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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
Simplex Trading
551
Simplex Trading
Illinois
$33K +$33K +317 New
GRP
552
Global Retirement Partners
California
$32.5K -$11.5K -111 -26%
TAIM
553
TD Ameritrade Investment Management
Nebraska
$29K +$6.03K +58 +26%
JWA
554
JFS Wealth Advisors
Pennsylvania
$28.2K +$104 +1 +0.4%
RTC
555
Riverview Trust Company
Washington
$27K
TCOV
556
Trust Company of Vermont
Vermont
$25.6K
FFA
557
Farther Finance Advisors
California
$23.8K +$23.7K +228 New
QL
558
Quarry LP
New York
$23.7K +$23.6K +227 New
FCA
559
FinTrust Capital Advisors
South Carolina
$22.9K +$5.72K +55 +34%
CT
560
Cambridge Trust
Massachusetts
$22K +$11.7K +113 +113%
AAG
561
Armstrong Advisory Group
Massachusetts
$20.9K +$20.8K +200 New
AWM
562
Ameliora Wealth Management
Switzerland
$20.7K +$20.6K +198 New
GFPC
563
Global Financial Private Client
Florida
$20.4K
TWA
564
TCI Wealth Advisors
Arizona
$20.3K -$312 -3 -2%
MA
565
Montag & Associates
Georgia
$19.8K +$9.25K +89 +89%
CA
566
Crewe Advisors
Utah
$18.9K
WBC
567
West Branch Capital
Massachusetts
$18.8K
Pacer Advisors
568
Pacer Advisors
Pennsylvania
$18K -$3.85K -37 -18%
MCA
569
Maryland Capital Advisors
Maryland
$17.5K
Loomis, Sayles & Company
570
Loomis, Sayles & Company
Massachusetts
$16K +$15.6K +150 New
CA
571
Centerpoint Advisors
Massachusetts
$16K +$15.9K +153 New
GI
572
Gradient Investments
Minnesota
$15.2K -$44.7K -430 -75%
RCM
573
Raleigh Capital Management
North Carolina
$15K +$14.9K +143 New
HCP
574
Hexagon Capital Partners
Arkansas
$14.7K +$1.35K +13 +10%
DIP
575
DT Investment Partners
Pennsylvania
$14.6K +$14.6K +140 New