
Closed
40
Calls
$398M
Puts
$389M
Net Calls
+$9.23M
Net Calls Change
-$9.07M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
501
L & S Advisors
California
-$330K -3,000 Closed
Baird Financial Group
502
Baird Financial Group
Wisconsin
-$323K -2,938 Closed
EI
503
Ethic Inc
New York
-$286K -2,598 Closed
FDCDDQ
504
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$278K -2,532 Closed
BOH
505
Bank of Hawaii
Hawaii
-$272K -2,475 Closed
SEC
506
Seven Eight Capital
New York
-$244K -2,223 Closed
RIM
507
Redpoint Investment Management
Australia
-$237K -2,160 Closed
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
-$216K -1,961 Closed
PWA
509
Phoenix Wealth Advisors
North Carolina
-$214K -1,946 Closed
AWM
510
Avitas Wealth Management
California
-$208K -1,888 Closed
FP
511
Foundry Partners
Minnesota
-$205K -1,868 Closed
ZCA
512
Zeke Capital Advisors
Pennsylvania
-$200K -1,821 Closed
HT
513
HighTower Trust
Texas
-$329 -1,534 Closed
SBLIC
514
Security Benefit Life Insurance Company
Kansas
-$162K -1,477 Closed
SOW
515
State of Wyoming
Wyoming
-$41K -370 Closed
EC
516
Elequin Capital
New York
-$38K -344 Closed
CA
517
CoreCap Advisors
Michigan
-$21K -188 Closed
BBHC
518
Brown Brothers Harriman & Co
New York
-$18K -167 Closed
RTC
519
Riverview Trust Company
Washington
-$12K -110 Closed
AIP
520
Ahrens Investment Partners
Louisiana
-$5K -50 Closed
FCA
521
FinTrust Capital Advisors
South Carolina
-$4K -33 Closed
OLVIG
522
Oliver Lagore Vanvalin Investment Group
Michigan
-$2K -17 Closed
SFG
523
Steward Financial Group
Texas
-$1K -10 Closed
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -5 Closed
UB
525
UMB Bank
Missouri
+$287 +2 New

BILL Hedge Fund Activity: Q3 2022 in Review

489 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q3 2022, worth a combined $13.4B — up 22% from $11B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new BILL positions and 40 closed out — a net gain of 60 holders — while 160 added to existing stakes and 172 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was T. Rowe Price Associates, cutting an estimated $423M.

  • 489 institutional investors held BILL Holdings (BILL) as of Q3 2022, up from 431 in Q2 2022.
  • Funds reported $13.4B of BILL Holdings stock for Q3 2022, up 22% quarter-over-quarter.
  • 100 funds opened new BILL Holdings positions in Q3 2022 and 40 closed out, a net change of +60 holders.
  • The largest BILL Holdings buyer in Q3 2022 was Morgan Stanley, an estimated $125M added.
  • The largest BILL Holdings seller in Q3 2022 was T. Rowe Price Associates, an estimated $423M sold.

Based on aggregated 13F filings for Q3 2022.