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Goosehead Insurance

180 hedge funds and large institutions have $1.58B invested in Goosehead Insurance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

927% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $211K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

3.43% less ownership

Funds ownership: 103.16%99.74% (-3.4%)

5% less funds holding

Funds holding: 189180 (-9)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

40% less capital invested

Capital invested by funds: $2.66B → $1.58B (-$1.07B)

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
63
Reduced
66
Closed
31
Calls
$2.17M
Puts
$211K
Net Calls
+$1.96M
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
126
Barclays
United Kingdom
$237K -$1.68M -18,961 -86%
BTWM
127
Baker Tilly Wealth Management
Wisconsin
$236K -$170K -1,913 -39%
Citigroup
128
Citigroup
New York
$230K -$302K -3,397 -54%
SCM
129
Silvant Capital Management
Georgia
$225K
P
130
&Partners
Tennessee
$220K +$88.8K +1,000 +56%
UBS Group
131
UBS Group
Switzerland
$219K -$279K -3,141 -53%
B
132
BloombergSen
Ontario, Canada
$216K +$244K +2,750 New
AWS
133
Atria Wealth Solutions
New York
$209K +$236K +2,657 New
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$198K
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$183K
AB
136
Amalgamated Bank
New York
$181K -$13.6K -153 -6%
AF
137
Amalgamated Financial
New York
$181K +$204K +2,302 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$177K +$145K +1,635 +265%
P8IP
139
Pier 88 Investment Partners
California
$176K
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
$157K
SG Americas Securities
141
SG Americas Securities
New York
$146K -$262K -2,955 -61%
AIP
142
Ameritas Investment Partners
Nebraska
$109K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$94K +$2.31K +26 +2%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$90.3K -$302K -3,404 -75%
Canada Life
145
Canada Life
Manitoba, Canada
$88K
Group One Trading
146
Group One Trading
Illinois
$59K +$67K +755 New
SPIA
147
Steward Partners Investment Advisory
New York
$35K -$31.7K -357 -45%
AF
148
Allworth Financial
California
$29K -$22.2K -250 -40%
CFO
149
CVA Family Office
Colorado
$24K
SWM
150
Spire Wealth Management
Virginia
$20K -$1.51K -17 -6%

GSHD Hedge Fund Activity: Q1 2022 in Review

180 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2022, worth a combined $1.58B — down 40% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of GSHD and 25 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 63 added.

The largest buyer was Capital World Investors, adding an estimated $38.8M. The largest seller was Fidelity Investments, cutting an estimated $35M.

  • 180 institutional investors held Goosehead Insurance (GSHD) as of Q1 2022, down from 189 in Q4 2021.
  • Funds reported $1.58B of Goosehead Insurance stock for Q1 2022, down 40% quarter-over-quarter.
  • 25 funds opened new Goosehead Insurance positions in Q1 2022 and 31 closed out, a net change of -6 holders.
  • The largest Goosehead Insurance buyer in Q1 2022 was Capital World Investors, an estimated $38.8M added.
  • The largest Goosehead Insurance seller in Q1 2022 was Fidelity Investments, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2022.