Goosehead Insurance
GSHD
181 hedge funds and large institutions have $3.06B invested in Goosehead Insurance in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 21 closing their positions.
138% more call options, than puts
Call options by funds: $6.44M | Put options by funds: $2.71M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
27% more capital invested
Capital invested by funds: $2.4B → $3.06B (+$655M)
3% more funds holding
Funds holding: 175 → 181 (+6)
1.36% more ownership
Funds ownership: 102.02% → 103.37% (+1.4%)
17% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$189M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$59.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$36.8M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$29.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCI
Zevenbergen Capital Investments
Edmonds,
Washington
|
-$42.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$24.2M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$21.8M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$20.8M |
GSHD Hedge Fund Activity: Q3 2021 in Review
181 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2021, worth a combined $3.06B — up 27% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GSHD positions and 21 closed out — a net gain of 6 holders — while 58 added to existing stakes and 70 trimmed.
The largest buyer was Capital International Investors, adding an estimated $189M. The largest seller was Zevenbergen Capital Investments, exiting entirely with an estimated $42.8M sold.
- 181 institutional investors held Goosehead Insurance (GSHD) as of Q3 2021, up from 175 in Q2 2021.
- Funds reported $3.06B of Goosehead Insurance stock for Q3 2021, up 27% quarter-over-quarter.
- 27 funds opened new Goosehead Insurance positions in Q3 2021 and 21 closed out, a net change of +6 holders.
- The largest Goosehead Insurance buyer in Q3 2021 was Capital International Investors, an estimated $189M added.
- The largest Goosehead Insurance seller in Q3 2021 was Zevenbergen Capital Investments, an estimated $42.8M sold.
Based on aggregated 13F filings for Q3 2021.