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Booz Allen Hamilton
BAH

Overview Fund Activity

479 hedge funds and large institutions have $9.6B invested in Booz Allen Hamilton in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-20
Holders Change %
-4.01%
% of All Funds
8.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
44
Increased
162
Reduced
191
Closed
60
Calls
$24.6M
Puts
$13.8M
Net Calls
+$10.8M
Net Calls Change
-$5.53M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$131M
2
Truist Financial
Truist Financial
North Carolina
+$66.5M
3
BCIM
Black Creek Investment Management
Ontario, Canada
+$64.7M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$54M
5
First Trust Advisors
First Trust Advisors
Illinois
+$44.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
2
Franklin Resources
Franklin Resources
California
-$57.7M
3
FCM
Frontier Capital Management
Massachusetts
-$39M
4
TCM
TimesSquare Capital Management
New York
-$35.6M
5
Fidelity International
Fidelity International
Bermuda
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
326
Raymond James Trust
Florida
$386K +$12.3K +155 +3%
WF
327
Welch & Forbes
Massachusetts
$381K – – –
IB
328
Intrust Bank
Kansas
$378K -$4.68K -59 -1%
EWM
329
Empirical Wealth Management
Washington
$376K +$376K +4,734 New
ST
330
Somerset Trust
Pennsylvania
$375K -$6.91K -87 -2%
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$370K -$20.4K -257 -5%
BDF
332
Balasa Dinverno & Foltz
$361K -$794 -10 -0.2%
SW
333
SVB Wealth
Massachusetts
$359K -$56.8K -715 -14%
OAM
334
Optimal Asset Management
California
$359K +$794 +10 +0.2%
EIP
335
Epoch Investment Partners
New York
$357K – – –
PVH
336
Psagot Value Holdings
Israel
$349K -$244K -3,078 -41%
YWP
337
YorkBridge Wealth Partners
New York
$345K +$61K +769 +21%
CAN
338
Cetera Advisor Networks
California
$337K +$337K +4,241 New
Marshall Wace
339
Marshall Wace
United Kingdom
$335K +$21.3K +269 +7%
SWP
340
Strategic Wealth Partners
Ohio
$333K +$333K +4,195 New
Rockefeller Capital Management
341
Rockefeller Capital Management
New York
$318K +$36.5K +461 +13%
Two Sigma Investments
342
Two Sigma Investments
New York
$317K -$2.89M -36,496 -90%
Baird Financial Group
343
Baird Financial Group
Wisconsin
$317K – – –
MML Investors Services
344
MML Investors Services
Massachusetts
$309K -$14K -177 -4%
IRF
345
IBM Retirement Fund
New York
$300K – – –
RIM
346
Redpoint Investment Management
Australia
$300K – – –
BPM
347
Bowling Portfolio Management
Ohio
$294K -$13.7K -173 -4%
Creative Planning
348
Creative Planning
Kansas
$292K +$39.6K +500 +16%
PI
349
PEAK6 Investments
Illinois
$289K +$289K +3,647 New
CWM
350
Cahaba Wealth Management
Georgia
$287K +$287K +3,625 New
12 13
14
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