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Goosehead Insurance

180 hedge funds and large institutions have $1.58B invested in Goosehead Insurance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

927% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $211K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

3.43% less ownership

Funds ownership: 103.16%99.74% (-3.4%)

5% less funds holding

Funds holding: 189180 (-9)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

40% less capital invested

Capital invested by funds: $2.66B → $1.58B (-$1.07B)

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
63
Reduced
66
Closed
31
Calls
$2.17M
Puts
$211K
Net Calls
+$1.96M
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$15.9M -$2.95M -33,182 -14%
ACM
27
Ashford Capital Management
Delaware
$15M -$162K -1,825 -0.9%
PCM
28
Peregrine Capital Management
Minnesota
$13.9M +$576K +6,493 +4%
FAM
29
Fred Alger Management
New York
$13.7M -$12.1M -135,767 -44%
NCGI
30
Next Century Growth Investors
Minnesota
$13.6M +$10.9M +123,138 +246%
Jennison Associates
31
Jennison Associates
New York
$12.5M +$397K +4,476 +3%
Charles Schwab
32
Charles Schwab
California
$11M +$296K +3,339 +2%
GPGA
33
Grandeur Peak Global Advisors
Utah
$10.3M +$5.87M +66,113 +102%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$9.77M +$11M +124,300 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$8.11M -$76.7K -864 -0.8%
2
36
2Xideas
Switzerland
$7.97M +$1.91M +21,465 +27%
GKIM
37
GW&K Investment Management
Massachusetts
$7.25M -$4.09M -46,104 -33%
CS
38
Credit Suisse
Switzerland
$7.03M -$1.13M -12,739 -12%
SBH
39
Segall Bryant & Hamill
Illinois
$6.94M +$1.27M +14,275 +19%
JSA
40
Jacobson & Schmitt Advisors
Wisconsin
$6.37M +$833K +9,389 +13%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$6.23M -$16.7M -188,024 -70%
Bank of America
42
Bank of America
North Carolina
$6.17M -$1.94M -21,834 -22%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$5.76M +$754K +8,500 +13%
HGM
44
Highside Global Management
Texas
$5.72M
MFWM
45
Motley Fool Wealth Management
Virginia
$5.11M +$5.78M +65,071 New
Morgan Stanley
46
Morgan Stanley
New York
$4.93M -$816K -9,191 -13%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$4.9M +$646K +7,279 +13%
N
48
Nuveen
North Carolina
$4.78M -$188K -2,122 -3%
SEI Investments
49
SEI Investments
Pennsylvania
$4.63M +$567K +6,392 +12%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$4.54M -$160K -1,800 -3%