Goosehead Insurance
GSHD
67 hedge funds and large institutions have $287M invested in Goosehead Insurance in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 20 closing their positions.
84% more call options, than puts
Call options by funds: $531K | Put options by funds: $288K
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
8.24% more ownership
Funds ownership: 72.35% → 80.59% (+8.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 76 → 67 (-9)
14% less capital invested
Capital invested by funds: $332M → $287M (-$44.9M)
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$32M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$17.5M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$7.28M |
| 4 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$6.45M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$11.8M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$7.85M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$7.19M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$5.59M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.18M |
GSHD Hedge Fund Activity: Q4 2018 in Review
67 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2018, worth a combined $287M — down 14% from $332M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of GSHD and 12 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 26 added.
The largest buyer was Wasatch Advisors, adding an estimated $32M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.8M.
- 67 institutional investors held Goosehead Insurance (GSHD) as of Q4 2018, down from 76 in Q3 2018.
- Funds reported $287M of Goosehead Insurance stock for Q4 2018, down 14% quarter-over-quarter.
- 12 funds opened new Goosehead Insurance positions in Q4 2018 and 20 closed out, a net change of -8 holders.
- The largest Goosehead Insurance buyer in Q4 2018 was Wasatch Advisors, an estimated $32M added.
- The largest Goosehead Insurance seller in Q4 2018 was T. Rowe Price Associates, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2018.