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Goldman Sachs
GS

Overview Fund Activity

1,800 hedge funds and large institutions have $76B invested in Goldman Sachs in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 670 increasing their positions, 706 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,800
Holders Change
-73
Holders Change %
-3.9%
% of All Funds
28.81%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.78%
New
134
Increased
670
Reduced
706
Closed
166
Calls
$4.31B
Puts
$5.26B
Net Calls
-$954M
Net Calls Change
+$251M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.34B
2
Bank of America
Bank of America
North Carolina
+$310M
3
Franklin Resources
Franklin Resources
California
+$265M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$160M
5
Lazard Asset Management
Lazard Asset Management
New York
+$140M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.76B
2
Jennison Associates
Jennison Associates
New York
-$430M
3
State Street
State Street
Massachusetts
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$292M
5
Barclays
Barclays
United Kingdom
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
551
Greenleaf Trust
Michigan
$3.52M -$52.7K -161 -1%
VF
552
Virtu Financial
New York
$3.51M +$465K +1,422 +15%
NMIMC
553
Northwestern Mutual Investment Management Company
Wisconsin
$3.48M +$9.81K +30 +0.3%
MP
554
MSD Partners
New York
$3.47M – – –
CIG
555
Cairn Investment Group
Washington
$3.47M +$94.9K +290 +3%
IFWM
556
Institute for Wealth Management
Colorado
$3.47M -$48.4K -148 -1%
SIMM
557
Stillwater Investment Management (Minnesota)
Minnesota
$3.46M +$20.9K +64 +0.6%
EWM
558
Endurance Wealth Management
Rhode Island
$3.46M +$7.52K +23 +0.2%
FP
559
Factorial Partners
New York
$3.44M +$402K +1,230 +13%
TPWA
560
TRUE Private Wealth Advisors
Oregon
$3.41M +$1.64K +5 +0%
MWM
561
Meridian Wealth Management
Kentucky
$3.41M +$159K +487 +5%
RC
562
Roundview Capital
New Jersey
$3.41M +$1.96K +6 +0.1%
ADL
563
Asset Dedication LLC
California
$3.41M +$11.3K +34 +0.3%
BP
564
BBR Partners
New York
$3.4M +$1.01M +3,086 +42%
MPIM
565
McGinn Penninger Investment Management
Virginia
$3.39M -$627K -1,917 -16%
AWM
566
Avior Wealth Management
Nebraska
$3.38M +$146K +447 +5%
OAM
567
Oppenheimer Asset Management
New York
$3.37M +$1.15M +3,506 +52%
ECG
568
Edge Capital Group
Georgia
$3.36M +$1.35M +4,129 +67%
PCP
569
Proficio Capital Partners
Massachusetts
$3.36M +$1.64K +5 +0%
GLLW
570
Graves Light Lenhart Wealth
Virginia
$3.32M +$16K +49 +0.5%
STAS
571
Strong Tower Advisory Services
Minnesota
$3.31M +$49.7K +152 +2%
HCM
572
Hodges Capital Management
Texas
$3.29M +$2.03M +6,335 +161%
NIP
573
Nicholas Investment Partners
California
$3.27M -$6.18M -18,894 -65%
CCP
574
Clarkston Capital Partners
Michigan
$3.27M – – –
PC
575
PhiloSmith Capital
Connecticut
$3.27M – – –
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