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Booz Allen Hamilton
BAH

Overview Fund Activity

613 hedge funds and large institutions have $11.1B invested in Booz Allen Hamilton in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.14%
New
69
Increased
239
Reduced
225
Closed
74
Calls
$6.72M
Puts
$7.43M
Net Calls
-$717K
Net Calls Change
+$329K

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$133M
2
First Trust Advisors
First Trust Advisors
Illinois
+$83M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$82.6M
4
BCIM
Black Creek Investment Management
Ontario, Canada
+$77.1M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$56.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$150M
2
UBS AM
UBS AM
Illinois
-$104M
3
Invesco
Invesco
Georgia
-$83.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$78M
5
TCM
TimesSquare Capital Management
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
351
Advisory Services Network
Georgia
$585K -$1.11K -12 -0.2%
VAS
352
Vestmark Advisory Solutions
Massachusetts
$584K -$231K -2,494 -28%
ZB
353
Zions Bancorporation
Utah
$571K +$52.3K +564 +10%
WF
354
WoodTrust Financial
Wisconsin
$570K – – –
TRCT
355
Tower Research Capital (TRC)
New York
$562K +$460K +4,958 +449%
YIH
356
Y-Intercept (HK)
Hong Kong
$554K +$359K +3,871 +183%
CW
357
CreativeOne Wealth
Kansas
$549K +$20.1K +217 +4%
WCM
358
Washington Capital Management
Washington
$547K – – –
SCI
359
S&CO Inc
Massachusetts
$533K – – –
AFA
360
Abacus FCF Advisors
Florida
$527K +$527K +5,689 New
AIM
361
Aigen Investment Management
New York
$521K -$473K -5,107 -48%
RWM
362
Ritholtz Wealth Management
New York
$517K -$632K -6,818 -55%
RJT
363
Raymond James Trust
Florida
$513K +$25.7K +277 +5%
QI
364
Qtron Investments
Massachusetts
$501K -$30.3K -327 -6%
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$500K +$43.4K +469 +10%
TPWM
366
Twelve Points Wealth Management
Massachusetts
$499K +$50.6K +546 +11%
VPIM
367
Vanguard Personalized Indexing Management
California
$496K -$749K -8,079 -60%
IA
368
Insight Advisors
Pennsylvania
$495K +$463 +5 +0.1%
BMSSC
369
B. Metzler seel. Sohn & Co
Germany
$492K -$231K -2,489 -32%
AWM
370
Avior Wealth Management
Nebraska
$489K +$489K +5,276 New
GT
371
Greenleaf Trust
Michigan
$487K -$2.69K -29 -0.5%
AL
372
ADE LLC
Maryland
$481K – – –
Cerity Partners
373
Cerity Partners
New York
$481K -$170K -1,835 -26%
PFM
374
Premier Fund Managers
United Kingdom
$477K +$261K +2,850 +121%
KI
375
Kula Investments
Illinois
$477K +$477K +5,144 New
13 14
15
16 17