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Booz Allen Hamilton

524 hedge funds and large institutions have $9.86B invested in Booz Allen Hamilton in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $28.1M

14% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 74

1% more funds holding

Funds holding: 520524 (+4)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

2.03% less ownership

Funds ownership: 91.07%89.03% (-2%)

10% less capital invested

Capital invested by funds: $11B → $9.86B (-$1.09B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
524
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
9.2%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
84
Increased
187
Reduced
187
Closed
74
Calls
$35.3M
Puts
$28.1M
Net Calls
+$7.23M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$247K +$257K +3,063 New
NEAM
402
New England Asset Management
Connecticut
$242K +$252K +3,000 New
PGCM
403
Prescott Group Capital Management
Oklahoma
$240K +$250K +2,975 New
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$240K +$250K +2,977 New
JIP
405
Jaffetilchin Investment Partners
Florida
$239K -$161K -1,916 -39%
CTC
406
Central Trust Company
Missouri
$235K -$131K -1,555 -35%
BCV
407
Banque Cantonale Vaudoise
Switzerland
$234K -$62.7K -747 -20%
New York State Teachers Retirement System (NYSTRS)
408
New York State Teachers Retirement System (NYSTRS)
New York
$234K +$243K +2,900 New
BRG
409
Bay Rivers Group
Virginia
$233K -$8.06K -96 -3%
CS
410
Comerica Securities
Michigan
$232K -$16.8K -200 -6%
NFG
411
Next Financial Group
Texas
$231K -$111K -1,323 -31%
CG
412
CFO4Life Group
Texas
$228K -$183K -2,182 -44%
Manulife (Manufacturers Life Insurance)
413
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$222K -$2.69K -32 -1%
WI
414
Wintrust Investments
Illinois
$221K +$231K +2,750 New
WHG
415
Westwood Holdings Group
Texas
$218K -$25.3K -302 -10%
LWAM
416
Legacy Wealth Asset Management
Minnesota
$216K -$420 -5 -0.2%
HWMA
417
Heritage Wealth Management (Arizona)
Arizona
$214K +$223K +2,660 New
SPIA
418
Steward Partners Investment Advisory
New York
$213K +$8.14K +97 +4%
FP
419
Foundry Partners
Minnesota
$213K
LOAMS
420
Lombard Odier Asset Management (Switzerland)
Switzerland
$206K +$215K +2,556 New
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$202K -$522K -6,214 -71%
Vontobel Holding
422
Vontobel Holding
Switzerland
$200K -$34.8K -415 -14%
AII
423
AGF Investments Inc
Ontario, Canada
$195K +$14.2K +169 +8%
LSA
424
Leonteq Securities AG
Switzerland
$194K +$177K +2,110 +703%
NICM
425
Neo Ivy Capital Management
New York
$169K -$221K -2,629 -56%