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BILL Holdings

375 hedge funds and large institutions have $6.55B invested in BILL Holdings in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $210M | Put options by funds: $159M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less funds holding

Funds holding: 410375 (-35)

10% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 143

16.6% less ownership

Funds ownership: 107.37%90.77% (-17%)

30% less capital invested

Capital invested by funds: $9.31B → $6.55B (-$2.76B)

30% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 102

Holders
375
Holders Change
-35
Holders Change %
-8.54%
% of All Funds
5.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
71
Increased
128
Reduced
143
Closed
102
Calls
$210M
Puts
$159M
Net Calls
+$51.4M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$759M -$800K -11,439 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$686M +$6.63M +94,786 +1%
Morgan Stanley
3
Morgan Stanley
New York
$529M -$1.09B -15,546,880 -67%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$483M +$112M +1,600,709 +29%
Temasek Holdings
5
Temasek Holdings
Singapore
$387M
BlackRock
6
BlackRock
New York
$382M -$9.36M -133,865 -2%
Franklin Resources
7
Franklin Resources
California
$193M -$10.6M -151,812 -5%
NMO
8
Newlands Management Operations
Texas
$180M
ACA
9
Abdiel Capital Advisors
New York
$162M +$45.3M +648,035 +38%
State Street
10
State Street
Massachusetts
$143M -$1.64M -23,458 -1%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$138M +$21.8M +312,089 +18%
JP Morgan Chase
12
JP Morgan Chase
New York
$136M +$54.4M +778,422 +65%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$105M +$2.97M +42,460 +3%
Ameriprise
14
Ameriprise
Minnesota
$101M +$63.9M +914,115 +163%
Millennium Management
15
Millennium Management
New York
$94.5M +$59.6M +853,096 +163%
PI
16
Pelion Inc
Utah
$90.3M
Norges Bank
17
Norges Bank
Norway
$89.9M +$9.42M +134,712 +11%
KCM
18
Kodai Capital Management
Illinois
$59.3M +$60.4M +863,514 New
JSP
19
Jackson Square Partners
California
$57.5M -$9.57M -136,856 -14%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$55.9M +$21.3M +304,993 +60%
EAM
21
Eagle Asset Management
Florida
$53.8M +$1.05M +14,971 +2%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$53.3M +$38.3M +547,419 +240%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$52M +$52.9M +756,110 New
Wellington Management Group
24
Wellington Management Group
Massachusetts
$51M +$39.1M +559,810 +307%
Citadel Advisors
25
Citadel Advisors
Florida
$48.8M -$16.2M -231,813 -25%

BILL Hedge Fund Activity: Q1 2024 in Review

375 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BILL Holdings (BILL) for Q1 2024, worth a combined $6.55B — down 30% from $9.31B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of BILL and 71 opened new positions — a net loss of 31 holders — while 143 trimmed existing stakes and 128 added.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $1.09B.

  • 375 institutional investors held BILL Holdings (BILL) as of Q1 2024, down from 410 in Q4 2023.
  • Funds reported $6.55B of BILL Holdings stock for Q1 2024, down 30% quarter-over-quarter.
  • 71 funds opened new BILL Holdings positions in Q1 2024 and 102 closed out, a net change of -31 holders.
  • The largest BILL Holdings buyer in Q1 2024 was Fidelity Investments, an estimated $112M added.
  • The largest BILL Holdings seller in Q1 2024 was Morgan Stanley, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2024.