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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 %
SIM
401
Studio Investment Management
Illinois
$384K +$10.4K +112 +3%
SFI
402
Susquehanna Fundamental Investments
Pennsylvania
$381K – – –
ST
403
Somerset Trust
Pennsylvania
$380K -$7.42K -80 -2%
PA
404
Procyon Advisors
Connecticut
$378K – – –
DIM
405
Delta Investment Management
California
$373K -$2.41K -26 -0.6%
AG
406
Ascent Group
Virginia
$371K -$63.3K -683 -15%
AC
407
Avestar Capital
New York
$370K +$38.5K +415 +12%
BTWM
408
Baker Tilly Wealth Management
Wisconsin
$367K -$4.08K -44 -1%
DADC
409
D.A. Davidson & Co
Montana
$361K +$361K +3,898 New
EIP
410
Epoch Investment Partners
New York
$361K – – –
CP
411
Camelot Portfolios
Ohio
$357K +$11.5K +124 +3%
FB
412
Fulton Bank
Pennsylvania
$356K +$29.3K +316 +9%
YDMI
413
Y.D. More Investments
Israel
$344K +$42.3K +1,650 +14%
RC
414
Randolph Company
Ohio
$332K – – –
GWANC
415
Guardian Wealth Advisors (North Carolina)
North Carolina
$330K -$15.9K -172 -5%
Aberdeen Group
416
Aberdeen Group
United Kingdom
$322K +$137K +1,474 +74%
DCM
417
Donaldson Capital Management
Indiana
$321K +$185 +2 +0.1%
EI
418
Ethic Inc
New York
$320K +$320K +3,452 New
AAS
419
Avantax Advisory Services
Texas
$314K -$12.2K -132 -4%
KAS
420
Kestra Advisory Services
Texas
$308K -$545K -5,881 -64%
Manulife (Manufacturers Life Insurance)
421
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$307K +$2.97K +32 +1%
NW
422
NewEdge Wealth
Pennsylvania
$302K +$2.32K +25 +0.8%
MYAM
423
Meiji Yasuda Asset Management
Japan
$301K -$649K -6,997 -68%
IWM
424
IHT Wealth Management
Illinois
$299K +$80.7K +871 +37%
BOH
425
Bank of Hawaii
Hawaii
$299K -$3.15K -34 -1%
15 16
17
18 19