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Booz Allen Hamilton

634 hedge funds and large institutions have $12.5B invested in Booz Allen Hamilton in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 219 increasing their positions, 219 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

12% more funds holding

Funds holding: 568634 (+66)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.21B)

0% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 219

0.4% less ownership

Funds ownership: 92.51%92.11% (-0.4%)

9% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $11.8M

Holders
634
Holders Change
+66
Holders Change %
+11.62%
% of All Funds
10.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
128
Increased
219
Reduced
219
Closed
47
Calls
$10.7M
Puts
$11.8M
Net Calls
-$1.05M
Net Calls Change
-$7.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
426
Camelot Portfolios
Ohio
$390K +$128K +1,228 +49%
LNC
427
Lincoln National Corp
Pennsylvania
$378K +$376K +3,618 New
RC
428
Randolph Company
Ohio
$375K
AC
429
Avestar Capital
New York
$374K +$13.3K +128 +4%
LFAS
430
Level Four Advisory Services
Texas
$370K -$314K -3,020 -46%
FB
431
Fulton Bank
Pennsylvania
$369K +$74.1K +713 +25%
AAS
432
Avantax Advisory Services
Texas
$367K +$108K +1,038 +42%
DCM
433
Donaldson Capital Management
Indiana
$362K +$67.5K +649 +23%
NICM
434
Neo Ivy Capital Management
New York
$352K +$351K +3,372 New
IAG
435
Ipsen Advisor Group
Arkansas
$351K +$349K +3,356 New
YDMI
436
Y.D. More Investments
Israel
$347K +$1.22M +11,775 New
CAM
437
Cresset Asset Management
Illinois
$346K +$453K +4,357 New
Manulife (Manufacturers Life Insurance)
438
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$342K +$19.8K +190 +6%
BOH
439
Bank of Hawaii
Hawaii
$340K +$3.43K +33 +1%
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$339K -$2.6K -25 -0.8%
NW
441
NewEdge Wealth
Pennsylvania
$338K +$336K +3,232 New
CAAS
442
Capital Asset Advisory Services
Michigan
$318K -$11.2K -108 -3%
CCA
443
Cadent Capital Advisors
Oklahoma
$317K +$80K +770 +34%
Holocene Advisors
444
Holocene Advisors
New York
$317K -$45.8M -440,876 -99%
BFA
445
BMS Financial Advisors
South Dakota
$316K +$314K +3,021 New
SW
446
SVB Wealth
Massachusetts
$313K +$63.5K +611 +26%
TMAM
447
Tokio Marine Asset Management
Japan
$310K +$53.2K +512 +21%
DCM
448
Dudley Capital Management
Virginia
$308K +$307K +2,950 New
STA
449
Summit Trail Advisors
New York
$306K +$2.39K +23 +0.8%
BCV
450
Banque Cantonale Vaudoise
Switzerland
$304K