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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
RPG
851
Risk Paradigm Group
Texas
$492K +$124K +559 +34%
HCM
852
Hollencrest Capital Management
California
$491K +$222 +1 +0%
BA
853
Bridgewater Associates
Connecticut
$480K -$1.63M -7,355 -77%
BP
854
Ballentine Partners
Massachusetts
$480K +$122K +549 +34%
GW
855
GW & Wade
Massachusetts
$479K +$2.22K +10 +0.5%
NVIM
856
New Vernon Investment Management
Illinois
$476K
FIB
857
First Interstate Bank
Montana
$476K +$58K +261 +14%
OA
858
Outfitter Advisors
Virginia
$473K
EWM
859
Evercore Wealth Management
New York
$472K +$8.44K +38 +2%
CG
860
Caprock Group
Idaho
$466K -$45.5K -205 -9%
PL
861
Perpetual Ltd
Australia
$466K +$467K +2,100 New
BI
862
Bramshill Investments
Florida
$465K +$465K +2,095 New
ECM
863
ETrade Capital Management
Virginia
$464K -$12.2K -55 -3%
WIS
864
Wright Investors Service
Connecticut
$460K +$52.2K +235 +13%
UR
865
USCA RIA
Texas
$459K -$72K -324 -14%
TIA
866
Tiemann Investment Advisors
California
$458K
WG
867
Welch Group
Alabama
$457K +$61.1K +275 +15%
WA
868
Waverly Advisors
Alabama
$454K +$454K +2,045 New
HIM
869
Hermes Investment Management
United Kingdom
$454K +$455K +2,046 New
CS
870
Cannell & Spears
New York
$453K
ADL
871
Asset Dedication LLC
California
$452K +$21.1K +95 +5%
BRC
872
Bell Rock Capital
Delaware
$446K +$45.5K +205 +11%
CANY
873
Caxton Associates (New York)
New York
$444K -$8.82M -39,700 -95%
EB
874
Eastern Bank
Massachusetts
$444K
VFA
875
Voya Financial Advisors
Connecticut
$440K +$11.6K +52 +3%