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.
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)
Top Buyers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$79.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$27.4M |
| 3 |
Goldman Sachs
New York
|
+$9.63M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.63M |
| 5 |
BlackRock
New York
|
+$7.28M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
201
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$98K | -645 | Closed |
|
202
Group One Trading
Chicago,
Illinois
| – | -$15K | -98 | Closed |
|
|
GPA
203
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$13K | -88 | Closed |
|
|
WAS
204
Winch Advisory Services
Appleton,
Wisconsin
| – | -$5K | -33 | Closed |
|
|
HI
205
Harbour Investments
Madison,
Wisconsin
| – | -$3K | -20 | Closed |
|
|
VCM
206
Versant Capital Management
Phoenix,
Arizona
| – | -$1K | -4 | Closed |
|
|
JWA
207
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$143 | +1 | New |
|
|
PA
208
Parallel Advisors
San Francisco,
California
| – | +$143 | +1 | New |
|
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.