Goosehead Insurance
GSHD
174 hedge funds and large institutions have $2.4B invested in Goosehead Insurance in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 44 closing their positions.
135% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 40
54% more call options, than puts
Call options by funds: $13M | Put options by funds: $8.44M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more capital invested
Capital invested by funds: $1.88B → $2.4B (+$523M)
7.27% more ownership
Funds ownership: 94.72% → 101.99% (+7.3%)
10% less funds holding
Funds holding: 193 → 174 (-19)
43% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$51M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$44.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$42.4M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$17.9M |
| 5 |
BlackRock
New York
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$66.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$44M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$40.1M |
| 4 |
FAM
Fred Alger Management
New York
|
-$14.4M |
| 5 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$14.1M |
GSHD Hedge Fund Activity: Q2 2021 in Review
174 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2021, worth a combined $2.4B — up 28% from $1.88B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of GSHD and 25 opened new positions — a net loss of 19 holders — while 40 trimmed existing stakes and 94 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $51M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $66.6M sold.
- 174 institutional investors held Goosehead Insurance (GSHD) as of Q2 2021, down from 193 in Q1 2021.
- Funds reported $2.4B of Goosehead Insurance stock for Q2 2021, up 28% quarter-over-quarter.
- 25 funds opened new Goosehead Insurance positions in Q2 2021 and 44 closed out, a net change of -19 holders.
- The largest Goosehead Insurance buyer in Q2 2021 was Capital International Investors, an estimated $51M added.
- The largest Goosehead Insurance seller in Q2 2021 was Loomis, Sayles & Company, an estimated $66.6M sold.
Based on aggregated 13F filings for Q2 2021.