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Goosehead Insurance

168 hedge funds and large institutions have $1.01B invested in Goosehead Insurance in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

8.64% more ownership

Funds ownership: 99.74%108.38% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 180168 (-12)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

36% less capital invested

Capital invested by funds: $1.58B → $1.01B (-$572M)

Holders
168
Holders Change
-12
Holders Change %
-6.67%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
63
Reduced
52
Closed
34
Calls
$594K
Puts
Net Calls
+$594K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
76
Capricorn Fund Managers
United Kingdom
$998K
Capital Fund Management (CFM)
77
Capital Fund Management (CFM)
France
$903K +$1.08M +19,771 New
Truist Financial
78
Truist Financial
North Carolina
$877K -$89.2K -1,634 -8%
UBS AM
79
UBS AM
Illinois
$859K -$194K -3,559 -16%
AIMCA
80
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$841K +$167K +3,051 +20%
JP Morgan Chase
81
JP Morgan Chase
New York
$836K +$227K +4,167 +29%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$765K +$714K +13,077 +356%
ECM
83
ExodusPoint Capital Management
New York
$646K +$304K +5,562 +65%
SSA
84
Schonfeld Strategic Advisors
New York
$621K +$742K +13,600 New
BMSSC
85
B. Metzler seel. Sohn & Co
Germany
$602K +$341K +6,244 +90%
TI
86
Trexquant Investment
Connecticut
$562K -$158K -2,895 -19%
Deutsche Bank
87
Deutsche Bank
Germany
$555K -$8.08K -148 -1%
Osaic Holdings
88
Osaic Holdings
Arizona
$502K +$372K +6,813 +164%
LCM
89
Logan Capital Management
Pennsylvania
$489K
QC
90
Quadrature Capital
United Kingdom
$474K +$567K +10,394 New
Stifel Financial
91
Stifel Financial
Missouri
$466K -$5.02K -92 -0.9%
MIM
92
MetLife Investment Management
New Jersey
$446K
WG
93
Winton Group
United Kingdom
$426K -$99.7K -1,827 -16%
AIG
94
American International Group
New York
$407K -$3.38K -62 -0.7%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$391K +$32.8K +601 +8%
OQS
96
Occudo Quantitative Strategies
Florida
$377K +$450K +8,245 New
DA
97
Duality Advisers
Florida
$375K +$448K +8,202 New
WWM
98
Wolff Wiese Magana
California
$372K -$115K -2,109 -21%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$372K +$135K +2,470 +44%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$371K -$546 -10 -0.1%

GSHD Hedge Fund Activity: Q2 2022 in Review

168 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2022, worth a combined $1.01B — down 36% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of GSHD and 24 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was Wasatch Advisors, adding an estimated $82.5M. The largest seller was William Blair & Company, cutting an estimated $31.2M.

  • 168 institutional investors held Goosehead Insurance (GSHD) as of Q2 2022, down from 180 in Q1 2022.
  • Funds reported $1.01B of Goosehead Insurance stock for Q2 2022, down 36% quarter-over-quarter.
  • 24 funds opened new Goosehead Insurance positions in Q2 2022 and 34 closed out, a net change of -10 holders.
  • The largest Goosehead Insurance buyer in Q2 2022 was Wasatch Advisors, an estimated $82.5M added.
  • The largest Goosehead Insurance seller in Q2 2022 was William Blair & Company, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2022.