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Goosehead Insurance

180 hedge funds and large institutions have $1.58B invested in Goosehead Insurance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

927% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $211K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

3.43% less ownership

Funds ownership: 103.16%99.74% (-3.4%)

5% less funds holding

Funds holding: 189180 (-9)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

40% less capital invested

Capital invested by funds: $2.66B → $1.58B (-$1.07B)

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
63
Reduced
66
Closed
31
Calls
$2.17M
Puts
$211K
Net Calls
+$1.96M
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
176
Renaissance Technologies
New York
-$3.94M -30,300 Closed
PP
177
PDT Partners
New York
-$3.24M -24,900 Closed
AR
178
Advisory Research
Illinois
-$3.02M -23,179 Closed
State of New Jersey Common Pension Fund D
179
State of New Jersey Common Pension Fund D
New Jersey
-$2.79M -21,442 Closed
AI
180
Atria Investments
North Carolina
-$1.91M -14,699 Closed
GT
181
Glenmede Trust
Pennsylvania
-$1.69M -12,967 Closed
JAM
182
Jupiter Asset Management
United Kingdom
-$1.47M -11,418 Closed
Millennium Management
183
Millennium Management
New York
-$1.36M -10,431 Closed
MCIA
184
Mountain Capital Investment Advisors
Colorado
-$985K -9,063 Closed
Select Equity Group
185
Select Equity Group
New York
-$1.08M -8,332 Closed
PI
186
PEAK6 Investments
Illinois
-$525K -4,037 Closed
LIP
187
Liontrust Investment Partners
United Kingdom
-$520K -4,000 Closed
LPL Financial
188
LPL Financial
California
-$412K -3,165 Closed
MA
189
Mosaic Advisors
Texas
-$390K -3,000 Closed
PWS
190
Precision Wealth Strategies
Missouri
-$326K -2,505 Closed
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
-$184K -2,070 Closed
Principal Financial Group
192
Principal Financial Group
Iowa
-$234K -1,798 Closed
MOS
193
MGO One Seven
Ohio
-$230K -1,768 Closed
VAS
194
Vestmark Advisory Solutions
Massachusetts
-$225K -1,728 Closed
HSBC Holdings
195
HSBC Holdings
United Kingdom
-$208K -1,605 Closed
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
-$207K -1,593 Closed
Simplex Trading
197
Simplex Trading
Illinois
-$107K -1,204 Closed
Fidelity International
198
Fidelity International
Bermuda
-$85K -653 Closed
FHA
199
First Horizon Advisors
Tennessee
-$42K -329 Closed
RA
200
Rational Advisors
New York
-$21K -163 Closed

GSHD Hedge Fund Activity: Q1 2022 in Review

180 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2022, worth a combined $1.58B — down 40% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of GSHD and 25 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 63 added.

The largest buyer was Capital World Investors, adding an estimated $38.8M. The largest seller was Fidelity Investments, cutting an estimated $35M.

  • 180 institutional investors held Goosehead Insurance (GSHD) as of Q1 2022, down from 189 in Q4 2021.
  • Funds reported $1.58B of Goosehead Insurance stock for Q1 2022, down 40% quarter-over-quarter.
  • 25 funds opened new Goosehead Insurance positions in Q1 2022 and 31 closed out, a net change of -6 holders.
  • The largest Goosehead Insurance buyer in Q1 2022 was Capital World Investors, an estimated $38.8M added.
  • The largest Goosehead Insurance seller in Q1 2022 was Fidelity Investments, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2022.