BAH icon

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 %
SC
176
Scotia Capital
Ontario, Canada
$4.49M -$685K -7,393 -13%
EGM
177
Engineers Gate Manager
New York
$4.37M +$4.37M +47,197 New
Ensign Peak Advisors
178
Ensign Peak Advisors
Utah
$4.35M +$921K +9,940 +27%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$4.27M +$87K +939 +2%
Principal Financial Group
180
Principal Financial Group
Iowa
$4.11M -$239K -2,583 -6%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$4.1M +$21K +227 +0.5%
JPMPWA
182
J.P. Morgan Private Wealth Advisors
California
$4.09M +$609K +6,574 +17%
LPL Financial
183
LPL Financial
California
$4.07M +$138K +1,487 +4%
RWM
184
Rench Wealth Management
Texas
$4.04M +$4.04M +43,624 New
PAMS
185
Pictet Asset Management (Switzerland)
Switzerland
$4.03M +$75.4K +813 +2%
BCI
186
Brinker Capital Investments
Pennsylvania
$3.89M -$240K -2,593 -6%
OPS
187
Orion Portfolio Solutions
Nebraska
$3.89M +$3.71M +40,072 +2,075%
IAN
188
Integrated Advisors Network
Texas
$3.88M +$225K +2,430 +6%
CP
189
Cumberland Partners
Ontario, Canada
$3.69M -$2.38M -25,715 -39%
JAG
190
Journey Advisory Group
Kentucky
$3.67M +$1.62M +17,523 +79%
FHB
191
First Hawaiian Bank
Hawaii
$3.64M +$1.5M +16,205 +70%
NIP
192
Nicholas Investment Partners
California
$3.6M -$934K -10,078 -21%
PGCM
193
Prescott Group Capital Management
Oklahoma
$3.59M – – –
BAMCO Inc
194
BAMCO Inc
New York
$3.59M – – –
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$3.57M -$188K -2,031 -5%
ASRS
196
Arizona State Retirement System
Arizona
$3.56M +$91.4K +986 +3%
CG
197
Colony Group
Massachusetts
$3.52M -$600K -6,473 -15%
GSC
198
G&S Capital
Colorado
$3.44M +$4.45K +48 +0.1%
ACA
199
Aptus Capital Advisors
Alabama
$3.43M +$346K +3,738 +11%
AAM
200
Advisors Asset Management
Colorado
$3.4M +$995K +10,736 +41%
6 7
8
9 10