We are live on ! Find out more
BILL icon

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
AWS
151
Atria Wealth Solutions
New York
$3.37M -$23.1K -203 -0.6%
TFCM
152
Taylor Frigon Capital Management
Arizona
$3.29M -$130K -1,141 -4%
US Bancorp
153
US Bancorp
Minnesota
$3.28M -$241K -2,119 -7%
DM
154
Diker Management
New York
$3.26M – – –
FCM
155
Firsthand Capital Management
California
$3.26M – – –
TPM
156
Totem Point Management
New York
$3.07M +$559K +4,917 +21%
FAF
157
Fjarde Ap-fonden
Sweden
$2.98M +$307K +2,700 +11%
Verition Fund Management
158
Verition Fund Management
Connecticut
$2.95M -$995K -8,746 -24%
HLA
159
Hamilton Lane Advisors
Pennsylvania
$2.94M – – –
IP
160
Interval Partners
New York
$2.83M +$1.15M +10,103 +63%
ASRS
161
Arizona State Retirement System
Arizona
$2.83M -$4.1K -36 -0.1%
MC
162
Metavasi Capital
New York
$2.82M +$2.96M +26,000 New
AAM
163
Azzad Asset Management
Virginia
$2.8M +$294K +2,586 +11%
Stifel Financial
164
Stifel Financial
Missouri
$2.73M -$1.8M -15,846 -39%
PMEF
165
Point72 Middle East FZE
United Arab Emirates
$2.71M +$2.84M +24,978 New
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$2.69M -$184K -1,614 -6%
WAM
167
Wakefield Asset Management
Colorado
$2.59M -$208K -1,830 -7%
BMSSC
168
B. Metzler seel. Sohn & Co
Germany
$2.55M -$3.51M -30,824 -57%
Macquarie Group
169
Macquarie Group
Australia
$2.41M -$343K -3,015 -12%
SFP
170
Shepherd Financial Partners
Massachusetts
$2.38M – – –
FAF
171
Första AP-fonden
Sweden
$2.27M +$2.38M +20,900 New
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$2.14M -$15.2M -133,686 -87%
ACS
173
Archford Capital Strategies
Illinois
$2.12M – – –
SAM
174
Stansberry Asset Management
Texas
$2.07M +$189K +1,660 +10%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.06M -$156K -1,374 -7%
5 6
7
8 9

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.