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Goosehead Insurance
GSHD

Overview Fund Activity

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 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-18
Holders Change %
-9.38%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
94
Reduced
40
Closed
43
Calls
$13M
Puts
$8.44M
Net Calls
+$4.54M
Net Calls Change
+$1.99M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$63.7M
2
DCP
2
Durable Capital Partners
Maryland
$111M
3
Wells Fargo
3
Wells Fargo
California
$102M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$22.4M
5
BlackRock
5
BlackRock
New York
$154M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$11.7M
4
FAM
4
Fred Alger Management
New York
$41.9M
5
PFM
5
Premier Fund Managers
United Kingdom
$8.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
126
Freedom Investment Management
Connecticut
$336K +$30.1K +236 +10%
AB
127
Amalgamated Bank
New York
$335K +$335K +2,628 New
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$322K – – –
PAS
129
Park Avenue Securities
New York
$313K +$61K +479 +24%
MML Investors Services
130
MML Investors Services
Massachusetts
$305K +$305K +2,397 New
Barclays
131
Barclays
United Kingdom
$285K -$1.3M -10,220 -82%
FA
132
FDx Advisors
Illinois
$280K +$29.9K +235 +12%
DBT
133
Dubuque Bank & Trust
Iowa
$278K -$223K -1,756 -45%
Principal Financial Group
134
Principal Financial Group
Iowa
$276K +$276K +2,166 New
LPL Financial
135
LPL Financial
California
$268K -$58.4K -459 -18%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$262K +$262K +2,059 New
IWS
137
Insight Wealth Strategies
California
$261K – – –
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$255K – – –
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$247K – – –
ET
140
Equitable Trust
Tennessee
$247K +$247K +1,943 New
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$244K +$244K +1,917 New
VAS
142
Vestmark Advisory Solutions
Massachusetts
$242K +$637 +5 +0.3%
Jane Street
143
Jane Street
New York
$240K -$99K -778 -29%
P
144
&Partners
Tennessee
$229K +$229K +1,800 New
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$229K -$449K -3,527 -66%
PWS
146
Precision Wealth Strategies
Missouri
$223K +$223K +1,754 New
HSA
147
HBK Sorce Advisory
Pennsylvania
$212K +$212K +1,665 New
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$195K +$68.1K +537 +54%
NFG
149
Next Financial Group
Texas
$178K +$175K +1,375 +5,978%
AIP
150
Ameritas Investment Partners
Nebraska
$177K +$31.7K +249 +22%
4 5
6
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