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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 %
FFA
1151
First Foundation Advisors
California
$571K +$88.7K +275 +18%
VIM
1152
Vista Investment Management
Pennsylvania
$571K -$6.45K -20 -1%
WCM
1153
Windsor Capital Management
Arizona
$569K +$20.3K +63 +4%
GIA
1154
Gladstone Institutional Advisory
Florida
$569K +$44.2K +137 +8%
CB
1155
Cadence Bank
Mississippi
$567K -$20.7K -64 -4%
WAP
1156
Wealthcare Advisory Partners
Pennsylvania
$567K -$5.16K -16 -0.9%
SCP
1157
Sender Company & Partners
New York
$565K +$159K +492 +39%
BMC
1158
Beaton Management Company
Massachusetts
$564K – – –
BTWM
1159
Baker Tilly Wealth Management
Wisconsin
$564K +$307K +951 +119%
CWP
1160
CFM Wealth Partners
Texas
$563K -$10K -31 -2%
VIA
1161
Vident Investment Advisory
Georgia
$563K -$379K -1,175 -40%
CBFP
1162
Cedar Brook Financial Partners
Ohio
$561K +$1.94K +6 +0.3%
PWMG
1163
Prestige Wealth Management Group
New Jersey
$559K -$34.8K -108 -6%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$556K -$2.9K -9 -0.5%
JWA
1165
JFS Wealth Advisors
Pennsylvania
$556K – – –
RPC
1166
Rossmore Private Capital
Connecticut
$554K +$21K +65 +4%
TIA
1167
Tiemann Investment Advisors
California
$554K +$33.9K +105 +7%
CBT
1168
Central Bank & Trust
Kentucky
$553K +$40K +124 +8%
VNA
1169
Valley National Advisers
Pennsylvania
$553K -$55K -170 -9%
WPC
1170
Waters Parkerson & Co
Louisiana
$553K -$9.67K -30 -2%
WC
1171
Westhampton Capital
North Carolina
$552K -$11.3K -35 -2%
DJSG
1172
D.J. St. Germain
Massachusetts
$551K +$551K +1,708 New
TA
1173
TKG Advisors
Indiana
$550K -$205K -636 -27%
FAIM
1174
Financial Advocates Investment Management
Washington
$550K -$31.3K -97 -5%
IFU
1175
iSAM Funds (UK)
United Kingdom
$545K +$545K +1,689 New
45 46
47
48 49