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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
Invesco
101
Invesco
Georgia
$356K -$55 -1 -0%
AG
102
Algert Global
California
$353K +$171K +3,130 +68%
TC
103
TownSquare Capital
Utah
$336K -$230K -4,207 -36%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$323K
Legal & General Group
105
Legal & General Group
United Kingdom
$322K +$6.82K +125 +2%
FA
106
FDx Advisors
Illinois
$315K +$36.8K +675 +11%
CAN
107
Cetera Advisor Networks
California
$301K
Man Group
108
Man Group
United Kingdom
$265K -$322K -5,900 Closed
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$249K -$273 -5 -0.1%
YWP
110
YorkBridge Wealth Partners
New York
$249K +$34.4K +630 +13%
ASRS
111
Arizona State Retirement System
Arizona
$238K -$8.02K -147 -3%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$227K +$271K +4,972 New
M&T Bank
113
M&T Bank
New York
$210K +$1.86K +34 +0.7%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$185K
EMFAT
115
Emerald Mutual Fund Advisers Trust
Pennsylvania
$143K +$171K +3,128 New
AB
116
Amalgamated Bank
New York
$135K +$35.3K +646 +28%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$115K
SG Americas Securities
118
SG Americas Securities
New York
$111K +$31.9K +584 +31%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$107K
P8IP
120
Pier 88 Investment Partners
California
$103K
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$91K
SCM
122
Silvant Capital Management
Georgia
$87K -$52.1K -954 -33%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$86K -$20.6K -377 -17%
CWM
124
Castle Wealth Management
Florida
$68K +$81.2K +1,487 New
QT
125
Quantbot Technologies
New York
$65K +$78.5K +1,438 New

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.