We are live on ! Find out more
GSHD icon

Goosehead Insurance

168 hedge funds and large institutions have $1.01B invested in Goosehead Insurance in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

8.64% more ownership

Funds ownership: 99.74%108.38% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 180168 (-12)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

36% less capital invested

Capital invested by funds: $1.58B → $1.01B (-$572M)

Holders
168
Holders Change
-12
Holders Change %
-6.67%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
63
Reduced
52
Closed
34
Calls
$594K
Puts
Net Calls
+$594K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
51
Motley Fool Wealth Management
Virginia
$2.96M -$17.6K -322 -0.5%
Wells Fargo
52
Wells Fargo
California
$2.84M -$7.68M -140,613 -69%
N
53
Nuveen
North Carolina
$2.5M -$399K -7,301 -12%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.33M +$1.97M +36,171 +245%
Holocene Advisors
55
Holocene Advisors
New York
$2.3M +$2.48M +45,390 +907%
MFAM
56
Motley Fool Asset Management
Virginia
$2.27M +$77.9K +1,428 +3%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$2.26M +$619K +11,333 +30%
Two Sigma Investments
58
Two Sigma Investments
New York
$2.23M +$2.14M +39,255 +409%
NOCM
59
Night Owl Capital Management
Connecticut
$2.12M -$166K -3,041 -6%
MOACM
60
Mutual of America Capital Management
New York
$2.1M -$18.7K -342 -0.7%
Macquarie Group
61
Macquarie Group
Australia
$2.09M +$226K +4,141 +10%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.07M -$81.9K -1,500 -3%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$1.9M -$252K -4,611 -10%
Daiwa Securities Group
64
Daiwa Securities Group
Japan
$1.68M +$402K +7,361 +25%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$1.6M +$290K +5,306 +18%
CSS
66
Cubist Systematic Strategies
Connecticut
$1.59M +$1.02M +18,695 +116%
OAM
67
Oppenheimer Asset Management
New York
$1.58M +$509K +9,323 +37%
PFM
68
Premier Fund Managers
United Kingdom
$1.45M -$815K -14,930 -33%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$1.28M +$1.53M +28,078 New
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$1.12M -$3.71K -68 -0.3%
ET
71
Equitable Trust
Tennessee
$1.1M +$1.02M +18,750 +346%
Luther King Capital Management (LKCM)
72
Luther King Capital Management (LKCM)
Texas
$1.07M -$1.88M -34,395 -60%
PP
73
PFS Partners
New Jersey
$1.06M +$54.6K +1,000 +4%
US Bancorp
74
US Bancorp
Minnesota
$1.06M +$140K +2,564 +12%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$1.03M -$13K -238 -1%

GSHD Hedge Fund Activity: Q2 2022 in Review

168 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2022, worth a combined $1.01B — down 36% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of GSHD and 24 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was Wasatch Advisors, adding an estimated $82.5M. The largest seller was William Blair & Company, cutting an estimated $31.2M.

  • 168 institutional investors held Goosehead Insurance (GSHD) as of Q2 2022, down from 180 in Q1 2022.
  • Funds reported $1.01B of Goosehead Insurance stock for Q2 2022, down 36% quarter-over-quarter.
  • 24 funds opened new Goosehead Insurance positions in Q2 2022 and 34 closed out, a net change of -10 holders.
  • The largest Goosehead Insurance buyer in Q2 2022 was Wasatch Advisors, an estimated $82.5M added.
  • The largest Goosehead Insurance seller in Q2 2022 was William Blair & Company, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2022.