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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 %
Rockefeller Capital Management
501
Rockefeller Capital Management
New York
– -$42K -394 Closed
APGDR
502
Absoluto Partners Gestao de Recursos
Brazil
– -$34K -312 Closed
CS
503
Comerica Securities
Michigan
– -$33.8K -310 Closed
T
504
TOBAM
France
– -$30K -275 Closed
KFP
505
KB Financial Partners
New Jersey
– -$25K -230 Closed
RTC
506
Riverview Trust Company
Washington
– -$12K -108 Closed
MIM
507
Macroview Investment Management
Maryland
– -$11K -101 Closed
OIA
508
Optimum Investment Advisors
Illinois
– -$10.9K -100 Closed
CAL
509
Capital Advisors Ltd
Ohio
– -$1K -95 Closed
AP
510
Arlington Partners
Alabama
– -$4.69K -43 Closed
JWM
511
Janiczek Wealth Management
Colorado
– -$3.44K -33 Closed
HI
512
Harbour Investments
Wisconsin
– -$3.16K -29 Closed
BHWM
513
Beaird Harris Wealth Management
Texas
– -$2.83K -26 Closed
JWA
514
JFS Wealth Advisors
Pennsylvania
– -$1.63K -15 Closed
PWMG
515
Prestige Wealth Management Group
New Jersey
– -$1.53K -14 Closed
WWM
516
Wolff Wiese Magana
California
– -$1.53K -14 Closed
UB
517
UMB Bank
Missouri
– -$1K -9 Closed
SWA
518
Sutton Wealth Advisors
Florida
– -$872 -8 Closed
HGWM
519
Harvest Group Wealth Management
Massachusetts
– -$763 -7 Closed
LF
520
Lee Financial
Texas
– -$763 -7 Closed
CFO
521
CVA Family Office
Colorado
– -$545 -5 Closed
BAAM
522
Baker Avenue Asset Management
California
– -$545 -5 Closed
FWM
523
Focused Wealth Management
New York
– -$436 -4 Closed
MCC
524
Money Concepts Capital
Florida
– -$436 -4 Closed
MPCL
525
My Personal CFO LLC
Washington
– -$327 -3 Closed
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