Goosehead Insurance
GSHD
165 hedge funds and large institutions have $1.43B invested in Goosehead Insurance in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 58 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
16% more capital invested
Capital invested by funds: $1.23B → $1.43B (+$197M)
12% more funds holding
Funds holding: 147 → 165 (+18)
2% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 58
6.27% less ownership
Funds ownership: 102.15% → 95.88% (-6.3%)
14% less call options, than puts
Call options by funds: $1.99M | Put options by funds: $2.32M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.5M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$15.6M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$12.3M |
| 4 |
FAM
Fred Alger Management
New York
|
+$11.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$19.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.2M |
| 3 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
-$15M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$12.9M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$9.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Wolverine Trading
Chicago,
Illinois
| – | -$292K | -4,018 | Closed |
|
|
QCG
177
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$36K | -483 | Closed |
|
|
BFEC
178
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$36K | -476 | Closed |
|
|
CG
179
Cutler Group
San Francisco,
California
| – | -$24K | -320 | Closed |
|
|
PA
180
Procyon Advisors
Shelton,
Connecticut
| – | -$4K | -53 | Closed |
|
GSHD Hedge Fund Activity: Q3 2020 in Review
165 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2020, worth a combined $1.43B — up 16% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new GSHD positions and 15 closed out — a net gain of 18 holders — while 57 added to existing stakes and 58 trimmed.
The largest buyer was Vanguard Group, adding an estimated $20.5M. The largest seller was Next Century Growth Investors, cutting an estimated $19.5M.
- 165 institutional investors held Goosehead Insurance (GSHD) as of Q3 2020, up from 147 in Q2 2020.
- Funds reported $1.43B of Goosehead Insurance stock for Q3 2020, up 16% quarter-over-quarter.
- 33 funds opened new Goosehead Insurance positions in Q3 2020 and 15 closed out, a net change of +18 holders.
- The largest Goosehead Insurance buyer in Q3 2020 was Vanguard Group, an estimated $20.5M added.
- The largest Goosehead Insurance seller in Q3 2020 was Next Century Growth Investors, an estimated $19.5M sold.
Based on aggregated 13F filings for Q3 2020.