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Goosehead Insurance
GSHD

Overview Fund Activity

180 hedge funds and large institutions have $3.05B invested in Goosehead Insurance in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 21 closing their positions.

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
27
Increased
58
Reduced
69
Closed
21
Calls
$6.44M
Puts
$2.71M
Net Calls
+$3.73M
Net Calls Change
-$806K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$289M
2
Ameriprise
2
Ameriprise
Minnesota
$74.7M
3
Wells Fargo
3
Wells Fargo
California
$163M
4
AIM
4
Artemis Investment Management
United Kingdom
$71.2M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$39.4M

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$146M
3
Invesco
3
Invesco
Georgia
$1.11M
4
Fidelity International
4
Fidelity International
Bermuda
$94K
5
WA
5
Wasatch Advisors
Utah
$89.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$3.33M -$4.16M -27,336 -56%
First Trust Advisors
77
First Trust Advisors
Illinois
$3.33M +$2.51M +16,492 +309%
SEI Investments
78
SEI Investments
Pennsylvania
$3.32M -$468K -3,076 -12%
UBS AM
79
UBS AM
Illinois
$3.31M -$104K -685 -3%
Stifel Financial
80
Stifel Financial
Missouri
$3.24M -$46.5K -305 -1%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$2.89M +$2.89M +19,001 New
AI
82
Atria Investments
North Carolina
$2.45M -$637K -4,182 -21%
OAM
83
Oppenheimer Asset Management
New York
$2.31M +$88K +578 +4%
GT
84
Glenmede Trust
Pennsylvania
$2.02M +$138K +905 +7%
Select Equity Group
85
Select Equity Group
New York
$2M +$136K +894 +7%
MA
86
Mosaic Advisors
Texas
$1.98M +$1.98M +13,000 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$1.84M +$21.3K +140 +1%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.72M -$316K -2,081 -16%
JAM
89
Jupiter Asset Management
United Kingdom
$1.61M +$1.61M +10,600 New
SG Americas Securities
90
SG Americas Securities
New York
$1.6M +$1.47M +9,666 +1,128%
LCM
91
Logan Capital Management
Pennsylvania
$1.59M – – –
WWM
92
Wolff Wiese Magana
California
$1.52M +$25.7K +169 +2%
AIG
93
American International Group
New York
$1.48M -$35K -230 -2%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.44M -$18M -118,354 -93%
MCIA
95
Mountain Capital Investment Advisors
Colorado
$1.36M -$103K -588 -7%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$1.27M +$222K +1,457 +21%
WG
97
Winton Group
United Kingdom
$1.22M -$188K -1,234 -13%
M&T Bank
98
M&T Bank
New York
$1.16M – – –
Invesco
99
Invesco
Georgia
$1.11M -$27.3M -179,473 -96%
SO
100
STRS Ohio
Ohio
$1.11M +$1.11M +7,300 New
2 3
4
5 6