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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
PGCM
176
Prescott Group Capital Management
Oklahoma
$2.06M – – –
AFG
177
Altiora Financial Group
Ohio
$2.06M – – –
Korea Investment Corp
178
Korea Investment Corp
South Korea
$2.05M +$616K +5,416 +40%
PRC
179
Pearl River Capital
Michigan
$2.04M +$991K +8,713 +87%
Toronto Dominion Bank
180
Toronto Dominion Bank
Ontario, Canada
$1.99M -$539K -4,740 -21%
Truist Financial
181
Truist Financial
North Carolina
$1.98M -$61.3K -539 -3%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$1.98M +$245K +2,156 +13%
II
183
IFM Investors
Australia
$1.93M +$69.1K +607 +4%
URS
184
Utah Retirement Systems
Utah
$1.91M +$11.4K +100 +0.6%
GCM
185
Graham Capital Management
Connecticut
$1.91M +$2M +17,547 New
Aberdeen Group
186
Aberdeen Group
United Kingdom
$1.87M -$20.4K -179 -1%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$1.87M +$226K +1,985 +13%
PAS
188
Park Avenue Securities
New York
$1.72M -$599K -5,261 -25%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$1.71M +$1.8M +15,789 New
TAF
190
Tredje AP-fonden
Sweden
$1.71M -$170K -1,498 -9%
SLAM
191
Swiss Life Asset Management
$1.71M +$1.79M +15,770 New
AB
192
Amalgamated Bank
New York
$1.71M +$31.4K +276 +2%
DnB Asset Management
193
DnB Asset Management
Norway
$1.66M +$186K +1,633 +12%
SWRP
194
Summit Wealth & Retirement Planning
California
$1.63M – – –
VI
195
Versor Investments
New York
$1.63M +$1.7M +14,971 New
UBS Group
196
UBS Group
Switzerland
$1.6M +$360K +3,165 +27%
M&T Bank
197
M&T Bank
New York
$1.57M +$14.6K +128 +0.9%
AA
198
ALPS Advisors
Colorado
$1.56M -$200K -1,756 -11%
Vontobel Holding
199
Vontobel Holding
Switzerland
$1.54M -$805K -7,075 -33%
AI
200
Atria Investments
North Carolina
$1.53M -$32.9K -289 -2%
6 7
8
9 10

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.