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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 %
ATC
151
Argent Trust Co
Tennessee
$209K +$209K +1,375 New
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$208K +$208K +1,367 New
Canada Life
153
Canada Life
Manitoba, Canada
$162K – – –
CSS
154
Cubist Systematic Strategies
Connecticut
$98K -$1.09M -7,189 -92%
AF
155
Allworth Financial
California
$95K +$95K +625 New
Fidelity International
156
Fidelity International
Bermuda
$94K -$24.5M -161,822 -100%
SPIA
157
Steward Partners Investment Advisory
New York
$85K -$26.4K -174 -24%
ST
158
Sageworth Trust
Pennsylvania
$70K – – –
FHA
159
First Horizon Advisors
Tennessee
$50K -$20.7K -136 -29%
SWM
160
Spire Wealth Management
Virginia
$48K – – –
CFA
161
Carroll Financial Associates
North Carolina
$36K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
162
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34K -$10K -66 -23%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$28K +$27.6K +184 +6,133%
TRCT
164
Tower Research Capital (TRC)
New York
$25K -$806K -5,193 -97%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$18K +$12.1K +81 +203%
Group One Trading
166
Group One Trading
Illinois
$15K +$15K +98 New
GPA
167
Guidance Point Advisors
Massachusetts
$13K +$13K +88 New
PCG
168
Private Capital Group
Connecticut
$10K – – –
RA
169
Rational Advisors
New York
$10K +$10K +68 New
TWA
170
TCI Wealth Advisors
Arizona
$8K +$4.07K +28 +104%
FF
171
FourThought Financial
Florida
$6K – – –
WAS
172
Winch Advisory Services
Wisconsin
$5K +$1.21K +8 +32%
HI
173
Harbour Investments
Wisconsin
$3K -$3.45K -23 -53%
TCM
174
Tradewinds Capital Management
Washington
$2K – – –
BCA
175
Berman Capital Advisors
Georgia
$2K +$1.57K +11 +367%
4 5 6
7
8