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BILL Holdings

107 hedge funds and large institutions have $1.48B invested in BILL Holdings in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

25% more capital invested

Capital invested by funds: $1.19B → $1.48B (+$295M)

16.06% more ownership

Funds ownership: 44.28%60.34% (+16%)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

2% more funds holding

Funds holding: 105107 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

85% less call options, than puts

Call options by funds: $3.02M | Put options by funds: $20.5M

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
47
Increased
30
Reduced
20
Closed
42
Calls
$3.02M
Puts
$20.5M
Net Calls
-$17.5M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACMV
1
August Capital Management V
California
$264M
Temasek Holdings
2
Temasek Holdings
Singapore
$190M +$263M +5,556,050 New
EGP
3
Emergence GP Partners
California
$169M
NPGCU
4
Napier Park Global Capital (US)
New York
$163M
Franklin Resources
5
Franklin Resources
California
$126M +$148M +3,118,667 +379%
JP Morgan Chase
6
JP Morgan Chase
New York
$92.2M +$26.2M +552,729 +26%
ACA
7
Abdiel Capital Advisors
New York
$87.1M +$113M +2,395,500 +1,597%
WRCM
8
Whale Rock Capital Management
Massachusetts
$55.3M +$70.8M +1,496,464 +1,247%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$45.6M -$35.3M -746,722 -36%
Bank of America
10
Bank of America
North Carolina
$39.4M +$54.5M +1,152,438 +879,724%
Vanguard Group
11
Vanguard Group
Pennsylvania
$26.6M +$4.35M +91,916 +13%
ESCM
12
Echo Street Capital Management
New York
$26.2M +$31.3M +660,864 +621%
MC
13
MIG Capital
California
$19.4M +$5.98M +126,379 +29%
TCM
14
TimesSquare Capital Management
New York
$18.7M +$24M +507,900 +1,270%
Goldman Sachs
15
Goldman Sachs
New York
$17.6M +$385K +8,131 +2%
ECM
16
Engle Capital Management
Connecticut
$9.58M +$13.2M +280,000 New
Fidelity International
17
Fidelity International
Bermuda
$9.24M -$2.26M -47,768 -14%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$8.93M +$12.3M +260,068 New
BlackRock
19
BlackRock
New York
$8.22M +$8.17M +172,630 +254%
Morgan Stanley
20
Morgan Stanley
New York
$7.82M -$783K -16,538 -7%
BAMCO Inc
21
BAMCO Inc
New York
$6.02M +$1.23M +25,922 +17%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$5.89M +$1.18M +24,853 +17%
VEPM
23
Vista Equity Partners Management
California
$4.86M +$6.26M +132,208 +1,322%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4.65M -$25.8M -544,567 -80%
MCMC
25
Matrix Capital Management Company
New Hampshire
$3.42M

BILL Hedge Fund Activity: Q1 2020 in Review

107 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q1 2020, worth a combined $1.48B — up 25% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BILL positions and 42 closed out — a net gain of 5 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $263M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $35.3M.

  • 107 institutional investors held BILL Holdings (BILL) as of Q1 2020, up from 105 in Q4 2019.
  • Funds reported $1.48B of BILL Holdings stock for Q1 2020, up 25% quarter-over-quarter.
  • 47 funds opened new BILL Holdings positions in Q1 2020 and 42 closed out, a net change of +5 holders.
  • The largest BILL Holdings buyer in Q1 2020 was Temasek Holdings, an estimated $263M added.
  • The largest BILL Holdings seller in Q1 2020 was Kayne Anderson Rudnick Investment Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2020.