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Goldman Sachs

1,193 hedge funds and large institutions have $63.8B invested in Goldman Sachs in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 399 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 399

5% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 109

1.2% less ownership

Funds ownership: 74.31%73.11% (-1.2%)

1% less funds holding

Funds holding: 1,2101,193 (-17)

6% less capital invested

Capital invested by funds: $67.9B → $63.8B (-$4.06B)

20% less funds holding in top 10

Funds holding in top 10: 6451 (-13)

44% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $2.95B

Holders
1,193
Holders Change
-17
Holders Change %
-1.4%
% of All Funds
29.74%
Holding in Top 10
51
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.31%
% of All Funds
1.27%
New
104
Increased
495
Reduced
399
Closed
109
Calls
$1.65B
Puts
$2.95B
Net Calls
-$1.29B
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
776
Edge Advisors
Georgia
$769K
RA
777
Rational Advisors
New York
$765K +$512K +2,306 +202%
SFM
778
Signature Financial Management
Virginia
$759K +$85.1K +383 +13%
PNAA
779
Pictet North America Advisors
Switzerland
$754K +$200K +900 +36%
LCM
780
Leisure Capital Management
California
$741K -$22.2K -100 -3%
AssetMark Inc
781
AssetMark Inc
California
$740K +$47.1K +212 +7%
TU
782
TDAM USA
Ontario, Canada
$739K -$87.8K -395 -11%
BIM
783
Baldwin Investment Management
Pennsylvania
$738K +$23.3K +105 +3%
PCMM
784
Private Capital Management (Minnesota)
Minnesota
$738K +$294K +1,325 +66%
WIP
785
Wellesley Investment Partners
Massachusetts
$737K +$69.5K +313 +10%
Truist Financial
786
Truist Financial
North Carolina
$736K -$75.8K -341 -9%
CIP
787
Convergence Investment Partners
Florida
$730K -$1.01M -4,566 -58%
SOAMC
788
Spirit of America Management Corp
New York
$725K
GJIC
789
Gamble Jones Investment Counsel
California
$720K -$44.4K -200 -6%
OAM
790
Oppenheimer Asset Management
New York
$720K +$2K +9 +0.3%
PCM
791
Pointe Capital Management
Michigan
$710K +$481K +2,166 +209%
HT
792
Heritage Trust
Oklahoma
$708K +$143K +645 +25%
WAM
793
Wealthspire Advisors (Maryland)
Maryland
$707K +$34.2K +154 +5%
BAM
794
Brave Asset Management
New Jersey
$702K -$11.1K -50 -2%
PCM
795
Palisade Capital Management
New Jersey
$697K +$64.7K +291 +10%
PVWM
796
Point View Wealth Management
New Jersey
$696K +$66K +297 +10%
SFG
797
SevenBridge Financial Group
Pennsylvania
$696K +$162K +728 +30%
CNAM
798
Campbell Newman Asset Management
Wisconsin
$694K
Capstone Investment Advisors
799
Capstone Investment Advisors
New York
$692K -$2.18M -9,804 -76%
CAN
800
Cetera Advisor Networks
California
$690K +$35.8K +161 +5%