We are live on ! Find out more
GSHD icon

Goosehead Insurance
GSHD

181 hedge funds and large institutions have $3.05B invested in Goosehead Insurance in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $6.44M | Put options by funds: $2.71M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

27% more capital invested

Capital invested by funds: $2.4B → $3.05B (+$657M)

4% more funds holding

Funds holding: 174 → 181 (+7)

1.38% more ownership

Funds ownership: 101.99% → 103.37% (+1.4%)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
28
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
Capital International Investors
California
+$189M
2
Ameriprise
Ameriprise
Minnesota
+$59.5M
3
Wells Fargo
Wells Fargo
California
+$36.8M
4
AIM
Artemis Investment Management
United Kingdom
+$29.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$22.6M

Top Sellers

1
ZCI
Zevenbergen Capital Investments
Washington
-$42.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.9M
3
Invesco
Invesco
Georgia
-$24.2M
4
Fidelity International
Fidelity International
Bermuda
-$21.8M
5
WA
Wasatch Advisors
Utah
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
176
Berman Capital Advisors
Georgia
$2K +$1.48K +11 +367%
SOW
177
State of Wyoming
Wyoming
$1K -$539 -4 -40%
PK
178
Pflug Koory
Nebraska
$1K – – –
VCM
179
Versant Capital Management
Arizona
$1K +$539 +4 New
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$152 +$135K +1,000 New
ZCI
181
Zevenbergen Capital Investments
Washington
– -$42.8M -336,390 Closed
Norges Bank
182
Norges Bank
Norway
– -$15.8M -124,000 Closed
Alyeska Investment Group
183
Alyeska Investment Group
Illinois
– -$7.7M -60,507 Closed
PI
184
PEAK6 Investments
Illinois
– -$3.45M -25,597 Closed
RAM
185
Redmond Asset Management
Virginia
– -$2.42M -19,021 Closed
Schroder Investment Management Group
186
Schroder Investment Management Group
United Kingdom
– -$1.74M -13,681 Closed
SGI
187
Summit Global Investments
Utah
– -$1.21M -9,500 Closed
VIA
188
Vident Investment Advisory
Georgia
– -$1.13M -8,881 Closed
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
– -$893K -6,622 Closed
FMT
190
First Mercantile Trust
Tennessee
– -$535K -4,200 Closed
Victory Capital Management
191
Victory Capital Management
Texas
– -$510K -4,005 Closed
Wolverine Trading
192
Wolverine Trading
Illinois
– -$496K -3,681 Closed
DFCM
193
Dark Forest Capital Management
Puerto Rico
– -$463K -3,636 Closed
FIM
194
Freedom Investment Management
Connecticut
– -$336K -2,638 Closed
PAS
195
Park Avenue Securities
New York
– -$313K -2,458 Closed
MML Investors Services
196
MML Investors Services
Massachusetts
– -$305K -2,397 Closed
DBT
197
Dubuque Bank & Trust
Iowa
– -$278K -2,185 Closed
Jane Street
198
Jane Street
New York
– -$254K -1,887 Closed
WP
199
WealthShield Partners
North Carolina
– -$140K -1,100 Closed
ASN
200
Advisory Services Network
Georgia
– -$139K -1,093 Closed
5 6 7
8
9

GSHD Hedge Fund Activity: Q3 2021 in Review

181 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2021, worth a combined $3.05B — up 27% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new GSHD positions and 21 closed out — a net gain of 7 holders — while 58 added to existing stakes and 69 trimmed.

The largest buyer was Capital International Investors, adding an estimated $189M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $42.8M sold.

  • 181 institutional investors held Goosehead Insurance (GSHD) as of Q3 2021, up from 174 in Q2 2021.
  • Funds reported $3.05B of Goosehead Insurance stock for Q3 2021, up 27% quarter-over-quarter.
  • 28 funds opened new Goosehead Insurance positions in Q3 2021 and 21 closed out, a net change of +7 holders.
  • The largest Goosehead Insurance buyer in Q3 2021 was Capital International Investors, an estimated $189M added.
  • The largest Goosehead Insurance seller in Q3 2021 was Zevenbergen Capital Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q3 2021.