We are live on ! Find out more
GSHD icon

Goosehead Insurance

168 hedge funds and large institutions have $1.01B invested in Goosehead Insurance in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

8.64% more ownership

Funds ownership: 99.74%108.38% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 180168 (-12)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

36% less capital invested

Capital invested by funds: $1.58B → $1.01B (-$572M)

Holders
168
Holders Change
-12
Holders Change %
-6.67%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
63
Reduced
52
Closed
34
Calls
$594K
Puts
Net Calls
+$594K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
-$248K -3,167 Closed
ASN
177
Advisory Services Network
Georgia
-$246K -3,137 Closed
BTWM
178
Baker Tilly Wealth Management
Wisconsin
-$236K -3,000 Closed
P
179
&Partners
Tennessee
-$220K -2,800 Closed
AWS
180
Atria Wealth Solutions
New York
-$209K -2,657 Closed
CFO
181
CVA Family Office
Colorado
-$24K -300 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
182
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$18K -224 Closed
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
-$8.84K -162 -95%
GIA
184
GHP Investment Advisors
Colorado
-$5K -67 Closed
UB
185
UMB Bank
Missouri
-$2K -27 Closed
BFEC
186
Benjamin F. Edwards & Company
Missouri
-$1K -15 Closed
PK
187
Pflug Koory
Nebraska
-$1K -10 Closed
TCM
188
Tradewinds Capital Management
Washington
-$1K -10 Closed
SOW
189
State of Wyoming
Wyoming
-$1K -8 Closed
C
190
Covestor
United Kingdom
+$55 +1 +33%
GWS
191
Glassman Wealth Services
Virginia
+$109 +2 New
BTI
192
Blue Trust Inc
Georgia
+$164 +3 New
SFG
193
Steward Financial Group
Texas
+$164 +3 New
LC
194
Lindbrook Capital
California
+$273 +5 New
QCG
195
Quadrant Capital Group
Ohio
+$273 +5 New
CAL
196
Capital Advisors Ltd
Ohio
+$382 +7 New
SC
197
Schubert & Co
Texas
+$382 +7 New

GSHD Hedge Fund Activity: Q2 2022 in Review

168 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2022, worth a combined $1.01B — down 36% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of GSHD and 24 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was Wasatch Advisors, adding an estimated $82.5M. The largest seller was William Blair & Company, cutting an estimated $31.2M.

  • 168 institutional investors held Goosehead Insurance (GSHD) as of Q2 2022, down from 180 in Q1 2022.
  • Funds reported $1.01B of Goosehead Insurance stock for Q2 2022, down 36% quarter-over-quarter.
  • 24 funds opened new Goosehead Insurance positions in Q2 2022 and 34 closed out, a net change of -10 holders.
  • The largest Goosehead Insurance buyer in Q2 2022 was Wasatch Advisors, an estimated $82.5M added.
  • The largest Goosehead Insurance seller in Q2 2022 was William Blair & Company, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2022.