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Goosehead Insurance
GSHD

Overview Fund Activity

180 hedge funds and large institutions have $3.05B invested in Goosehead Insurance in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
27
Increased
58
Reduced
69
Closed
21
Calls
$6.44M
Puts
$2.71M
Net Calls
+$3.73M
Net Calls Change
-$806K

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$289M
2
Ameriprise
2
Ameriprise
Minnesota
$74.7M
3
Wells Fargo
3
Wells Fargo
California
$163M
4
AIM
4
Artemis Investment Management
United Kingdom
$71.2M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$39.4M

Top Sellers

1
ZCI
1
Zevenbergen Capital Investments
Washington
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$146M
3
Invesco
3
Invesco
Georgia
$1.11M
4
Fidelity International
4
Fidelity International
Bermuda
$94K
5
WA
5
Wasatch Advisors
Utah
$89.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$350K -$107K -700 -23%
ProShare Advisors
127
ProShare Advisors
Maryland
$346K -$354K -2,324 -51%
PWS
128
Precision Wealth Strategies
Missouri
$331K +$63.8K +419 +24%
YWP
129
YorkBridge Wealth Partners
New York
$317K +$317K +2,080 New
IWS
130
Insight Wealth Strategies
California
$316K +$3.66K +24 +1%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$305K – – –
ET
132
Equitable Trust
Tennessee
$296K – – –
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$295K – – –
Principal Financial Group
134
Principal Financial Group
Iowa
$284K -$45.5K -299 -14%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$281K +$281K +1,845 New
P
136
&Partners
Tennessee
$274K – – –
VAS
137
Vestmark Advisory Solutions
Massachusetts
$264K -$25.3K -166 -9%
NFG
138
Next Financial Group
Texas
$264K +$51.4K +338 +24%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$250K -$63.5K -417 -20%
RJA
140
Raymond James & Associates
Florida
$250K +$250K +1,639 New
P8IP
141
Pier 88 Investment Partners
California
$241K -$468K -3,080 -66%
MOS
142
MGO One Seven
Ohio
$240K +$240K +1,666 New
Prudential Financial
143
Prudential Financial
New Jersey
$236K -$194K -1,312 -45%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$235K – – –
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$228K +$228K +1,500 New
ACS
146
Archford Capital Strategies
Illinois
$228K +$228K +1,500 New
HSA
147
HBK Sorce Advisory
Pennsylvania
$223K -$30.4K -200 -12%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$217K – – –
CT
149
Chicago Trust
Illinois
$215K +$215K +1,415 New
AIP
150
Ameritas Investment Partners
Nebraska
$212K – – –
4 5
6
7 8