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Goosehead Insurance
GSHD
GSHD
183 hedge funds and large institutions have $1.5B invested in Goosehead Insurance in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 58 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
5,208% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $25K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
20% more capital invested
Capital invested by funds: $1.25B → $1.5B (+$254M)
4% more funds holding
Funds holding: 176 → 183 (+7)
2% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 58
11.21% less ownership
Funds ownership: 112.59% → 101.38% (-11%)
Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
57
Reduced
58
Closed
24
Calls
$1.33M
Puts
$25K
Net Calls
+$1.3M
Net Calls Change
+$890K
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$18M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$11M |
| 3 |
BlackRock
New York
|
+$7.58M |
| 4 |
3CP
3G Capital Partners
New York
|
+$6.02M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$5.25M |
Top Sellers
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$13.3M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$12.4M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.67M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.94M |
| 5 |
Millennium Management
New York
|
-$4.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
201
HighMark Wealth Management
St. Paul,
Minnesota
| – | -$3.92K | -75 | Closed |
|
202
Creative Planning
Overland Park,
Kansas
| – | -$679 | -13 | Closed |
|
|
SC
203
Schubert & Co
Mckinney,
Texas
| – | -$314 | -6 | Closed |
|
|
AF
204
Advisornet Financial
Minnetonka,
Minnesota
| – | -$104 | -2 | Closed |
|