Goosehead Insurance
GSHD
76 hedge funds and large institutions have $332M invested in Goosehead Insurance in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
30% more capital invested
Capital invested by funds: $256M → $332M (+$76M)
25% more funds holding
Funds holding: 61 → 76 (+15)
3.31% less ownership
Funds ownership: 75.66% → 72.35% (-3.3%)
83% less call options, than puts
Call options by funds: $697K | Put options by funds: $4.09M
Top Buyers
Top Sellers
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.02M |
| 2 |
Jennison Associates
New York
|
-$5.78M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$4.6M |
| 4 |
LCM
Laurion Capital Management
New York
|
-$3.74M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$3.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCAG
76
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.42K | +$1.22K | +42 | New |
|
|
77
Alyeska Investment Group
Chicago,
Illinois
| – | -$4.6M | -184,236 | Closed |
|
|
LCM
78
Laurion Capital Management
New York
| – | -$3.74M | -150,000 | Closed |
|
79
Two Sigma Investments
New York
| – | -$1.43M | -57,131 | Closed |
|
|
MWNA
80
Marshall Wace North America
New York
| – | -$1.33M | -53,146 | Closed |
|
|
EGM
81
Engineers Gate Manager
New York
| – | -$839K | -33,605 | Closed |
|
|
DIM
82
DC Investments Management
Mclean,
Virginia
| – | -$634K | -25,397 | Closed |
|
|
BJL
83
Brighton Jones LLC
Seattle,
Washington
| – | -$422K | -16,922 | Closed |
|
84
Prudential Financial
Newark,
New Jersey
| – | -$397K | -15,890 | Closed |
|
|
LCM
85
Landscape Capital Management
Englewood,
New Jersey
| – | -$329K | -13,166 | Closed |
|
86
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$49K | -1,950 | Closed |
|
|
PIA
87
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$4K | -169 | Closed |
|
GSHD Hedge Fund Activity: Q3 2018 in Review
76 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2018, worth a combined $332M — up 30% from $256M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new GSHD positions and 11 closed out — a net gain of 15 holders — while 28 added to existing stakes and 15 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $3.35M. The largest seller was Lord, Abbett & Co, cutting an estimated $8.02M.
- 76 institutional investors held Goosehead Insurance (GSHD) as of Q3 2018, up from 61 in Q2 2018.
- Funds reported $332M of Goosehead Insurance stock for Q3 2018, up 30% quarter-over-quarter.
- 26 funds opened new Goosehead Insurance positions in Q3 2018 and 11 closed out, a net change of +15 holders.
- The largest Goosehead Insurance buyer in Q3 2018 was Victory Capital Management, an estimated $3.35M added.
- The largest Goosehead Insurance seller in Q3 2018 was Lord, Abbett & Co, an estimated $8.02M sold.
Based on aggregated 13F filings for Q3 2018.