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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 %
WP
151
WealthShield Partners
North Carolina
$140K +$140K +1,100 New
ASN
152
Advisory Services Network
Georgia
$139K +$139K +1,093 New
Canada Life
153
Canada Life
Manitoba, Canada
$135K – – –
SG Americas Securities
154
SG Americas Securities
New York
$109K -$189K -1,488 -63%
SPIA
155
Steward Partners Investment Advisory
New York
$93K +$32.8K +259 +55%
FHA
156
First Horizon Advisors
Tennessee
$59K +$32.9K +259 +126%
ST
157
Sageworth Trust
Pennsylvania
$58K – – –
SWM
158
Spire Wealth Management
Virginia
$40K – – –
CFO
159
CVA Family Office
Colorado
$38K +$38K +300 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
160
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37K -$102K -802 -73%
CFA
161
Carroll Financial Associates
North Carolina
$30K – – –
PCG
162
Private Capital Group
Connecticut
$8K – – –
HI
163
Harbour Investments
Wisconsin
$6K +$2.65K +19 +79%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$5K -$1K -8 -17%
FF
165
FourThought Financial
Florida
$5K – – –
TWA
166
TCI Wealth Advisors
Arizona
$3K -$222 -2 -7%
WAS
167
Winch Advisory Services
Wisconsin
$3K +$3K +25 New
AIG
168
American International Group
New York
$1.26K +$285 +2,236 +29%
TCM
169
Tradewinds Capital Management
Washington
$1K – – –
PK
170
Pflug Koory
Nebraska
$1K +$1K +6 New
SOW
171
State of Wyoming
Wyoming
$1K +$700 +7 +233%
Loomis, Sayles & Company
172
Loomis, Sayles & Company
Massachusetts
– -$66.6M -621,337 Closed
AII
173
AGF Investments Inc
Ontario, Canada
– -$8.57M -80,000 Closed
Millennium Management
174
Millennium Management
New York
– -$5.67M -52,870 Closed
GIPM
175
G2 Investment Partners Management
New York
– -$5.09M -47,500 Closed
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