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BILL Holdings
BILL

422 hedge funds and large institutions have $11.5B invested in BILL Holdings in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $468M | Put options by funds: $336M

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

12% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 58

1% more funds holding

Funds holding: 418 → 422 (+4)

1.76% less ownership

Funds ownership: 101.42% → 99.66% (-1.8%)

8% less capital invested

Capital invested by funds: $12.6B → $11.5B (-$1.05B)

21% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 170

Holders
422
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.7%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
65
Increased
135
Reduced
170
Closed
58
Calls
$468M
Puts
$336M
Net Calls
+$132M
Net Calls Change
+$193M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$145M
2
Capital International Investors
Capital International Investors
California
+$115M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
4
Morgan Stanley
Morgan Stanley
New York
+$109M
5
LPC
Lone Pine Capital
Connecticut
+$82.3M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$168M
2
Alkeon Capital Management
Alkeon Capital Management
New York
-$146M
3
Citadel Advisors
Citadel Advisors
Florida
-$140M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$72.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$69.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$4.89M -$126K -1,110 -2%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.59M -$2.92M -25,664 -38%
Daiwa Securities Group
128
Daiwa Securities Group
Japan
$4.58M -$893K -7,850 -16%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.54M -$527K -4,628 -10%
SAM
130
Storebrand Asset Management
Norway
$4.52M -$466K -4,097 -9%
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$4.48M -$1.27M -11,193 -21%
Axa
132
Axa
France
$4.39M -$567K -4,988 -11%
WHGC
133
Wealth High Governance Capital
Brazil
$4.34M +$4.55M +40,000 New
ACM
134
Arthedge Capital Management
New York
$4.28M – – –
CAM
135
Cresset Asset Management
Illinois
$4.23M +$111K +980 +3%
CIC
136
Carnegie Investment Counsel
Ohio
$4.21M +$846K +7,433 +24%
Asset Management One
137
Asset Management One
Japan
$4.19M +$166K +1,455 +4%
NC
138
NZS Capital
Colorado
$4.17M -$4.93M -43,309 -53%
Empower Advisory Group
139
Empower Advisory Group
Colorado
$4.17M – – –
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$4.15M +$34K +299 +0.8%
CSS
141
Cubist Systematic Strategies
Connecticut
$4.04M +$4.14M +36,410 +4,551%
CRC
142
Curi RMB Capital
Illinois
$3.97M +$176K +1,546 +4%
JRP
143
Jasper Ridge Partners
California
$3.89M – – –
MML Investors Services
144
MML Investors Services
Massachusetts
$3.85M -$174K -1,531 -4%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$3.69M +$3.86M +33,973 New
GPGA
146
Grandeur Peak Global Advisors
Utah
$3.49M -$863K -7,584 -19%
IAM
147
Iridian Asset Management
Connecticut
$3.44M -$2.97M -26,130 -45%
TSS
148
Two Sigma Securities
New York
$3.4M +$3.56M +31,296 New
Robeco Institutional Asset Management
149
Robeco Institutional Asset Management
Netherlands
$3.39M +$3.32M +29,167 +1,433%
Citigroup
150
Citigroup
New York
$3.38M -$1.44M -12,655 -29%
4 5
6
7 8

BILL Hedge Fund Activity: Q3 2023 in Review

422 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q3 2023, worth a combined $11.5B — down 8.3% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BILL positions and 58 closed out — a net gain of 7 holders — while 135 added to existing stakes and 170 trimmed.

The largest buyer was Millennium Management, adding an estimated $145M. The largest seller was WCM Investment Management, cutting an estimated $168M.

  • 422 institutional investors held BILL Holdings (BILL) as of Q3 2023, up from 418 in Q2 2023.
  • Funds reported $11.5B of BILL Holdings stock for Q3 2023, down 8.3% quarter-over-quarter.
  • 65 funds opened new BILL Holdings positions in Q3 2023 and 58 closed out, a net change of +7 holders.
  • The largest BILL Holdings buyer in Q3 2023 was Millennium Management, an estimated $145M added.
  • The largest BILL Holdings seller in Q3 2023 was WCM Investment Management, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2023.