We are live on ! Find out more
GSHD icon

Goosehead Insurance

177 hedge funds and large institutions have $2.18B invested in Goosehead Insurance in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $2.62M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

52% more capital invested

Capital invested by funds: $1.43B → $2.18B (+$749M)

7% more funds holding

Funds holding: 165177 (+12)

3.16% more ownership

Funds ownership: 95.88%99.04% (+3.2%)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

Holders
177
Holders Change
+12
Holders Change %
+7.27%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
63
Reduced
61
Closed
19
Calls
$7.34M
Puts
$2.62M
Net Calls
+$4.72M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$275M +$1.33M +11,632 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$175M +$21.9M +191,428 +16%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$150M +$138M +1,203,771 +177,547%
BlackRock
4
BlackRock
New York
$125M +$11.6M +101,485 +11%
William Blair & Company
5
William Blair & Company
Illinois
$96.9M -$1.14M -9,955 -1%
WA
6
Wasatch Advisors
Utah
$88.7M -$6.61M -57,791 -8%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$86.3M -$488K -4,268 -0.6%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$81.4M -$3.34M -29,207 -4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$62.3M -$31.9M -278,860 -36%
DCP
10
Durable Capital Partners
Maryland
$60.8M
FAM
11
Fred Alger Management
New York
$56.5M +$8.77M +76,711 +20%
ZCI
12
Zevenbergen Capital Investments
Washington
$43.7M -$6.75M -59,065 -14%
Wells Fargo
13
Wells Fargo
California
$37.4M -$472K -4,133 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$35.3M +$4.02M +35,149 +14%
State Street
15
State Street
Massachusetts
$33.7M +$1.06M +9,268 +4%
RP
16
Riverbridge Partners
Minnesota
$32.4M +$3.17M +27,738 +12%
PFM
17
Premier Fund Managers
United Kingdom
$31.9M
Jennison Associates
18
Jennison Associates
New York
$30.5M -$16.5M -144,381 -37%
ACM
19
AKRE Capital Management
Virginia
$30.4M
DCM
20
Driehaus Capital Management
Illinois
$29.8M +$5.01M +43,843 +23%
Northern Trust
21
Northern Trust
Illinois
$29.1M +$745K +6,513 +3%
GIP
22
Granite Investment Partners
California
$28.9M +$349K +3,057 +1%
WCM
23
Wildcat Capital Management
New York
$26.5M
American Century Companies
24
American Century Companies
Missouri
$26M -$3.08M -26,954 -11%
PCM
25
Peregrine Capital Management
Minnesota
$26M -$7.54M -65,929 -24%

GSHD Hedge Fund Activity: Q4 2020 in Review

177 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2020, worth a combined $2.18B — up 52% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSHD positions and 19 closed out — a net gain of 13 holders — while 63 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $138M. The largest seller was AllianceBernstein, cutting an estimated $31.9M.

  • 177 institutional investors held Goosehead Insurance (GSHD) as of Q4 2020, up from 165 in Q3 2020.
  • Funds reported $2.18B of Goosehead Insurance stock for Q4 2020, up 52% quarter-over-quarter.
  • 32 funds opened new Goosehead Insurance positions in Q4 2020 and 19 closed out, a net change of +13 holders.
  • The largest Goosehead Insurance buyer in Q4 2020 was Fidelity Investments, an estimated $138M added.
  • The largest Goosehead Insurance seller in Q4 2020 was AllianceBernstein, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2020.