Goosehead Insurance
GSHD
233 hedge funds and large institutions have $1.94B invested in Goosehead Insurance in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 19 closing their positions.
263% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 19
57% more call options, than puts
Call options by funds: $6.88M | Put options by funds: $4.37M
29% more capital invested
Capital invested by funds: $1.5B → $1.94B (+$439M)
27% more funds holding
Funds holding: 183 → 233 (+50)
7.39% more ownership
Funds ownership: 101.38% → 108.77% (+7.4%)
3% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 64
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
BlackRock
New York
|
+$127M |
| 2 |
State Street
Boston,
Massachusetts
|
+$23.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.6M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$21.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$12.1M |
Top Sellers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$25.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$24.2M |
| 3 |
Goldman Sachs
New York
|
-$17M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$16.4M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$12.6M |
GSHD Hedge Fund Activity: Q3 2023 in Review
233 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2023, worth a combined $1.94B — up 29% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new GSHD positions and 19 closed out — a net gain of 50 holders — while 66 added to existing stakes and 64 trimmed.
The largest buyer was BlackRock, adding an estimated $127M. The largest seller was William Blair Investment Management, cutting an estimated $25.8M.
- 233 institutional investors held Goosehead Insurance (GSHD) as of Q3 2023, up from 183 in Q2 2023.
- Funds reported $1.94B of Goosehead Insurance stock for Q3 2023, up 29% quarter-over-quarter.
- 69 funds opened new Goosehead Insurance positions in Q3 2023 and 19 closed out, a net change of +50 holders.
- The largest Goosehead Insurance buyer in Q3 2023 was BlackRock, an estimated $127M added.
- The largest Goosehead Insurance seller in Q3 2023 was William Blair Investment Management, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2023.