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Goldman Sachs
GS

Overview Fund Activity

1,813 hedge funds and large institutions have $74.4B invested in Goldman Sachs in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 649 increasing their positions, 726 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+13
Holders Change %
+0.72%
% of All Funds
28.59%
Holding in Top 10
40
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.37%
% of All Funds
0.63%
New
140
Increased
649
Reduced
726
Closed
112
Calls
$4.44B
Puts
$5.12B
Net Calls
-$683M
Net Calls Change
+$271M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$532M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$518M
3
Jennison Associates
Jennison Associates
New York
+$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$207M
5
Barclays
Barclays
United Kingdom
+$188M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.19B
2
Bank of America
Bank of America
North Carolina
-$915M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
4
Capital World Investors
Capital World Investors
California
-$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
851
CreativeOne Wealth
Kansas
$1.26M -$165K -513 -12%
RPCONE
852
Retirement Planning Company of New England
Rhode Island
$1.26M +$47.7K +148 +4%
SWM
853
Sendero Wealth Management
Texas
$1.24M +$113K +351 +10%
4WM
854
44 Wealth Management
Oregon
$1.24M +$645 +2 +0.1%
SC
855
SouthState Corp
Florida
$1.23M -$184K -570 -13%
DI
856
Diligent Investors
California
$1.23M -$645 -2 -0.1%
SWM
857
SeaCrest Wealth Management
New York
$1.23M +$16.1K +50 +1%
AIA
858
Affinity Investment Advisors
California
$1.23M +$1.61K +5 +0.1%
DM
859
Delphi Management
Massachusetts
$1.23M +$1.23M +3,814 New
TH
860
TCTC Holdings
Texas
$1.23M +$48.4K +150 +4%
MYLI
861
Meiji Yasuda Life Insurance
Japan
$1.23M +$16.1K +50 +1%
GC
862
Grimes & Company
Massachusetts
$1.22M +$7.74K +24 +0.6%
NF
863
Nikulski Financial
Iowa
$1.22M – – –
DPIM
864
Duff & Phelps Investment Management
Illinois
$1.21M – – –
NW
865
Naviter Wealth
Arkansas
$1.21M +$152K +472 +14%
NAM
866
NTV Asset Management
West Virginia
$1.21M +$16.1K +50 +1%
SYBT
867
Stock Yards Bank & Trust
Kentucky
$1.2M -$241K -747 -17%
MPPW
868
Mitchell & Pahl Private Wealth
Oklahoma
$1.2M +$75.2K +233 +7%
PP
869
Patten & Patten
Tennessee
$1.19M -$645 -2 -0.1%
RWA
870
River Wealth Advisors
Pennsylvania
$1.19M +$157K +486 +15%
VWM
871
Venturi Wealth Management
Texas
$1.18M -$11.3K -35 -0.9%
QI
872
Qtron Investments
Massachusetts
$1.18M – – –
III
873
Independent Investors Inc
New York
$1.17M – – –
SP
874
Symmetry Partners
Connecticut
$1.17M – – –
BC
875
Bridgefront Capital
Texas
$1.16M +$1.16M +3,609 New
33 34
35
36 37