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Goosehead Insurance
GSHD

Overview Fund Activity

192 hedge funds and large institutions have $1.88B invested in Goosehead Insurance in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+16
Holders Change %
+9.09%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
69
Reduced
67
Closed
17
Calls
$8.77M
Puts
$6.22M
Net Calls
+$2.55M
Net Calls Change
-$2.17M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$178M
2
AIM
2
Artemis Investment Management
United Kingdom
$25.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$161M
4
Wells Fargo
4
Wells Fargo
California
$41.2M
5
Polen Capital Management
5
Polen Capital Management
Florida
$13.4M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$52M
2
American Century Companies
2
American Century Companies
Missouri
$5.12M
3
WA
3
Wasatch Advisors
Utah
$65M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.42M
5
DCM
5
Driehaus Capital Management
Illinois
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$17K +$17K +156 New
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$7K – – –
PCG
178
Private Capital Group
Connecticut
$7K +$5.49K +51 +364%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$5K +$5K +48 New
QT
180
Quantbot Technologies
New York
$5K +$5K +55 New
FF
181
FourThought Financial
Florida
$4K – – –
PA
182
Parallel Advisors
California
$4K +$4K +40 New
IAIM
183
International Assets Investment Management
Florida
$3K – – –
HI
184
Harbour Investments
Wisconsin
$3K +$3K +24 New
TWA
185
TCI Wealth Advisors
Arizona
$3K +$3K +29 New
NFG
186
Next Financial Group
Texas
$2K +$174 +2 +10%
TCM
187
Tradewinds Capital Management
Washington
$1K – – –
AIG
188
American International Group
New York
$824 +$2 +20 +0.3%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$43 – – –
Federated Hermes
190
Federated Hermes
Pennsylvania
– -$5.05M -40,496 Closed
LCG
191
Lisanti Capital Growth
New York
– -$3.36M -26,948 Closed
CSS
192
Cubist Systematic Strategies
Connecticut
– -$1.81M -14,507 Closed
EI
193
EAM Investors
California
– -$1.42M -11,352 Closed
Sumitomo Mitsui Trust Group
194
Sumitomo Mitsui Trust Group
Japan
– -$996K -7,987 Closed
Creative Planning
195
Creative Planning
Kansas
– -$635K -5,091 Closed
Renaissance Technologies
196
Renaissance Technologies
New York
– -$574K -4,600 Closed
ET
197
Equitable Trust
Tennessee
– -$525K -4,208 Closed
D.E. Shaw & Co
198
D.E. Shaw & Co
New York
– -$512K -4,102 Closed
Los Angeles Capital Management
199
Los Angeles Capital Management
California
– -$490K -3,926 Closed
II
200
Inspire Investing
Idaho
– -$485K -3,895 Closed
5 6 7
8
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