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Goldman Sachs
GS

Overview Fund Activity

1,800 hedge funds and large institutions have $76B invested in Goldman Sachs in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 670 increasing their positions, 706 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,800
Holders Change
-73
Holders Change %
-3.9%
% of All Funds
28.81%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.78%
New
134
Increased
670
Reduced
706
Closed
166
Calls
$4.31B
Puts
$5.26B
Net Calls
-$954M
Net Calls Change
+$251M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.34B
2
Bank of America
Bank of America
North Carolina
+$310M
3
Franklin Resources
Franklin Resources
California
+$265M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$160M
5
Lazard Asset Management
Lazard Asset Management
New York
+$140M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.76B
2
Jennison Associates
Jennison Associates
New York
-$430M
3
State Street
State Street
Massachusetts
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$292M
5
Barclays
Barclays
United Kingdom
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
1101
Insigneo Advisory Services
Florida
$647K +$256K +790 +66%
LIM
1102
Leavell Investment Management
Alabama
$646K -$32.7K -100 -5%
VNA
1103
Valley National Advisers
Pennsylvania
$646K +$7.22K +21 +1%
FFN
1104
Focus Financial Network
Minnesota
$644K -$10.1K -31 -2%
VIM
1105
VELA Investment Management
Ohio
$644K +$81.1K +248 +14%
RWA
1106
Ropes Wealth Advisors
Massachusetts
$641K -$42.8K -131 -6%
SC
1107
Sepio Capital
Utah
$639K -$18.7K -57 -3%
CA
1108
Calton & Associates
Florida
$635K +$108K +330 +20%
Fayez Sarofim & Co
1109
Fayez Sarofim & Co
Texas
$632K -$173K -528 -21%
TIM
1110
Tortoise Investment Management
New York
$630K +$205K +626 +48%
HWAM
1111
Hennion & Walsh Asset Management
New Jersey
$630K +$327K +1,001 +108%
UCFA
1112
United Capital Financial Advisors
Texas
$629K +$149K +455 +31%
CIP
1113
Cornerstone Investment Partners
Georgia
$627K -$40.6K -124 -6%
BBNA
1114
Bremer Bank National Association
Minnesota
$624K -$6.22K -19 -1%
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$622K -$98.1K -300 -14%
BHA
1116
Beech Hill Advisors
New York
$622K +$49.1K +150 +9%
HA
1117
Herold Advisors
New York
$619K -$217K -664 -26%
LG
1118
Leuthold Group
Minnesota
$618K -$34.7K -106 -5%
AC
1119
Abbrea Capital
California
$616K -$28.8K -88 -4%
EC
1120
EdgeRock Capital
Colorado
$614K +$57.6K +176 +10%
TCM
1121
Telos Capital Management
California
$611K -$1.31K -4 -0.2%
WAM
1122
WNY Asset Management
New York
$608K -$13.4K -41 -2%
TCOT
1123
Trust Company of Toledo
Ohio
$607K – – –
CIM
1124
CIM Investment Management
Pennsylvania
$604K +$30.4K +93 +5%
PWMG
1125
Prestige Wealth Management Group
New Jersey
$603K +$42.2K +129 +8%
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