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Booz Allen Hamilton

633 hedge funds and large institutions have $15.9B invested in Booz Allen Hamilton in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 189 increasing their positions, 276 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.73M

21% more capital invested

Capital invested by funds: $13.2B → $15.9B (+$2.75B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3.79% more ownership

Funds ownership: 91.67%95.46% (+3.8%)

0% more funds holding

Funds holding: 630633 (+3)

32% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 276

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
88
Increased
189
Reduced
276
Closed
77
Calls
$33.4M
Puts
$9.73M
Net Calls
+$23.7M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$127M -$6.59M -52,845 -5%
AllianceBernstein
27
AllianceBernstein
Tennessee
$126M -$30.2M -242,458 -20%
EAM
28
Eagle Asset Management
Florida
$126M +$12.4M +99,553 +11%
GKIM
29
GW&K Investment Management
Massachusetts
$122M -$3.72M -29,835 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$118M -$580K -4,652 -0.5%
Aviva
31
Aviva
United Kingdom
$114M -$1.13M -9,062 -1%
Lazard Asset Management
32
Lazard Asset Management
New York
$114M +$7.53M +60,414 +7%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$106M +$1.89M +15,198 +2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$104M -$2.89M -23,188 -3%
Charles Schwab
35
Charles Schwab
California
$103M +$1.95M +15,656 +2%
Goldman Sachs
36
Goldman Sachs
New York
$102M -$12.8M -102,705 -11%
ACM
37
Argent Capital Management
Missouri
$99.5M -$1.56M -12,541 -2%
APG Asset Management
38
APG Asset Management
Netherlands
$91.8M -$15.9M -127,207 -14%
BG
39
Bahl & Gaynor
Ohio
$91.4M +$2.33M +18,723 +3%
DOA
40
D'Orazio & Associates
Virginia
$89M -$665K -5,336 -0.8%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$88.6M -$16M -128,185 -16%
ACA
42
Anchor Capital Advisors
Massachusetts
$80.1M -$5.76M -46,214 -7%
Legal & General Group
43
Legal & General Group
United Kingdom
$77.9M -$7.11M -57,040 -9%
WCM
44
Wedge Capital Management
North Carolina
$77.5M -$4.77M -38,270 -6%
Northern Trust
45
Northern Trust
Illinois
$77.2M +$1.02M +8,193 +1%
BC
46
Bartlett & Co
Ohio
$70.1M +$452K +3,622 +0.7%
BCWM
47
Bartlett & Co Wealth Management
Ohio
$70.1M +$452K +3,622 +0.7%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$70M +$10.3M +82,982 +18%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$66.5M +$5.77M +46,298 +10%
UBS AM
50
UBS AM
Illinois
$62.6M -$5.15M -41,342 -8%