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BILL Holdings
BILL

418 hedge funds and large institutions have $12.6B invested in BILL Holdings in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 143 increasing their positions, 146 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $8.6B → $12.6B (+$3.98B)

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

3% more funds holding

Funds holding: 404 → 418 (+14)

1.63% more ownership

Funds ownership: 99.79% → 101.42% (+1.6%)

2% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 146

11% less call options, than puts

Call options by funds: $503M | Put options by funds: $563M

Holders
418
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.56%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
78
Increased
143
Reduced
146
Closed
62
Calls
$503M
Puts
$563M
Net Calls
-$60.6M
Net Calls Change
+$13.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$181M
2
NMO
Newlands Management Operations
Texas
+$149M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$93.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$79.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$63.6M

Top Sellers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
-$98M
2
Morgan Stanley
Morgan Stanley
New York
-$97.6M
3
SCA
Southpoint Capital Advisors
New York
-$85.5M
4
BlackRock
BlackRock
New York
-$80.7M
5
DCP
D1 Capital Partners
New York
-$79.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
151
First Trust Advisors
Illinois
$4.05M +$1.42M +14,961 +76%
PAMS
152
Pictet Asset Management (Switzerland)
Switzerland
$3.81M +$59.5K +626 +2%
US Bancorp
153
US Bancorp
Minnesota
$3.78M -$135K -1,419 -4%
TFCM
154
Taylor Frigon Capital Management
Arizona
$3.67M +$756K +7,960 +34%
CIC
155
Carnegie Investment Counsel
Ohio
$3.66M +$2.98M +31,340 New
AWS
156
Atria Wealth Solutions
New York
$3.65M +$546K +5,746 +23%
DCM
157
Driehaus Capital Management
Illinois
$3.63M +$2.95M +31,044 New
DM
158
Diker Management
New York
$3.51M – – –
FCM
159
Firsthand Capital Management
California
$3.51M – – –
MWVC
160
Morgens Waterfall Vintiadis & Co
New York
$3.51M +$2.85M +30,000 New
NCL
161
Nishkama Capital LLC
Puerto Rico
$3.38M +$2.75M +28,904 New
HLA
162
Hamilton Lane Advisors
Pennsylvania
$3.16M – – –
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$3.08M +$39.8K +419 +2%
ASRS
164
Arizona State Retirement System
Arizona
$3.05M -$144K -1,519 -5%
WAM
165
Wakefield Asset Management
Colorado
$3M +$2.44M +25,679 New
Macquarie Group
166
Macquarie Group
Australia
$2.95M +$1.4M +14,730 +140%
Adage Capital Partners
167
Adage Capital Partners
Massachusetts
$2.93M +$2.38M +25,100 New
FAF
168
Fjarde Ap-fonden
Sweden
$2.89M +$237K +2,500 +11%
P2P
169
Phase 2 Partners
California
$2.78M +$2.26M +23,831 New
TPM
170
Totem Point Management
New York
$2.73M +$2.22M +23,401 New
AAM
171
Azzad Asset Management
Virginia
$2.71M +$27.4K +288 +1%
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
$2.7M -$320K -3,369 -13%
SFP
173
Shepherd Financial Partners
Massachusetts
$2.56M – – –
Vontobel Holding
174
Vontobel Holding
Switzerland
$2.48M -$563K -5,925 -22%
PAS
175
Park Avenue Securities
New York
$2.47M +$429K +4,515 +27%
5 6
7
8 9

BILL Hedge Fund Activity: Q2 2023 in Review

418 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q2 2023, worth a combined $12.6B — up 46% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BILL positions and 62 closed out — a net gain of 16 holders — while 143 added to existing stakes and 146 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $181M. The largest seller was Voloridge Investment Management, cutting an estimated $98M.

  • 418 institutional investors held BILL Holdings (BILL) as of Q2 2023, up from 404 in Q1 2023.
  • Funds reported $12.6B of BILL Holdings stock for Q2 2023, up 46% quarter-over-quarter.
  • 78 funds opened new BILL Holdings positions in Q2 2023 and 62 closed out, a net change of +16 holders.
  • The largest BILL Holdings buyer in Q2 2023 was Citadel Advisors, an estimated $181M added.
  • The largest BILL Holdings seller in Q2 2023 was Voloridge Investment Management, an estimated $98M sold.

Based on aggregated 13F filings for Q2 2023.