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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
EARNEST Partners
601
EARNEST Partners
Georgia
$3.87K
PFBT
602
Parkside Financial Bank & Trust
Missouri
$3.76K +$1.25K +12 +50%
SIC
603
SJS Investment Consulting
Ohio
$3.66K +$1.35K +13 +59%
AF
604
Advisornet Financial
Minnesota
$3.66K +$3.64K +35 New
TC
605
Truvestments Capital
Florida
$3.66K +$3.64K +35 New
DI
606
Disciplined Investments
Oklahoma
$3.55K -$104 -1 -3%
NFSG
607
Newbridge Financial Services Group
Florida
$3.45K
OIA
608
Optimum Investment Advisors
Illinois
$3.35K
EWA
609
EverSource Wealth Advisors
Alabama
$3.03K +$520 +5 +21%
BHWM
610
Beaird Harris Wealth Management
Texas
$3.03K +$3.02K +29 New
ADL
611
Asset Dedication LLC
California
$3K +$3.12K +30 New
NC
612
NewSquare Capital
Pennsylvania
$2.82K
CA
613
CoreCap Advisors
Michigan
$2.82K +$2.81K +27 New
BCMLT
614
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.71K
RBC
615
Romano Brothers & Co
Illinois
$2.65K +$2.6K +25 New
WT
616
Washington Trust
Rhode Island
$2.61K -$312 -3 -11%
DAM
617
Delta Asset Management
Tennessee
$2.4K +$2.39K +23 New
JWM
618
Janiczek Wealth Management
Colorado
$2.39K
CWP
619
Concord Wealth Partners
Virginia
$1.36K +$1.35K +13 New
RA
620
Rise Advisors
New York
$1.27K
LC
621
Lindbrook Capital
California
$1.15K -$5.92K -57 -84%
BAAM
622
Baker Avenue Asset Management
California
$1.15K +$1.14K +11 New
GWMI
623
Guardian Wealth Management (Illinois)
Illinois
$1.08K
MYAM
624
Meiji Yasuda Asset Management
Japan
$1.07K -$233K -2,240 -18%
AAP
625
Arax Advisory Partners
Colorado
$1.05K