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Booz Allen Hamilton

630 hedge funds and large institutions have $13.2B invested in Booz Allen Hamilton in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 189 increasing their positions, 261 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 62

3% more funds holding

Funds holding: 614630 (+16)

0.24% less ownership

Funds ownership: 91.91%91.67% (-0.24%)

2% less capital invested

Capital invested by funds: $13.4B → $13.2B (-$213M)

9% less call options, than puts

Call options by funds: $20.7M | Put options by funds: $22.7M

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

28% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 261

Holders
630
Holders Change
+16
Holders Change %
+2.61%
% of All Funds
10%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
88
Increased
189
Reduced
261
Closed
62
Calls
$20.7M
Puts
$22.7M
Net Calls
-$1.98M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$101M +$21.5M +187,146 +25%
APG Asset Management
27
APG Asset Management
Netherlands
$101M -$1.09M -9,440 -1%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$99M +$4.75M +41,301 +5%
Goldman Sachs
29
Goldman Sachs
New York
$98.6M -$20.1M -175,209 -16%
Aviva
30
Aviva
United Kingdom
$98.6M -$1.51M -13,141 -1%
EAM
31
Eagle Asset Management
Florida
$96.7M -$133K -1,156 -0.1%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$91.4M -$729K -6,342 -0.8%
Lazard Asset Management
33
Lazard Asset Management
New York
$90.4M -$3.83M -33,296 -4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$89.7M +$855K +7,436 +0.9%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$89.2M +$164K +1,429 +0.2%
Charles Schwab
36
Charles Schwab
California
$86.7M +$447K +3,885 +0.5%
ACM
37
Argent Capital Management
Missouri
$86.4M -$6.54M -56,894 -7%
AM
38
AGF Management
Ontario, Canada
$84.5M +$89M +773,770 New
Invesco
39
Invesco
Georgia
$79.5M +$13M +113,481 +18%
DOA
40
D'Orazio & Associates
Virginia
$76.6M +$296K +2,575 +0.4%
BG
41
Bahl & Gaynor
Ohio
$76M +$8.32M +72,403 +12%
ACA
42
Anchor Capital Advisors
Massachusetts
$73.5M -$10.7M -92,841 -12%
Legal & General Group
43
Legal & General Group
United Kingdom
$72.8M -$2.77M -24,076 -3%
WCM
44
Wedge Capital Management
North Carolina
$70.4M -$10.6M -91,989 -13%
Northern Trust
45
Northern Trust
Illinois
$65M -$195K -1,696 -0.3%
DekaBank Deutsche Girozentrale
46
DekaBank Deutsche Girozentrale
Germany
$61.1M -$11.4M -99,150 -15%
BC
47
Bartlett & Co
Ohio
$59.9M -$5.12M -44,572 -8%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$59.9M -$5.12M -44,572 -8%
UBS AM
49
UBS AM
Illinois
$58M -$4.08M -35,486 -6%
EDRH
50
Edmond de Rothschild Holding
Switzerland
$51.8M +$1.05M +9,154 +2%