GS icon

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 %
LSPW
601
Lake Street Private Wealth
Illinois
$3.03M -$223K -681 -7%
SCM
602
Saber Capital Management
North Carolina
$3.03M -$3.05M -9,334 -50%
IP
603
Intellectus Partners
California
$3.02M -$34K -104 -1%
NRS
604
Neville Rodie & Shaw
New York
$3.02M +$4.91K +15 +0.2%
HI
605
Horizon Investments
North Carolina
$3M +$92.6K +283 +3%
EWA
606
EverSource Wealth Advisors
Alabama
$2.99M +$115K +351 +4%
MYIA
607
Mount Yale Investment Advisors
Colorado
$2.98M -$57.2K -175 -2%
LCM
608
Legato Capital Management
California
$2.94M – – –
DI
609
DFPG Investments
Utah
$2.92M +$773K +2,363 +36%
HNB
610
Huntington National Bank
Ohio
$2.9M +$514K +1,572 +22%
BIM
611
Baldwin Investment Management
Pennsylvania
$2.87M -$49.1K -150 -2%
G
612
GenTrust
Florida
$2.86M +$1.36M +4,164 +91%
SWIG
613
Strategic Wealth Investment Group
Kentucky
$2.86M +$468K +1,431 +20%
OCM
614
Orleans Capital Management
Louisiana
$2.84M -$13.1K -40 -0.5%
API
615
Advisor Partners II
California
$2.84M +$78.2K +239 +3%
JWCA
616
J.W. Cole Advisors
Florida
$2.84M +$376K +1,148 +15%
AIM
617
Aigen Investment Management
New York
$2.83M +$2.83M +8,643 New
ACM
618
Alpha Capital Management
Texas
$2.82M – – –
VIM
619
Vinva Investment Management
Australia
$2.8M +$2.8M +8,715 New
Luther King Capital Management (LKCM)
620
Luther King Capital Management (LKCM)
Texas
$2.8M -$74.6K -228 -3%
MTIM
621
Marathon Trading Investment Management
Pennsylvania
$2.8M +$2.8M +8,550 New
BFS
622
Bradley Foster & Sargent
Connecticut
$2.77M +$9.81K +30 +0.4%
WSFS
623
Wilmington Savings Fund Society
Delaware
$2.77M -$2.29K -7 -0.1%
AWMT
624
AAFMAA Wealth Management & Trust
North Carolina
$2.76M -$84.7K -259 -3%
TC
625
TownSquare Capital
Utah
$2.76M +$218K +666 +9%
23 24
25
26 27