Goosehead Insurance
GSHD
193 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, 68 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
41% more call options, than puts
Call options by funds: $8.77M | Put options by funds: $6.22M
9% more funds holding
Funds holding: 177 → 193 (+16)
1% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 68
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.32% less ownership
Funds ownership: 99.04% → 94.72% (-4.3%)
14% less capital invested
Capital invested by funds: $2.18B → $1.88B (-$304M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.4M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$20.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.5M |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
+$6.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$21.7M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$14.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$11.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
II
201
Inspire Investing
Meridian,
Idaho
| – | -$485K | -3,895 | Closed |
|
|
AG
202
Algert Global
San Francisco,
California
| – | -$430K | -3,450 | Closed |
|
|
IWP
203
Innova Wealth Partners
Newtown,
Pennsylvania
| – | -$208K | -1,665 | Closed |
|
|
DWA
204
Dorsey Wright & Associates
Pasadena,
California
| – | -$34K | -271 | Closed |
|
205
Simplex Trading
Chicago,
Illinois
| – | -$36.5K | -270 | Closed |
|
|
CTFG
206
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| – | -$14K | -114 | Closed |
|
|
PFBT
207
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$2K | -14 | Closed |
|
208
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$271 | +2 | New |
|
|
SOW
209
State of Wyoming
Cheyenne,
Wyoming
| – | +$406 | +3 | New |
|
GSHD Hedge Fund Activity: Q1 2021 in Review
193 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2021, worth a combined $1.88B — down 14% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new GSHD positions and 17 closed out — a net gain of 16 holders — while 69 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $61.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $22.7M.
- 193 institutional investors held Goosehead Insurance (GSHD) as of Q1 2021, up from 177 in Q4 2020.
- Funds reported $1.88B of Goosehead Insurance stock for Q1 2021, down 14% quarter-over-quarter.
- 33 funds opened new Goosehead Insurance positions in Q1 2021 and 17 closed out, a net change of +16 holders.
- The largest Goosehead Insurance buyer in Q1 2021 was Fidelity Investments, an estimated $61.4M added.
- The largest Goosehead Insurance seller in Q1 2021 was Lord, Abbett & Co, an estimated $22.7M sold.
Based on aggregated 13F filings for Q1 2021.