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Booz Allen Hamilton

428 hedge funds and large institutions have $9.15B invested in Booz Allen Hamilton in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $7.64M

40% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $8.61B → $9.15B (+$540M)

5% more funds holding

Funds holding: 407428 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.93% less ownership

Funds ownership: 93.01%92.08% (-0.93%)

22% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 174

Holders
428
Holders Change
+21
Holders Change %
+5.16%
% of All Funds
9.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
73
Increased
135
Reduced
174
Closed
52
Calls
$16.9M
Puts
$7.64M
Net Calls
+$9.28M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
51
Fidelity International
Bermuda
$38.5M -$1.71M -24,168 -4%
Legal & General Group
52
Legal & General Group
United Kingdom
$36.3M +$5.27M +74,439 +17%
WHG
53
Westwood Holdings Group
Texas
$36M -$71.4M -1,008,058 -67%
Loomis, Sayles & Company
54
Loomis, Sayles & Company
Massachusetts
$34.2M +$2.18M +30,830 +7%
Lazard Asset Management
55
Lazard Asset Management
New York
$30.7M +$19.5M +275,488 +175%
FA
56
Friess Associates
Delaware
$30.5M
Federated Hermes
57
Federated Hermes
Pennsylvania
$30.2M -$1.84M -25,934 -6%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$28.8M +$1.72M +24,273 +6%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$26.1M +$5.01M +70,807 +24%
SGAM
60
Smith Group Asset Management
Texas
$24.8M -$304K -4,300 -1%
Two Sigma Investments
61
Two Sigma Investments
New York
$24.1M +$6.02M +84,980 +33%
Nomura Holdings
62
Nomura Holdings
Japan
$23.6M +$22.6M +319,811 +1,969%
HAI
63
Hennessy Advisors Inc
California
$22.8M -$2.19M -30,869 -9%
HCM
64
Hilton Capital Management
New York
$22.2M +$957K +13,518 +5%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$21.9M +$5.91M +83,532 +37%
Prudential Financial
66
Prudential Financial
New Jersey
$21.7M -$15.5M -218,549 -42%
Deutsche Bank
67
Deutsche Bank
Germany
$21.5M -$7.29M -102,994 -25%
PAM
68
Panagora Asset Management
Massachusetts
$21.4M +$21M +296,178 +5,485%
AAMU
69
Amundi Asset Management US
Massachusetts
$21.1M -$18.2M -256,627 -46%
N
70
Natixis
France
$20.9M +$20.8M +293,751 New
Axa
71
Axa
France
$20.3M +$16.2M +228,834 +398%
Millennium Management
72
Millennium Management
New York
$20M +$9.39M +132,673 +89%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$19.9M +$219K +3,097 +1%
CAM
74
ClariVest Asset Management
California
$19.2M +$15.7M +221,271 +452%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$18.9M -$870K -12,291 -4%

BAH Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2019, worth a combined $9.15B — up 6.3% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BAH positions and 52 closed out — a net gain of 21 holders — while 135 added to existing stakes and 174 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $77.3M. The largest seller was Black Creek Investment Management, cutting an estimated $71.5M.

  • 428 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2019, up from 407 in Q2 2019.
  • Funds reported $9.15B of Booz Allen Hamilton stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 73 funds opened new Booz Allen Hamilton positions in Q3 2019 and 52 closed out, a net change of +21 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2019 was Congress Asset Management, an estimated $77.3M added.
  • The largest Booz Allen Hamilton seller in Q3 2019 was Black Creek Investment Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2019.