GS icon

Goldman Sachs
GS

Overview Fund Activity

1,191 hedge funds and large institutions have $63.8B invested in Goldman Sachs in 2017 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 494 increasing their positions, 399 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
-18
Holders Change %
-1.49%
% 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
103
Increased
494
Reduced
399
Closed
109
Calls
$1.65B
Puts
$2.95B
Net Calls
-$1.29B
Net Calls Change
+$4.38M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$536M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$256M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$217M
4
Capital World Investors
Capital World Investors
California
+$161M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$147M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$291M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$273M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$264M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHJWM
876
Carlton Hofferkamp & Jenks Wealth Management
Texas
$433K +$433K +1,955 New
GD
877
Grandfield & Dodd
New York
$428K +$134K +606 +46%
FMBTD
878
First Midwest Bank Trust Division
Illinois
$427K -$175K -789 -29%
CCM
879
CrestPoint Capital Management
Missouri
$422K – – –
EWA
880
Exencial Wealth Advisors
Oklahoma
$422K +$4.89K +22 +1%
CL
881
CPWM LLC
Washington
$421K +$8.89K +40 +2%
MBTD
882
Mechanics Bank - Trust Department
California
$416K +$127K +572 +44%
BHBT
883
Burke & Herbert Bank & Trust
Virginia
$409K – – –
FNBT
884
FineMark National Bank & Trust
Florida
$408K +$2.22K +10 +0.5%
PA
885
Perennial Advisors
New York
$407K +$22.2K +100 +6%
NQWM
886
Northwest Quadrant Wealth Management
Oregon
$407K +$407K +431 New
PFS
887
Prospera Financial Services
Texas
$407K +$407K +1,801 New
SAM
888
Silvercrest Asset Management
New York
$406K – – –
AZA
889
Arthur Zaske & Associates
Michigan
$406K +$50.4K +227 +14%
IB
890
Intrust Bank
Kansas
$405K +$45K +203 +13%
JIC
891
Johnson Investment Counsel
Ohio
$405K +$185K +834 +84%
TCOT
892
Trust Company of Toledo
Ohio
$403K – – –
BFM
893
Boothbay Fund Management
New York
$403K +$178K +800 +79%
MLIC
894
Mandatum Life Insurance Company
Finland
$399K -$543K -2,448 -58%
BJL
895
Brighton Jones LLC
Washington
$398K +$398K +1,794 New
FIM
896
Freedom Investment Management
Connecticut
$397K +$397K +1,790 New
Fiera Capital (Canada)
897
Fiera Capital (Canada)
Quebec, Canada
$392K +$65.5K +295 +20%
VIA
898
Vident Investment Advisory
Georgia
$391K +$12K +26 +3%
KFA
899
Kelleher Financial Advisors
New York
$390K -$199K -895 -34%
CAMG
900
CWA Asset Management Group
Florida
$389K +$52.5K +237 +16%
34 35
36
37 38