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Booz Allen Hamilton
BAH

Overview Fund Activity

499 hedge funds and large institutions have $10.5B invested in Booz Allen Hamilton in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 180 increasing their positions, 188 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-22
Holders Change %
-4.22%
% of All Funds
8.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
46
Increased
180
Reduced
188
Closed
66
Calls
$29.1M
Puts
$12.7M
Net Calls
+$16.3M
Net Calls Change
+$9.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$787M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.43B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$110M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$41.6M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$112M

Top Sellers

1
BlackRock
1
BlackRock
New York
$828M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$29.8M
4
Ameriprise
4
Ameriprise
Minnesota
$121M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
476
Fieldpoint Private Securities
Connecticut
$4K – – –
SFP
477
Sterling Financial Planning
New Jersey
$4K – – –
LWA
478
Lowe Wealth Advisors
Maryland
$4K – – –
CFD
479
Creative Financial Designs
Indiana
$4K – – –
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$952 +10 +31%
BWM
481
Baystate Wealth Management
Massachusetts
$4K +$4K +44 New
AA
482
Ancora Advisors
Ohio
$4K +$4K +48 New
EARNEST Partners
483
EARNEST Partners
Georgia
$3K – – –
NFSG
484
Newbridge Financial Services Group
Florida
$3K – – –
OIA
485
Optimum Investment Advisors
Illinois
$3K – – –
IA
486
IFP Advisors
Florida
$3K – – –
MCM
487
Manchester Capital Management
Vermont
$3K +$649 +8 +28%
HF
488
Halpern Financial
Virginia
$2.13K – – –
FCA
489
FinTrust Capital Advisors
South Carolina
$2K – – –
RFA
490
Reilly Financial Advisors
California
$2K – – –
WT
491
Washington Trust
Rhode Island
$2K – – –
WQ
492
Wealth Quarterback
New Jersey
$2K +$2K +21 New
GWS
493
Glassman Wealth Services
Virginia
$1K – – –
CWP
494
Concord Wealth Partners
Virginia
$1K – – –
CI
495
CX Institutional
Indiana
$1K +$1K +7 New
MF
496
Magnetar Financial
Illinois
$472 -$3.68K -43,169 -89%
AIG
497
American International Group
New York
$244 -$14 -166 -5%
Nisa Investment Advisors
498
Nisa Investment Advisors
Missouri
$94 – – –
BBHC
499
Brown Brothers Harriman & Co
New York
$18 +$12 +144 +222%
BAM
500
Burgundy Asset Management
Ontario, Canada
– -$47.7M -592,783 Closed
18 19
20
21 22