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Goosehead Insurance
GSHD

Overview Fund Activity

192 hedge funds and large institutions have $1.88B invested in Goosehead Insurance in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+16
Holders Change %
+9.09%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
69
Reduced
67
Closed
17
Calls
$8.77M
Puts
$6.22M
Net Calls
+$2.55M
Net Calls Change
-$2.17M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$178M
2
AIM
2
Artemis Investment Management
United Kingdom
$25.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$161M
4
Wells Fargo
4
Wells Fargo
California
$41.2M
5
Polen Capital Management
5
Polen Capital Management
Florida
$13.4M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$52M
2
American Century Companies
2
American Century Companies
Missouri
$5.12M
3
WA
3
Wasatch Advisors
Utah
$65M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.42M
5
DCM
5
Driehaus Capital Management
Illinois
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
151
Parametrica Management
Hong Kong
$230K +$230K +2,179 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$226K -$171K -1,650 -43%
IWS
153
Insight Wealth Strategies
California
$220K – – –
CL
154
CIM LLC
New York
$219K +$5.74K +60 +3%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$218K -$1.72K -16 -0.8%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$214K – – –
PAS
157
Park Avenue Securities
New York
$212K +$212K +1,979 New
FA
158
FDx Advisors
Illinois
$211K +$211K +1,968 New
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$208K – – –
VAS
160
Vestmark Advisory Solutions
Massachusetts
$203K -$7.28K -68 -3%
DCM
161
Dupont Capital Management
Delaware
$196K -$40.2K -375 -17%
PI
162
PEAK6 Investments
Illinois
$194K +$194K +1,811 New
TRCT
163
Tower Research Capital (TRC)
New York
$175K +$149K +1,385 +561%
AIP
164
Ameritas Investment Partners
Nebraska
$122K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$117K -$14.3K -133 -11%
Canada Life
166
Canada Life
Manitoba, Canada
$113K +$22.1K +207 +24%
Citigroup
167
Citigroup
New York
$111K -$178K -1,670 -62%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$107K – – –
SPIA
169
Steward Partners Investment Advisory
New York
$50.9K +$50.9K +475 New
ST
170
Sageworth Trust
Pennsylvania
$49K +$49K +458 New
FC
171
FORA Capital
Florida
$40K -$38.5K -356 -49%
SWM
172
Spire Wealth Management
Virginia
$34K +$34K +316 New
CFA
173
Carroll Financial Associates
North Carolina
$25K – – –
FHA
174
First Horizon Advisors
Tennessee
$22K – – –
ACM
175
Allred Capital Management
Texas
$17.7K +$17.7K +165 New
5 6
7
8 9