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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 %
BWP
1751
Baldwin Wealth Partners
Massachusetts
$12.9K -$137K -425 -91%
BCM
1752
Bourgeon Capital Management
Connecticut
$12.9K – – –
WOC
1753
West Oak Capital
California
$12.9K – – –
WBC
1754
West Branch Capital
Massachusetts
$12.4K – – –
WAS
1755
Winch Advisory Services
Wisconsin
$12K – – –
RG
1756
Retirement Group
California
$11.6K – – –
LFA
1757
Legend Financial Advisors
Pennsylvania
$11.6K +$3.87K +12 +50%
WAM
1758
Wolverine Asset Management
Illinois
$11.6K +$11.6K +36 New
BCPWM
1759
Bradley & Co Private Wealth Management
Florida
$11.3K – – –
FMTCOCP
1760
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$11K +35 New
SF
1761
Safeguard Financial
Wisconsin
$11K +$11K +35 New
EWP
1762
Elevation Wealth Partners
California
$11K – – –
FCT
1763
First Community Trust
Iowa
$11K – – –
SV
1764
Sturgeon Ventures
United Kingdom
$10.4K – – –
AWM
1765
Activest Wealth Management
Florida
$10.3K -$12.2K -32 -54%
FDCC
1766
Foster Dykema Cabot & Co
Massachusetts
$10K +$10K +32 New
MS
1767
Mizuho Securities
Japan
$9.68K -$58.1K -180 -86%
Kayne Anderson Rudnick Investment Management
1768
Kayne Anderson Rudnick Investment Management
California
$9.35K +$3.23K +10 +53%
BHWM
1769
Bay Harbor Wealth Management
Maryland
$8.88K +$317 +1 +4%
TAM
1770
Tucker Asset Management
Colorado
$8.71K – – –
FFA
1771
Fairfield Financial Advisors
Massachusetts
$8.54K – – –
BSB
1772
Bangor Savings Bank
Maine
$8.06K – – –
CTWM
1773
Cherry Tree Wealth Management
Minnesota
$8.06K +$8.06K +25 New
CAM
1774
ClariVest Asset Management
California
$8K – – –
AW
1775
Avion Wealth
Texas
$8K +$889 +3 +13%
69 70
71
72 73