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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
B
126
BloombergSen
Ontario, Canada
$35.2K
ACM
127
Aquatic Capital Management
Illinois
$34K +$37.5K +1,000 New
MAM
128
Meeder Asset Management
Ohio
$32.7K +$35.6K +951 New
GKIM
129
GW&K Investment Management
Massachusetts
$23K +$4.27K +114 +20%
SWM
130
Spire Wealth Management
Virginia
$21K -$3.9K -104 -15%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$20.7K +$1.65K +44 +8%
AIM
132
Arcadia Investment Management
Michigan
$20.6K +$22.5K +600 New
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$17K
FHA
134
First Horizon Advisors
Tennessee
$16.4K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$15.3K -$8.21M -219,231 -100%
Group One Trading
136
Group One Trading
Illinois
$9.03K +$9.85K +263 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$7K -$4.12K -110 -34%
PPC
138
Park Place Capital
Alabama
$7K +$7.75K +207 New
LSA
139
Leonteq Securities AG
Switzerland
$4.95K
EI
140
Ellevest Inc
New York
$4.77K +$2.73K +73 +111%
PA
141
Parallel Advisors
California
$4.36K +$4.76K +127 New
MCC
142
Money Concepts Capital
Florida
$4.26K +$4.64K +124 New
TWA
143
TCI Wealth Advisors
Arizona
$3.5K +$824 +22 +28%
Dimensional Fund Advisors
144
Dimensional Fund Advisors
Texas
$2.58K +$848K +22,644 +43%
RWPA
145
Richard W. Paul & Associates
Michigan
$2.37K +$2.58K +69 New
CAL
146
Capital Advisors Ltd
Ohio
$2K +$1.83K +49 New
IA
147
IFP Advisors
Florida
$1K
MTIC
148
Missouri Trust & Investment Company
Missouri
$1K
Simplex Trading
149
Simplex Trading
Illinois
$1K +$1.35K +36 New
DFCM
150
Dark Forest Capital Management
Puerto Rico
$824 +$899 +24 New

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.