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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
S
151
SignatureFD
Georgia
$618 -$3.71K -99 -85%
QCG
152
Quadrant Capital Group
Ohio
$309 +$37 +1 +13%
FFA
153
Farther Finance Advisors
California
$309 +$337 +9 New
AWM
154
Accurate Wealth Management
Florida
$207 +$225 +6 New
LC
155
Lindbrook Capital
California
$172 -$337 -9 -64%
AF
156
Allworth Financial
California
$172 -$150 -4 -44%
CAS
157
Coppell Advisory Solutions
Texas
$172 +$187 +5 New
CASC
158
Coppell Advisory Solutions Corp
Texas
$172 +$187 +5 New
JWA
159
JFS Wealth Advisors
Pennsylvania
$172 +$187 +5 New
SC
160
Schubert & Co
Texas
$172 +$187 +5 New
CTA
161
Colonial Trust Advisors
South Carolina
$137 +$150 +4 New
GWS
162
Glassman Wealth Services
Virginia
$103
SIC
163
SJS Investment Consulting
Ohio
$69 +$37 +1 +100%
AF
164
Advisornet Financial
Minnesota
$34 +$37 +1 New
DI
165
Disciplined Investments
Oklahoma
$34 +$37 +1 New
GIP
166
Granite Investment Partners
California
-$11.1M -312,183 Closed
Capital International Investors
167
Capital International Investors
California
-$10.4M -291,232 Closed
PCM
168
Peregrine Capital Management
Minnesota
-$5.3M -148,724 Closed
HGM
169
Highside Global Management
Texas
-$2.74M -76,768 Closed
Jennison Associates
170
Jennison Associates
New York
-$2.43M -68,204 Closed
TC
171
TwinBeech Capital
New York
-$1.63M -45,686 Closed
Macquarie Group
172
Macquarie Group
Australia
-$1.33M -36,861 Closed
GCM
173
Graham Capital Management
Connecticut
-$1.25M -35,181 Closed
Holocene Advisors
174
Holocene Advisors
New York
-$645K -18,093 Closed
WAM
175
Weiss Asset Management
Massachusetts
-$616K -17,272 Closed

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.