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Goosehead Insurance

147 hedge funds and large institutions have $1.23B invested in Goosehead Insurance in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

81% more capital invested

Capital invested by funds: $682M → $1.23B (+$551M)

68% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 37

17% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.2M

13% more funds holding

Funds holding: 130147 (+17)

5.23% more ownership

Funds ownership: 96.92%102.15% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
62
Reduced
37
Closed
16
Calls
$1.41M
Puts
$1.2M
Net Calls
+$203K
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
76
Daiwa Securities Group
Japan
$913K
PA
77
Paragon Advisors
Texas
$891K +$687K +11,854 New
AQR Capital Management
78
AQR Capital Management
Connecticut
$834K -$138K -2,384 -18%
Barclays
79
Barclays
United Kingdom
$825K +$416K +7,182 +189%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$817K -$2.7M -46,616 -81%
UBS AM
81
UBS AM
Illinois
$782K +$603K +10,400 New
CS
82
Credit Suisse
Switzerland
$780K +$182K +3,134 +43%
Squarepoint
83
Squarepoint
New York
$778K +$600K +10,352 New
JAM
84
Jupiter Asset Management
United Kingdom
$767K -$724K -12,498 -55%
Victory Capital Management
85
Victory Capital Management
Texas
$720K +$186K +3,212 +50%
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$689K +$531K +9,161 New
M&T Bank
87
M&T Bank
New York
$681K +$190K +3,284 +57%
AIG
88
American International Group
New York
$593K +$65.2K +1,126 +17%
ECM
89
ETrade Capital Management
Virginia
$587K +$452K +7,806 New
Neuberger Berman Group
90
Neuberger Berman Group
New York
$574K +$7.24K +125 +2%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$546K +$120K +2,070 +40%
SG Americas Securities
92
SG Americas Securities
New York
$529K +$174K +3,005 +75%
MAM
93
Martingale Asset Management
Massachusetts
$527K -$98.5K -1,700 -20%
Truist Financial
94
Truist Financial
North Carolina
$514K +$397K +6,849 New
PP
95
Paloma Partners
Connecticut
$505K +$389K +6,714 New
DBT
96
Dubuque Bank & Trust
Iowa
$496K
PP
97
PDT Partners
New York
$456K +$352K +6,069 New
Deutsche Bank
98
Deutsche Bank
Germany
$452K -$1.09M -18,793 -76%
MIM
99
MetLife Investment Management
New Jersey
$446K +$52.6K +907 +18%
EAM
100
Erste Asset Management
Austria
$436K