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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 %
JIC
576
Joel Isaacson & Co
New York
$3.27M -$48.7K -149 -1%
KCPG
577
Kavar Capital Partners Group
Kansas
$3.27M +$164K +500 +5%
ORAM
578
One River Asset Management
Connecticut
$3.26M +$2.54M +7,912 +351%
AAS
579
Avantax Advisory Services
Texas
$3.25M +$369K +1,128 +13%
MIFH
580
Migdal Insurance & Financial Holdings
Israel
$3.22M -$55.3M -172,057 -94%
SW
581
SVB Wealth
Massachusetts
$3.2M -$135K -414 -4%
BC
582
Burney Company
Virginia
$3.19M -$4.98M -15,216 -61%
VFA
583
Valeo Financial Advisors
Indiana
$3.16M +$159K +1,432 +5%
AAM
584
Advisors Asset Management
Colorado
$3.15M -$680K -2,079 -18%
CT
585
Colonial Trust
South Carolina
$3.14M +$108K +330 +4%
DT
586
Diversified Trust
Tennessee
$3.14M -$369K -1,127 -11%
BWL
587
Bogart Wealth LLC
Virginia
$3.13M +$121K +371 +4%
DBT
588
Dubuque Bank & Trust
Iowa
$3.12M -$80.8K -247 -3%
WPW
589
Warther Private Wealth
Ohio
$3.11M -$2.62M -8,014 -46%
CNBT
590
Canandaigua National Bank & Trust
New York
$3.1M +$3.1M +9,477 New
LHC
591
Little House Capital
Massachusetts
$3.1M +$938K +2,867 +43%
EF
592
Empirical Finance
Pennsylvania
$3.09M +$137K +418 +5%
NIG
593
NFJ Investment Group
Texas
$3.08M -$4.91K -15 -0.2%
FFP
594
FourThought Financial Partners
Florida
$3.08M -$117K -358 -4%
MCC
595
Money Concepts Capital
Florida
$3.05M -$308K -918 -9%
PCI
596
Pacifica Capital Investments
Texas
$3.05M – – –
CA
597
Continental Advisors
Utah
$3.04M – – –
Impax Asset Management Group
598
Impax Asset Management Group
United Kingdom
$3.04M +$19K +58 +0.6%
WJWM
599
Williams Jones Wealth Management
New York
$3.04M -$66.4K -203 -2%
BP
600
Ballentine Partners
Massachusetts
$3.03M +$2.32M +7,083 +323%
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