Goosehead Insurance
GSHD
114 hedge funds and large institutions have $673M invested in Goosehead Insurance in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
90% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 29
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $619M → $673M (+$54M)
5% more funds holding
Funds holding: 109 → 114 (+5)
2.69% more ownership
Funds ownership: 87.48% → 90.17% (+2.7%)
21% less call options, than puts
Call options by funds: $360K | Put options by funds: $453K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
+$17.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$14.6M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$10.8M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$10.1M |
| 5 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$7.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$18.5M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$15.9M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$14.9M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$5.89M |
| 5 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$4.88M |
GSHD Hedge Fund Activity: Q3 2019 in Review
114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2019, worth a combined $673M — up 8.7% from $619M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GSHD positions and 9 closed out — a net gain of 5 holders — while 55 added to existing stakes and 29 trimmed.
The largest buyer was Zevenbergen Capital Investments, adding an estimated $17.6M. The largest seller was Wasatch Advisors, cutting an estimated $18.5M.
- 114 institutional investors held Goosehead Insurance (GSHD) as of Q3 2019, up from 109 in Q2 2019.
- Funds reported $673M of Goosehead Insurance stock for Q3 2019, up 8.7% quarter-over-quarter.
- 14 funds opened new Goosehead Insurance positions in Q3 2019 and 9 closed out, a net change of +5 holders.
- The largest Goosehead Insurance buyer in Q3 2019 was Zevenbergen Capital Investments, an estimated $17.6M added.
- The largest Goosehead Insurance seller in Q3 2019 was Wasatch Advisors, an estimated $18.5M sold.
Based on aggregated 13F filings for Q3 2019.