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Goosehead Insurance

169 hedge funds and large institutions have $789M invested in Goosehead Insurance in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

37% more call options, than puts

Call options by funds: $141K | Put options by funds: $103K

4% more funds holding

Funds holding: 162169 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 109.03%108.88% (-0.15%)

1% less capital invested

Capital invested by funds: $796M → $789M (-$7.88M)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
51
Reduced
61
Closed
23
Calls
$141K
Puts
$103K
Net Calls
+$38K
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
51
Mutual of America Capital Management
New York
$1.47M +$21.5K +575 +1%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$1.43M
Natixis Advisors
53
Natixis Advisors
Massachusetts
$1.37M +$120K +3,199 +9%
TC
54
TownSquare Capital
Utah
$1.35M +$303K +8,081 +26%
ECM
55
ExodusPoint Capital Management
New York
$1.35M -$218K -5,817 -13%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.35M -$363K -9,679 -20%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$1.33M +$1.45M +38,639 New
OAM
58
Oppenheimer Asset Management
New York
$1.27M -$29.8K -795 -2%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$1.2M +$1.31M +35,000 New
TI
60
Trexquant Investment
Connecticut
$1.14M -$119K -3,189 -9%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$1.14M -$710K -18,957 -40%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$866K +$32.2K +860 +4%
AG
63
Algert Global
California
$860K +$158K +4,210 +20%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$843K +$13.1K +351 +1%
PP
65
PFS Partners
New Jersey
$799K
US Bancorp
66
US Bancorp
Minnesota
$766K -$174K -4,648 -17%
AIMCA
67
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$766K -$562K -14,992 -40%
Stifel Financial
68
Stifel Financial
Missouri
$732K -$178K -4,742 -18%
DTL
69
Dynamic Technology Lab
Singapore
$721K -$163K -4,350 -17%
JP Morgan Chase
70
JP Morgan Chase
New York
$718K +$88.9K +2,373 +13%
AllianceBernstein
71
AllianceBernstein
Tennessee
$683K -$57K -1,521 -7%
UBS AM
72
UBS AM
Illinois
$646K
FFP
73
FourThought Financial Partners
Florida
$633K +$690K +18,433 New
ET
74
Equitable Trust
Tennessee
$592K -$312K -8,339 -33%
BMSSC
75
B. Metzler seel. Sohn & Co
Germany
$559K +$162K +4,319 +36%

GSHD Hedge Fund Activity: Q4 2022 in Review

169 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2022, worth a combined $789M — down 0.99% from $796M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSHD positions and 23 closed out — a net gain of 9 holders — while 51 added to existing stakes and 61 trimmed.

The largest buyer was Capital World Investors, adding an estimated $42M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $14.6M.

  • 169 institutional investors held Goosehead Insurance (GSHD) as of Q4 2022, up from 162 in Q3 2022.
  • Funds reported $789M of Goosehead Insurance stock for Q4 2022, down 0.99% quarter-over-quarter.
  • 32 funds opened new Goosehead Insurance positions in Q4 2022 and 23 closed out, a net change of +9 holders.
  • The largest Goosehead Insurance buyer in Q4 2022 was Capital World Investors, an estimated $42M added.
  • The largest Goosehead Insurance seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2022.