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Goosehead Insurance

169 hedge funds and large institutions have $789M invested in Goosehead Insurance in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

37% more call options, than puts

Call options by funds: $141K | Put options by funds: $103K

4% more funds holding

Funds holding: 162169 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 109.03%108.88% (-0.15%)

1% less capital invested

Capital invested by funds: $796M → $789M (-$7.88M)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
51
Reduced
61
Closed
23
Calls
$141K
Puts
$103K
Net Calls
+$38K
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
101
HRT Financial
New York
$258K -$1.45M -38,702 -84%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$255K
CAN
103
Cetera Advisor Networks
California
$253K +$28.8K +768 +12%
Marshall Wace
104
Marshall Wace
United Kingdom
$234K -$277K -7,389 -52%
BAM
105
Blueshift Asset Management
New Jersey
$233K +$254K +6,777 New
FA
106
FDx Advisors
Illinois
$231K +$5.36K +143 +2%
BTWM
107
Baker Tilly Wealth Management
Wisconsin
$226K -$34K -907 -12%
YWP
108
YorkBridge Wealth Partners
New York
$225K -$36.8K -983 -13%
TWC
109
TD Waterhouse Canada
Ontario, Canada
$222K +$31.8K +850 +17%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$216K +$236K +6,300 New
Canada Life
111
Canada Life
Manitoba, Canada
$201K +$73.4K +1,959 +51%
TRCT
112
Tower Research Capital (TRC)
New York
$131K -$166K -4,437 -54%
PMEF
113
Point72 Middle East FZE
United Arab Emirates
$123K +$134K +3,569 New
AB
114
Amalgamated Bank
New York
$103K
UBS Group
115
UBS Group
Switzerland
$91.1K +$22K +587 +28%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$87K
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$81.6K -$731K -19,504 -89%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$80.2K
P8IP
119
Pier 88 Investment Partners
California
$77.1K
ASN
120
Advisory Services Network
Georgia
$64.3K +$70.1K +1,871 New
Citigroup
121
Citigroup
New York
$53.9K -$13.9K -370 -19%
AIP
122
Ameritas Investment Partners
Nebraska
$53.3K
HIA
123
Harbor Investment Advisory
Maryland
$53.2K +$21.4K +572 +59%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$42.1K +$150 +4 +0.3%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$39.5K

GSHD Hedge Fund Activity: Q4 2022 in Review

169 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2022, worth a combined $789M — down 0.99% from $796M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSHD positions and 23 closed out — a net gain of 9 holders — while 51 added to existing stakes and 61 trimmed.

The largest buyer was Capital World Investors, adding an estimated $42M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $14.6M.

  • 169 institutional investors held Goosehead Insurance (GSHD) as of Q4 2022, up from 162 in Q3 2022.
  • Funds reported $789M of Goosehead Insurance stock for Q4 2022, down 0.99% quarter-over-quarter.
  • 32 funds opened new Goosehead Insurance positions in Q4 2022 and 23 closed out, a net change of +9 holders.
  • The largest Goosehead Insurance buyer in Q4 2022 was Capital World Investors, an estimated $42M added.
  • The largest Goosehead Insurance seller in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2022.