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Booz Allen Hamilton
BAH

Overview Fund Activity

613 hedge funds and large institutions have $11.1B invested in Booz Allen Hamilton in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.14%
New
69
Increased
239
Reduced
225
Closed
74
Calls
$6.72M
Puts
$7.43M
Net Calls
-$717K
Net Calls Change
+$329K

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$384M
2
First Trust Advisors
First Trust Advisors
Illinois
$242M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.25B
4
BCIM
Black Creek Investment Management
Ontario, Canada
$184M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$56.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$17.5M
2
UBS AM
UBS AM
Illinois
$52.5M
3
Invesco
Invesco
Georgia
$135M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$212M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
601
Avion Wealth
Texas
$1K +$1K +10 New
GWM
602
Guardian Wealth Management
Illinois
$966 – – –
AAP
603
Arax Advisory Partners
Colorado
$936 – – –
GFWA
604
Grey Fox Wealth Advisors
Delaware
$927 – – –
VCM
605
Versant Capital Management
Arizona
$742 – – –
TWD
606
True Wealth Design
Ohio
$557 – – –
UFF
607
USA Financial Formulas
Michigan
$556 +$556 +6 New
AAS
608
Ameritas Advisory Services
Nebraska
$556 +$556 +6 New
TWP
609
TFO Wealth Partners
Ohio
$463 +$278 +3 +150%
PFA
610
Pathway Financial Advisers
Indiana
$394 – – –
SWA
611
Sutton Wealth Advisors
Florida
$185 +$93 +1 +100%
FGAM
612
Financial Gravity Asset Management
Texas
$1 +$1 +93 New
TCM
613
TimesSquare Capital Management
New York
– -$54.6M -522,800 Closed
CCM
614
Channing Capital Management
Illinois
– -$10.1M -97,000 Closed
DCM
615
Driehaus Capital Management
Illinois
– -$8.15M -77,994 Closed
Janney Montgomery Scott
616
Janney Montgomery Scott
Pennsylvania
– -$7.02M -67,153 Closed
RFWA
617
RPg Family Wealth Advisory
Massachusetts
– -$6.01M -57,455 Closed
BHWA
618
Beacon Harbor Wealth Advisors
Virginia
– -$4.31M -41,248 Closed
QC
619
Quadrature Capital
United Kingdom
– -$3.61M -34,488 Closed
Schroder Investment Management Group
620
Schroder Investment Management Group
United Kingdom
– -$3.15M -30,128 Closed
MLL
621
Moody Lynn & Lieberson
Massachusetts
– -$2.92M -27,940 Closed
MML Investors Services
622
MML Investors Services
Massachusetts
– -$2.89M -27,663 Closed
LCG
623
Lisanti Capital Growth
New York
– -$2.84M -27,195 Closed
E
624
Ergoteles
New York
– -$2.84M -27,154 Closed
TI
625
Trexquant Investment
Connecticut
– -$2.61M -24,985 Closed
23 24
25
26 27