Goosehead Insurance
GSHD
162 hedge funds and large institutions have $796M invested in Goosehead Insurance in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 31 closing their positions.
453% more call options, than puts
Call options by funds: $2.85M | Put options by funds: $516K
90% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 40
0.65% more ownership
Funds ownership: 108.38% → 109.03% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 168 → 162 (-6)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
21% less capital invested
Capital invested by funds: $1.01B → $796M (-$213M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$61.4M |
| 2 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$15.5M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14M |
| 4 |
Millennium Management
New York
|
+$12.2M |
| 5 |
ONPI
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
+$9.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$52.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$23.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.3M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$18.8M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$14.4M |
GSHD Hedge Fund Activity: Q3 2022 in Review
162 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2022, worth a combined $796M — down 21% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of GSHD and 26 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 76 added.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $61.4M. The largest seller was Capital International Investors, cutting an estimated $52.9M.
- 162 institutional investors held Goosehead Insurance (GSHD) as of Q3 2022, down from 168 in Q2 2022.
- Funds reported $796M of Goosehead Insurance stock for Q3 2022, down 21% quarter-over-quarter.
- 26 funds opened new Goosehead Insurance positions in Q3 2022 and 31 closed out, a net change of -5 holders.
- The largest Goosehead Insurance buyer in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $61.4M added.
- The largest Goosehead Insurance seller in Q3 2022 was Capital International Investors, an estimated $52.9M sold.
Based on aggregated 13F filings for Q3 2022.