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Goldman Sachs
GS

Overview Fund Activity

1,256 hedge funds and large institutions have $36.6B invested in Goldman Sachs in 2020 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 524 increasing their positions, 462 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-113
Holders Change %
-8.25%
% of All Funds
27.74%
Holding in Top 10
42
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-26.32%
% of All Funds
0.93%
New
118
Increased
524
Reduced
462
Closed
221
Calls
$1.04B
Puts
$1.53B
Net Calls
-$493M
Net Calls Change
+$702M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$656M
2
Jennison Associates
Jennison Associates
New York
+$414M
3
Dodge & Cox
Dodge & Cox
California
+$187M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$110M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$102M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.56B
2
Capital International Investors
Capital International Investors
California
-$416M
3
Citadel Advisors
Citadel Advisors
Florida
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
951
Meeder Asset Management
Ohio
$275K +$61.2K +396 +29%
ISWM
952
Independent Solutions Wealth Management
New York
$273K -$11.6K -75 -4%
CG
953
Caprock Group
Idaho
$273K +$12.8K +83 +5%
GRP
954
Global Retirement Partners
California
$271K -$20.8K -135 -7%
VFPI
955
Vantage Financial Partners (Illinois)
Illinois
$271K – – –
BSA
956
Bull Street Advisors
Georgia
$267K +$69.7K +450 +35%
CCP
957
Cardan Capital Partners
Colorado
$266K +$81.3K +525 +44%
BMC
958
Beaton Management Company
Massachusetts
$263K – – –
PHAM
959
Palisades Hudson Asset Management
Florida
$262K – – –
AA
960
Argent Advisors
Louisiana
$262K +$120K +776 +84%
ST
961
Smithfield Trust
Pennsylvania
$261K -$23.9K -154 -8%
ONB
962
Old National Bancorp
Indiana
$261K – – –
MRCM
963
M&R Capital Management
New Jersey
$261K – – –
BRWM
964
B. Riley Wealth Management
Tennessee
$260K +$84.6K +547 +48%
I
965
INVST
Indiana
$260K +$260K +1,790 New
DWM
966
Dorchester Wealth Management
Quebec, Canada
$259K +$259K +1,675 New
FCFC
967
First Citizens Financial Corp
Iowa
$258K – – –
FNBT
968
FineMark National Bank & Trust
Florida
$257K +$51.1K +331 +25%
LB
969
Legacy Bridge
Iowa
$256K -$26.8K -173 -9%
PWAP
970
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K +$7.1K +40 +3%
MWM
971
Meridian Wealth Management
Kentucky
$256K +$59.2K +383 +30%
AIM
972
Avity Investment Management
Connecticut
$254K -$155K -1,000 -38%
LWM
973
Laidlaw Wealth Management
New York
$253K -$2.16K -14 -0.8%
IIA
974
IPG Investment Advisors
California
$252K +$58.3K +377 +30%
MMC
975
Mizuho Markets Cayman
Cayman Islands
$250K +$250K +1,619 New
37 38
39
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