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BILL Holdings
BILL

481 hedge funds and large institutions have $11.4B invested in BILL Holdings in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 176 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.52% more ownership

Funds ownership: 96.93% → 99.46% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 176

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

2% less funds holding

Funds holding: 489 → 481 (-8)

15% less capital invested

Capital invested by funds: $13.4B → $11.4B (-$2.02B)

17% less call options, than puts

Call options by funds: $438M | Put options by funds: $529M

29% less funds holding in top 10

Funds holding in top 10: 24 → 17 (-7)

Holders
481
Holders Change
-8
Holders Change %
-1.64%
% of All Funds
7.73%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.27%
New
84
Increased
174
Reduced
176
Closed
85
Calls
$438M
Puts
$529M
Net Calls
-$90.4M
Net Calls Change
-$99.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$223M
2
Alkeon Capital Management
Alkeon Capital Management
New York
+$145M
3
DCP
D1 Capital Partners
New York
+$99.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$98.4M
5
Morgan Stanley
Morgan Stanley
New York
+$97.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$148M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$115M
3
Capital International Investors
Capital International Investors
California
-$88.4M
4
ACA
Abdiel Capital Advisors
New York
-$88.1M
5
DCM
Dorsal Capital Management
California
-$73.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
526
Lido Advisors
California
– -$388K -2,936 Closed
QT
527
Quantamental Technologies
New York
– -$369K -2,784 Closed
SOS
528
Silver Oak Securities
Tennessee
– -$293K -2,700 Closed
PAM
529
Panagora Asset Management
Massachusetts
– -$332K -2,511 Closed
GCP
530
GSA Capital Partners
United Kingdom
– -$297K -2,241 Closed
WFA
531
WMG Financial Advisors
Tennessee
– -$290K -2,200 Closed
WG
532
Winton Group
United Kingdom
– -$283K -2,135 Closed
LNWWM
533
Laird Norton Wetherby Wealth Management
California
– -$271K -2,045 Closed
IFWM
534
Institute for Wealth Management
Colorado
– -$259K -1,958 Closed
RJFSA
535
Raymond James Financial Services Advisors
Florida
– -$256K -1,932 Closed
Cambridge Investment Research Advisors
536
Cambridge Investment Research Advisors
Iowa
– -$249K -1,879 Closed
PCM
537
Prelude Capital Management
New York
– -$248K -1,877 Closed
OSAM
538
O'Shaughnessy Asset Management
Connecticut
– -$248K -1,875 Closed
BC
539
Bridgefront Capital
Texas
– -$247K -1,868 Closed
BFA
540
BMS Financial Advisors
South Dakota
– -$244K -1,846 Closed
SW
541
SVB Wealth
Massachusetts
– -$229K -1,727 Closed
Mackenzie Financial
542
Mackenzie Financial
Ontario, Canada
– -$225K -1,702 Closed
NYLIM
543
New York Life Investment Management
New York
– -$225K -1,699 Closed
Assenagon Asset Management
544
Assenagon Asset Management
Luxembourg
– -$225K -1,697 Closed
HFP
545
Holistic Financial Partners
Indiana
– -$222K -1,677 Closed
Rafferty Asset Management
546
Rafferty Asset Management
New York
– -$215K -1,624 Closed
TPA
547
Trivium Point Advisory
Connecticut
– -$211K -1,422 Closed
MLM
548
Mount Lucas Management
Pennsylvania
– -$153K -1,156 Closed
WI
549
Wahed Invest
New York
– -$151K -1,137 Closed
ALAM
550
Asahi Life Asset Management
Japan
– -$119K -900 Closed
19 20 21
22
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BILL Hedge Fund Activity: Q4 2022 in Review

481 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q4 2022, worth a combined $11.4B — down 15% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BILL and 84 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 174 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $223M. The largest seller was Citadel Advisors, cutting an estimated $148M.

  • 481 institutional investors held BILL Holdings (BILL) as of Q4 2022, down from 489 in Q3 2022.
  • Funds reported $11.4B of BILL Holdings stock for Q4 2022, down 15% quarter-over-quarter.
  • 84 funds opened new BILL Holdings positions in Q4 2022 and 85 closed out, a net change of -1 holder.
  • The largest BILL Holdings buyer in Q4 2022 was T. Rowe Price Associates, an estimated $223M added.
  • The largest BILL Holdings seller in Q4 2022 was Citadel Advisors, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2022.