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Booz Allen Hamilton
BAH

Overview Fund Activity

611 hedge funds and large institutions have $13.4B invested in Booz Allen Hamilton in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 207 increasing their positions, 236 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.64%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
79
Increased
207
Reduced
236
Closed
77
Calls
$16.8M
Puts
$32.6M
Net Calls
-$15.8M
Net Calls Change
-$15.1M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$138M
2
NCMU
NAYA Capital Management (UK)
United Kingdom
$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$135M
4
Bessemer Group
Bessemer Group
New Jersey
$105M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$96.5M

Top Sellers

1
Invesco
Invesco
Georgia
$68.5M
2
AM
AGF Management
Ontario, Canada
$0
3
WP
Woodline Partners
California
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$255M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
576
Glassman Wealth Services
Virginia
$5.69K -$558 -5 -9%
LWA
577
Lowe Wealth Advisors
Maryland
$5.69K – – –
EWA
578
EverSource Wealth Advisors
Alabama
$5.58K +$1.67K +15 +43%
JFG
579
JDM Financial Group
Texas
$5.02K – – –
BIA
580
Bell Investment Advisors
California
$4.91K -$1.12K -10 -19%
BWL
581
Bogart Wealth LLC
Virginia
$4.46K – – –
EARNEST Partners
582
EARNEST Partners
Georgia
$4.13K – – –
CPG
583
Cornerstone Planning Group
New Jersey
$4.13K +$4.13K +37 New
NFSG
584
Newbridge Financial Services Group
Florida
$3.72K – – –
OIA
585
Optimum Investment Advisors
Illinois
$3.57K – – –
SIC
586
SJS Investment Consulting
Ohio
$3.46K +$1.67K +15 +94%
PO
587
Private Ocean
California
$3.43K – – –
MCM
588
Manchester Capital Management
Vermont
$3.35K -$3.79K -34 -53%
DI
589
Disciplined Investments
Oklahoma
$3.13K -$335 -3 -10%
AIC
590
Archer Investment Corporation
Indiana
$3.13K +$3.13K +28 New
PVH
591
Psagot Value Holdings
Israel
$3K +$808 +7 +37%
BCMLT
592
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.92K – – –
WT
593
Washington Trust
Rhode Island
$2.9K +$893 +8 +44%
DAM
594
Delta Asset Management
Tennessee
$2.57K – – –
TAM
595
Tucker Asset Management
Colorado
$2.23K – – –
VCM
596
Versant Capital Management
Arizona
$2.12K +$1.23K +11 +138%
AAP
597
Arax Advisory Partners
Colorado
$2.02K +$900 +8 +80%
CWP
598
Concord Wealth Partners
Virginia
$1.45K – – –
RA
599
Rise Advisors
New York
$1.37K – – –
BAAM
600
Baker Avenue Asset Management
California
$1.23K – – –
22 23
24
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