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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 %
CFS
1476
CRA Financial Services
New Jersey
$251K -$323 -1 -0.1%
HFW
1477
Horizon Family Wealth
Illinois
$251K +$17.1K +53 +7%
CH
1478
Canton Hathaway
Rhode Island
$250K – – –
CCM
1479
Canal Capital Management
Virginia
$250K -$5.8K -18 -2%
AP
1480
Arlington Partners
Alabama
$250K -$396K -1,227 -61%
MSA
1481
Marino Stram & Associates
Massachusetts
$248K +$323 +1 +0.1%
NC
1482
NBW Capital
Massachusetts
$248K +$248K +770 New
CCG
1483
Coastwise Capital Group
California
$248K +$35.2K +109 +17%
DLA
1484
Douglas Lane & Associates
New York
$248K -$16.1K -50 -6%
RFA
1485
Resurgent Financial Advisors
Georgia
$247K -$323 -1 -0.1%
CC
1486
Callan Capital
California
$245K +$245K +759 New
AWA
1487
Aaron Wealth Advisors
Illinois
$244K -$3.23K -10 -1%
IAM
1488
Innovis Asset Management
Illinois
$244K -$1.29K -4 -0.5%
PI
1489
PFS Investments
Georgia
$244K -$13.5K -42 -5%
PFWA
1490
Paces Ferry Wealth Advisors
Georgia
$244K – – –
WMA
1491
West Michigan Advisors
Michigan
$243K +$14.8K +46 +6%
SBIA
1492
Sheaff Brock Investment Advisors
Indiana
$243K -$968 -3 -0.4%
MTIC
1493
Missouri Trust & Investment Company
Missouri
$242K -$4.19K -13 -2%
PS
1494
Planned Solutions
California
$242K – – –
MA
1495
MONECO Advisors
Connecticut
$242K +$4.51K +14 +2%
WCFA
1496
Walkner Condon Financial Advisors
Wisconsin
$241K -$18.1K -56 -7%
APW
1497
Aurora Private Wealth
New Jersey
$241K -$16.5K -51 -6%
HCP
1498
Hexagon Capital Partners
Arkansas
$241K +$9.03K +28 +4%
AWM
1499
AllSquare Wealth Management
New York
$241K – – –
CAC
1500
Certified Advisory Corp
Florida
$239K +$1.94K +6 +0.8%
58 59
60
61 62