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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
CCA
551
Catalyst Capital Advisors
New York
– -$93K -700 Closed
HFM
552
Harvest Fund Management
China
– -$54K -412 Closed
T2I
553
Turim 21 Investimentos
Brazil
– -$52K -392 Closed
EPL
554
EDBI Pte Ltd
Singapore
– -$39K -296 Closed
AA
555
AlphaCentric Advisors
Puerto Rico
– -$24K -183 Closed
WWMSC
556
Wagner Wealth Management (South Carolina)
South Carolina
– -$6K -47 Closed
PFA
557
Professional Financial Advisors
Nebraska
– -$5K -41 Closed
SFO
558
Standard Family Office
South Dakota
– -$3K -26 Closed
AssetMark Inc
559
AssetMark Inc
California
– -$2K -17 Closed
AA
560
AlphaMark Advisors
Kentucky
– -$2K -15 Closed
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
– -$1.08K -9 -75%
SCA
562
Stonebridge Capital Advisors
Minnesota
– -$1K -9 Closed
ETC
563
Exchange Traded Concepts
Oklahoma
– -$1K -8 Closed
ACM
564
Absolute Capital Management
Pennsylvania
– -$406 -3 Closed
SSG
565
Summit Securities Group
New York
– +$120 +1 New
SFG
566
Steward Financial Group
Texas
– +$1.08K +9 New
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.