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Goosehead Insurance

181 hedge funds and large institutions have $3.05B invested in Goosehead Insurance in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 35 (+2)

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

27% more capital invested

Capital invested by funds: $2.4B → $3.05B (+$657M)

4% more funds holding

Funds holding: 174181 (+7)

1.38% more ownership

Funds ownership: 101.99%103.37% (+1.4%)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
28
Increased
58
Reduced
69
Closed
21
Calls
$6.44M
Puts
$2.71M
Net Calls
+$3.73M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$318M -$11M -81,534 -4%
Capital International Investors
2
Capital International Investors
California
$289M +$189M +1,400,428 +280%
Vanguard Group
3
Vanguard Group
Pennsylvania
$247M +$11.4M +84,877 +6%
BlackRock
4
BlackRock
New York
$184M -$1.03M -7,672 -0.6%
Wells Fargo
5
Wells Fargo
California
$163M +$36.8M +272,687 +34%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$146M -$35.9M -266,203 -22%
DCP
7
Durable Capital Partners
Maryland
$126M -$5.87M -43,495 -5%
William Blair & Company
8
William Blair & Company
Illinois
$121M +$2.9M +21,481 +3%
WA
9
Wasatch Advisors
Utah
$89.8M -$20.8M -154,454 -21%
Ameriprise
10
Ameriprise
Minnesota
$74.7M +$59.5M +441,272 +885%
AIM
11
Artemis Investment Management
United Kingdom
$71.2M +$29.4M +217,741 +87%
AllianceBernstein
12
AllianceBernstein
Tennessee
$63.9M -$8.74M -64,797 -13%
State Street
13
State Street
Massachusetts
$60.9M -$7.84M -58,122 -13%
RP
14
Riverbridge Partners
Minnesota
$58.1M -$62.7K -465 -0.1%
WCM
15
Wildcat Capital Management
New York
$54.6M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$48.1M +$1.53M +11,319 +4%
FAM
17
Fred Alger Management
New York
$47.1M -$2.72M -20,189 -6%
Northern Trust
18
Northern Trust
Illinois
$45.3M -$944 -7 -0%
ACM
19
AKRE Capital Management
Virginia
$44.7M
GIP
20
Granite Investment Partners
California
$42.6M -$1.04M -7,695 -3%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$39.4M +$22.6M +167,332 +183%
ACM
22
Ashford Capital Management
Delaware
$36.1M +$204K +1,510 +0.6%
ONPI
23
Owls Nest Partners IA
Pennsylvania
$34.8M -$2.37M -17,599 -7%
American Century Companies
24
American Century Companies
Missouri
$34.5M +$8.75M +64,886 +40%
Goldman Sachs
25
Goldman Sachs
New York
$30.2M +$8.07M +59,856 +43%