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Goosehead Insurance
GSHD

177 hedge funds and large institutions have $2.18B invested in Goosehead Insurance in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $2.62M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

52% more capital invested

Capital invested by funds: $1.43B → $2.18B (+$749M)

7% more funds holding

Funds holding: 165 → 177 (+12)

3.16% more ownership

Funds ownership: 95.88% → 99.04% (+3.2%)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

Holders
177
Holders Change
+12
Holders Change %
+7.27%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
63
Reduced
61
Closed
19
Calls
$7.34M
Puts
$2.62M
Net Calls
+$4.72M
Net Calls Change
+$5.05M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$21.9M
3
BlackRock
BlackRock
New York
+$11.6M
4
FAM
Fred Alger Management
New York
+$8.77M
5
Deutsche Bank
Deutsche Bank
Germany
+$6.74M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$31.9M
2
Jennison Associates
Jennison Associates
New York
-$16.5M
3
Goldman Sachs
Goldman Sachs
New York
-$14.1M
4
NCGI
Next Century Growth Investors
Minnesota
-$8.93M
5
PCM
Peregrine Capital Management
Minnesota
-$7.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$5.67M -$1.77M -15,476 -25%
Ameriprise
52
Ameriprise
Minnesota
$5.33M -$4.76M -41,629 -49%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$5.07M +$4.64M +40,600 New
Federated Hermes
54
Federated Hermes
Pennsylvania
$5.05M -$4.03M -35,289 -47%
Millennium Management
55
Millennium Management
New York
$5.04M +$591K +5,168 +15%
Swiss National Bank
56
Swiss National Bank
Switzerland
$4.38M +$263K +2,300 +7%
GPGA
57
Grandeur Peak Global Advisors
Utah
$4.29M +$124K +1,089 +3%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.11M – – –
Russell Investments Group
59
Russell Investments Group
United Kingdom
$4.06M +$3.72M +32,532 New
AR
60
Advisory Research
Illinois
$3.85M -$1.52M -13,331 -30%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$3.54M -$145K -1,265 -4%
LCG
62
Lisanti Capital Growth
New York
$3.36M -$2.52M -22,020 -45%
PP
63
PDT Partners
New York
$3.31M -$186K -1,623 -6%
First Trust Advisors
64
First Trust Advisors
Illinois
$3.29M -$462K -4,044 -13%
Macquarie Group
65
Macquarie Group
Australia
$3.25M -$896K -7,841 -23%
PPA
66
Parametric Portfolio Associates
Washington
$3.19M +$325K +2,842 +13%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$3.14M – – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$3.03M +$525K +4,590 +23%
Daiwa Securities Group
69
Daiwa Securities Group
Japan
$2.98M -$229K -2,000 -8%
US Bancorp
70
US Bancorp
Minnesota
$2.96M +$165K +1,445 +6%
RAM
71
Redmond Asset Management
Virginia
$2.96M – – –
TC
72
TownSquare Capital
Utah
$2.87M +$485K +4,243 +23%
Two Sigma Investments
73
Two Sigma Investments
New York
$2.8M +$2.57M +22,443 New
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$2.66M +$291K +2,546 +14%
PA
75
Paragon Advisors
Texas
$2.5M +$256K +2,237 +13%
1 2
3
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GSHD Hedge Fund Activity: Q4 2020 in Review

177 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2020, worth a combined $2.18B — up 52% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSHD positions and 19 closed out — a net gain of 13 holders — while 63 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $138M. The largest seller was AllianceBernstein, cutting an estimated $31.9M.

  • 177 institutional investors held Goosehead Insurance (GSHD) as of Q4 2020, up from 165 in Q3 2020.
  • Funds reported $2.18B of Goosehead Insurance stock for Q4 2020, up 52% quarter-over-quarter.
  • 32 funds opened new Goosehead Insurance positions in Q4 2020 and 19 closed out, a net change of +13 holders.
  • The largest Goosehead Insurance buyer in Q4 2020 was Fidelity Investments, an estimated $138M added.
  • The largest Goosehead Insurance seller in Q4 2020 was AllianceBernstein, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2020.