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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
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$95.7M -$39.9M -383,776 -30%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$92.1M -$31.6M -304,281 -26%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$90.7M -$6.28M -60,411 -7%
ACM
29
Argent Capital Management
Missouri
$90.5M -$271K -2,605 -0.3%
ACA
30
Anchor Capital Advisors
Massachusetts
$87.9M -$2.48M -23,855 -3%
Charles Schwab
31
Charles Schwab
California
$83.1M +$2.81M +27,046 +4%
Lazard Asset Management
32
Lazard Asset Management
New York
$82.2M -$2.35M -22,645 -3%
Legal & General Group
33
Legal & General Group
United Kingdom
$81.7M -$6.41M -61,678 -7%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$80.1M +$2.81M +27,047 +4%
AM
35
AGF Management
Ontario, Canada
$75.6M +$75.1M +722,864 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$75.2M +$14.8M +142,356 +25%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$73.2M -$57M -548,300 -44%
EAM
38
Eagle Asset Management
Florida
$71.6M -$19.7M -189,734 -22%
Aviva
39
Aviva
United Kingdom
$68.2M +$10M +96,489 +17%
DOA
40
D'Orazio & Associates
Virginia
$66.5M +$8.67M +83,408 +15%
EMG
41
ETF Managers Group
New Jersey
$66.1M -$6.23M -59,965 -9%
UBS Group
42
UBS Group
Switzerland
$65.2M +$9.75M +93,804 +18%
Northern Trust
43
Northern Trust
Illinois
$65.2M -$1.51M -14,493 -2%
CAM
44
Close Asset Management
United Kingdom
$64.9M -$731K -7,030 -1%
BCWM
45
Bartlett & Co Wealth Management
Ohio
$63.2M -$479K -4,611 -0.8%
BC
46
Bartlett & Co
Ohio
$63.2M -$479K -4,611 -0.8%
WCM
47
Wedge Capital Management
North Carolina
$62M +$61.7M +593,500 New
William Blair & Company
48
William Blair & Company
Illinois
$58.3M -$557K -5,359 -1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$56.2M -$3.67M -35,291 -6%
N
50
Nuveen
North Carolina
$55.5M -$2.25M -21,652 -4%