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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
DLA
1001
Douglas Lane & Associates
New York
$245K +$11.1K +50 +5%
HTC
1002
Haverford Trust Company
Pennsylvania
$245K +$42K +189 +21%
LOAMS
1003
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K
VCM
1004
Violich Capital Management
California
$241K -$8.67K -39 -3%
MMG
1005
Monetary Management Group
Missouri
$241K
NFA
1006
Nuveen Fund Advisors
Illinois
$239K -$23.8K -107 -9%
GP
1007
Girard Partners
Pennsylvania
$239K +$33.6K +151 +16%
NERM
1008
New England Research & Management
Illinois
$233K +$233K +1,050 New
ANB
1009
Amarillo National Bank
Texas
$230K
TCOV
1010
Trust Company of Vermont
Vermont
$230K +$44.4K +200 +24%
SIM
1011
Sonora Investment Management
Arizona
$230K
BWP
1012
Baldwin Wealth Partners
Massachusetts
$227K
CWM
1013
Connecticut Wealth Management
Connecticut
$227K
WA
1014
WP Advisors
California
$227K +$222 +1 +0.1%
PHS
1015
Pekin Hardy Strauss
Illinois
$227K +$7.33K +33 +3%
BSW
1016
Buckingham Strategic Wealth
Missouri
$227K +$228K +1,024 New
FFW
1017
Fusion Family Wealth
New York
$224K
DRZID
1018
DePrince Race & Zollo Inc (DRZ)
Florida
$222K -$378K -1,700 -63%
CA
1019
Cornerstone Advisory
Maryland
$222K +$222K +1,000 New
KF
1020
Krilogy Financial
Missouri
$220K +$19.8K +89 +10%
ACP
1021
Ashfield Capital Partners
California
$219K -$5.55K -25 -2%
BDF
1022
Balasa Dinverno & Foltz
$219K +$14K +63 +7%
IUHSA
1023
Itau Unibanco Holding S.A.
Brazil
$219K +$210K +946 +2,365%
DAM
1024
Doheny Asset Management
California
$218K -$113K -510 -34%
MAA
1025
Matrix Asset Advisors
New York
$217K