Goosehead Insurance
GSHD
121 hedge funds and large institutions have $642M invested in Goosehead Insurance in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 19 closing their positions.
179% more call options, than puts
Call options by funds: $3.29M | Put options by funds: $1.18M
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
11% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 37
9.45% more ownership
Funds ownership: 90.17% → 99.62% (+9.5%)
6% more funds holding
Funds holding: 114 → 121 (+7)
5% less capital invested
Capital invested by funds: $673M → $642M (-$30.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$67.7M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$10.4M |
| 3 |
FAM
Fred Alger Management
New York
|
+$7.59M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.59M |
| 5 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$11.7M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$9.4M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$8.01M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
-$7.28M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$3.99M |
GSHD Hedge Fund Activity: Q4 2019 in Review
121 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2019, worth a combined $642M — down 4.5% from $673M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GSHD positions and 19 closed out — a net gain of 8 holders — while 41 added to existing stakes and 37 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $67.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $11.7M.
- 121 institutional investors held Goosehead Insurance (GSHD) as of Q4 2019, up from 114 in Q3 2019.
- Funds reported $642M of Goosehead Insurance stock for Q4 2019, down 4.5% quarter-over-quarter.
- 27 funds opened new Goosehead Insurance positions in Q4 2019 and 19 closed out, a net change of +8 holders.
- The largest Goosehead Insurance buyer in Q4 2019 was Kayne Anderson Rudnick Investment Management, an estimated $67.7M added.
- The largest Goosehead Insurance seller in Q4 2019 was Lord, Abbett & Co, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2019.