PRIMECAP increased BAH position by 2,682,460 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $BAH based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other PRIMECAP Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | Decreased | 6,566,583 | $779.2B |
| SONY | SONY GROUP CORP | Decreased | 6,140,660 | $1492.5B |
| NWL | NEWELL BRANDS INC | Decreased | 5,309,046 | $32.4B |
| OPTU | ALTICE USA INC | Exited | 4,869,860 | — |
| MU | MICRON TECHNOLOGY INC | Decreased | 4,860,499 | $7076.7B |
| CHV | CHEVRON CORP NEW | Decreased | 4,037,474 | $354.4B |
| NFLX | NETFLIX INC | Increased | +3,826,870 | $377.2B |
| ELAN | ELANCO ANIMAL HEALTH INC | Decreased | 3,744,068 | $1045.8B |
| INTC | INTEL CORP | Decreased | 3,273,242 | $2809.3B |
| AZN | ASTRAZENECA PLC | Decreased | 2,942,710 | $3393.6B |
Other Whales Moving BAH This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Increased | +1,528,739 |
| Balyasny | New | +625,948 |
| Orbis | Increased | +361,011 |
| Two Sigma | Decreased | 235,008 |
| Arrowstreet | Exited | 232,103 |
| American Century | Decreased | 217,834 |
| WorldQuant | Exited | 216,437 |
| Geode Capital | Increased | +129,176 |
| Millennium | Increased | +120,364 |
| Acadian | Decreased | 120,207 |
View all sentiment, news, and whale activity for BAH (BOOZ ALLEN HAMILTON HLDG COR).
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: April 20, 2026 at 06:01 UTC