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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 %
KFI
1701
Key Financial Inc
Pennsylvania
$44.5K – – –
TC
1702
Tacita Capital
Ontario, Canada
$40K – – –
LFG
1703
Larson Financial Group
Missouri
$39.7K -$21.3K -66 -35%
BSWA
1704
Bromfield Sneider Wealth Advisors
Massachusetts
$38.7K – – –
BBPWM
1705
Blue Bell Private Wealth Management
Pennsylvania
$38.7K +$22.6K +70 +140%
CCC
1706
Chelsea Counsel Company
California
$37.7K -$91.3K -283 -71%
WWP
1707
WR Wealth Planners
Missouri
$36.4K +$16.1K +50 +79%
PB
1708
Pinnacle Bancorp
Nebraska
$35.8K – – –
SIC
1709
SJS Investment Consulting
Ohio
$35.6K -$646 -2 -2%
GG
1710
Gleason Group
Kentucky
$35.1K +$322 +1 +0.9%
NC
1711
NewSquare Capital
Pennsylvania
$34.8K +$645 +2 +2%
PIAS
1712
PCA Investment Advisory Services
Ohio
$34.3K +$34.3K +106 New
BFPW
1713
BOK Financial Private Wealth
Colorado
$34.2K +$5.48K +17 +19%
CB
1714
CNB Bank
Pennsylvania
$34.2K – – –
GKIM
1715
GW&K Investment Management
Massachusetts
$34K +$34K +105 New
FCAG
1716
First Capital Advisors Group
New Jersey
$33.9K +$33.9K +105 New
KI
1717
Kapitalo Investimentos
Brazil
$33.5K +$33.5K +104 New
OLVIG
1718
Oliver Lagore Vanvalin Investment Group
Michigan
$33.4K – – –
PCFFS
1719
Pacific Center for Financial Services
California
$32.7K – – –
GWMIA
1720
Global Wealth Management Investment Advisory
Florida
$32.6K +$32.6K +101 New
KFS
1721
Kelly Financial Services
Massachusetts
$32.2K -$1.29K -4 -4%
PP
1722
PFS Partners
New Jersey
$31.2K – – –
WPA
1723
West Paces Advisors
Georgia
$30.3K – – –
CA
1724
Centerpoint Advisors
Massachusetts
$29K – – –
CWM
1725
Compass Wealth Management
Connecticut
$27.4K -$14.5K -45 -35%
67 68
69
70 71