Goosehead Insurance
GSHD
76 hedge funds and large institutions have $328M invested in Goosehead Insurance in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
14% more capital invested
Capital invested by funds: $287M → $328M (+$41M)
13% more funds holding
Funds holding: 67 → 76 (+9)
0.89% more ownership
Funds ownership: 80.59% → 81.48% (+0.89%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
46% less call options, than puts
Call options by funds: $2.3M | Put options by funds: $4.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$11.3M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$7.68M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.6M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$3.12M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$7.51M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.91M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.11M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$2.19M |
| 5 |
State Street
Boston,
Massachusetts
|
-$616K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
76
Weaver Consulting Group
Huntington Beach,
California
| $1K | +$1.03K | +36 | New |
|
77
Arrowstreet Capital
Boston,
Massachusetts
| – | -$409K | -15,555 | Closed |
|
|
SO
78
STRS Ohio
Columbus,
Ohio
| – | -$76K | -2,900 | Closed |
|
|
MAM
79
Meeder Asset Management
Dublin,
Ohio
| – | -$60K | -2,285 | Closed |
|
|
AIC
80
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$26K | -1,000 | Closed |
|
81
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -138 | Closed |
|
|
IA
82
IFP Advisors
Tampa,
Florida
| – | -$2K | -65 | Closed |
|
GSHD Hedge Fund Activity: Q1 2019 in Review
76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2019, worth a combined $328M — up 14% from $287M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GSHD positions and 6 closed out — a net gain of 9 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was Ranger Investment Management, adding an estimated $11.3M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $7.51M.
- 76 institutional investors held Goosehead Insurance (GSHD) as of Q1 2019, up from 67 in Q4 2018.
- Funds reported $328M of Goosehead Insurance stock for Q1 2019, up 14% quarter-over-quarter.
- 15 funds opened new Goosehead Insurance positions in Q1 2019 and 6 closed out, a net change of +9 holders.
- The largest Goosehead Insurance buyer in Q1 2019 was Ranger Investment Management, an estimated $11.3M added.
- The largest Goosehead Insurance seller in Q1 2019 was Gilder Gagnon Howe & Co, an estimated $7.51M sold.
Based on aggregated 13F filings for Q1 2019.