We are live on ! Find out more
GSHD icon

Goosehead Insurance

168 hedge funds and large institutions have $1.01B invested in Goosehead Insurance in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

8.64% more ownership

Funds ownership: 99.74%108.38% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 180168 (-12)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

36% less capital invested

Capital invested by funds: $1.58B → $1.01B (-$572M)

Holders
168
Holders Change
-12
Holders Change %
-6.67%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
63
Reduced
52
Closed
34
Calls
$594K
Puts
Net Calls
+$594K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
151
Sageworth Trust Company of South Dakota
South Dakota
$3K
PFBT
152
Parkside Financial Bank & Trust
Missouri
$2K
SAM
153
Strategic Asset Management
Minnesota
$2K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$1.53K +$923K +16,910 +130%
IA
155
IFP Advisors
Florida
$1K
MTIC
156
Missouri Trust & Investment Company
Missouri
$1K
PA
157
Parallel Advisors
California
$1K +$710 +13 New
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$1K +$1.53K +28 +311%
Capital Research Global Investors
159
Capital Research Global Investors
California
-$24.1M -306,471 Closed
ERSOT
160
Employees Retirement System of Texas
Texas
-$2.44M -31,000 Closed
Voloridge Investment Management
161
Voloridge Investment Management
Florida
-$1.97M -25,006 Closed
PA
162
Paragon Advisors
Texas
-$1.88M -23,919 Closed
Point72 Asset Management
163
Point72 Asset Management
Connecticut
-$919K -11,700 Closed
First Trust Advisors
164
First Trust Advisors
Illinois
-$611K -7,772 Closed
T. Rowe Price Associates
165
T. Rowe Price Associates
Maryland
-$502K -6,385 Closed
GCM
166
Graham Capital Management
Connecticut
-$456K -5,813 Closed
AQR Capital Management
167
AQR Capital Management
Connecticut
-$348K -4,428 Closed
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
-$324K -4,125 Closed
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
-$297K -3,775 Closed
JMPWA
170
JP Morgan Private Wealth Advisors
California
-$294K -3,737 Closed
Janus Henderson Group
171
Janus Henderson Group
United Kingdom
-$292K -3,719 Closed
CGH
172
Crossmark Global Holdings
Texas
-$271K -3,450 Closed
ProShare Advisors
173
ProShare Advisors
Maryland
-$267K -3,391 Closed
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
-$259K -3,300 Closed
Jane Street
175
Jane Street
New York
-$249K -3,174 Closed

GSHD Hedge Fund Activity: Q2 2022 in Review

168 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2022, worth a combined $1.01B — down 36% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of GSHD and 24 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was Wasatch Advisors, adding an estimated $82.5M. The largest seller was William Blair & Company, cutting an estimated $31.2M.

  • 168 institutional investors held Goosehead Insurance (GSHD) as of Q2 2022, down from 180 in Q1 2022.
  • Funds reported $1.01B of Goosehead Insurance stock for Q2 2022, down 36% quarter-over-quarter.
  • 24 funds opened new Goosehead Insurance positions in Q2 2022 and 34 closed out, a net change of -10 holders.
  • The largest Goosehead Insurance buyer in Q2 2022 was Wasatch Advisors, an estimated $82.5M added.
  • The largest Goosehead Insurance seller in Q2 2022 was William Blair & Company, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2022.