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Goosehead Insurance
GSHD

189 hedge funds and large institutions have $2.66B invested in Goosehead Insurance in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

41% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $2.78M

4% more funds holding

Funds holding: 181 → 189 (+8)

0.21% less ownership

Funds ownership: 103.37% → 103.16% (-0.21%)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

13% less capital invested

Capital invested by funds: $3.05B → $2.66B (-$400M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
189
Holders Change
+8
Holders Change %
+4.42%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
64
Reduced
67
Closed
21
Calls
$3.93M
Puts
$2.78M
Net Calls
+$1.15M
Net Calls Change
-$2.58M

Top Buyers

1
WA
Wasatch Advisors
Utah
+$79.6M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$27.4M
3
Goldman Sachs
Goldman Sachs
New York
+$9.63M
4
Ameriprise
Ameriprise
Minnesota
+$8.63M
5
BlackRock
BlackRock
New York
+$7.28M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$120M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$49.5M
3
DCM
Driehaus Capital Management
Illinois
-$22.2M
4
Capital International Investors
Capital International Investors
California
-$20.7M
5
DCP
Durable Capital Partners
Maryland
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$7K +$7.17K +50 New
RFA
177
Reilly Financial Advisors
California
$6K +$6.89K +48 New
FF
178
FourThought Financial
Florida
$5K -$1.29K -9 -20%
DFCM
179
Dark Forest Capital Management
Puerto Rico
$5K +$5.02K +35 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.72K +12 New
MTIC
181
Missouri Trust & Investment Company
Missouri
$2K +$1.72K +12 New
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22K -$12.9K -90 -0.9%
PK
183
Pflug Koory
Nebraska
$1K – – –
SOW
184
State of Wyoming
Wyoming
$1K – – –
TCM
185
Tradewinds Capital Management
Washington
$1K – – –
C
186
Covestor
United Kingdom
$1K +$717 +5 New
DCM
187
Driehaus Capital Management
Illinois
– -$22.2M -145,687 Closed
NC
188
Nicholas Company
Wisconsin
– -$4.55M -11,580 Closed
SO
189
STRS Ohio
Ohio
– -$1.11M -7,300 Closed
PHK
190
Point72 Hong Kong
Hong Kong
– -$354K -2,322 Closed
State of Wisconsin Investment Board
191
State of Wisconsin Investment Board
Wisconsin
– -$350K -2,300 Closed
IWS
192
Insight Wealth Strategies
California
– -$316K -2,075 Closed
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
– -$250K -1,642 Closed
RJA
194
Raymond James & Associates
Florida
– -$250K -1,639 Closed
Prudential Financial
195
Prudential Financial
New Jersey
– -$236K -1,595 Closed
ACS
196
Archford Capital Strategies
Illinois
– -$228K -1,500 Closed
HSA
197
HBK Sorce Advisory
Pennsylvania
– -$223K -1,465 Closed
CT
198
Chicago Trust
Illinois
– -$215K -1,415 Closed
ATC
199
Argent Trust Co
Tennessee
– -$209K -1,375 Closed
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
– -$208K -1,367 Closed
5 6 7
8
9

GSHD Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2021, worth a combined $2.66B — down 13% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GSHD positions and 21 closed out — a net gain of 9 holders — while 64 added to existing stakes and 67 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $79.6M. The largest seller was Wells Fargo, cutting an estimated $120M.

  • 189 institutional investors held Goosehead Insurance (GSHD) as of Q4 2021, up from 181 in Q3 2021.
  • Funds reported $2.66B of Goosehead Insurance stock for Q4 2021, down 13% quarter-over-quarter.
  • 30 funds opened new Goosehead Insurance positions in Q4 2021 and 21 closed out, a net change of +9 holders.
  • The largest Goosehead Insurance buyer in Q4 2021 was Wasatch Advisors, an estimated $79.6M added.
  • The largest Goosehead Insurance seller in Q4 2021 was Wells Fargo, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2021.