Goosehead Insurance
GSHD
130 hedge funds and large institutions have $682M invested in Goosehead Insurance in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
7% more funds holding
Funds holding: 121 → 130 (+9)
6% more capital invested
Capital invested by funds: $642M → $682M (+$39.4M)
2% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 47
2.7% less ownership
Funds ownership: 99.62% → 96.92% (-2.7%)
66% less call options, than puts
Call options by funds: $830K | Put options by funds: $2.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$33.2M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$12.2M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$12.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$5.74M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$5.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.6M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$11.3M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$10.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.1M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$6.96M |
GSHD Hedge Fund Activity: Q1 2020 in Review
130 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2020, worth a combined $682M — up 6.1% from $642M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new GSHD positions and 11 closed out — a net gain of 10 holders — while 46 added to existing stakes and 47 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $33.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $26.6M.
- 130 institutional investors held Goosehead Insurance (GSHD) as of Q1 2020, up from 121 in Q4 2019.
- Funds reported $682M of Goosehead Insurance stock for Q1 2020, up 6.1% quarter-over-quarter.
- 21 funds opened new Goosehead Insurance positions in Q1 2020 and 11 closed out, a net change of +10 holders.
- The largest Goosehead Insurance buyer in Q1 2020 was AllianceBernstein, an estimated $33.2M added.
- The largest Goosehead Insurance seller in Q1 2020 was T. Rowe Price Associates, an estimated $26.6M sold.
Based on aggregated 13F filings for Q1 2020.