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Goosehead Insurance

180 hedge funds and large institutions have $1.58B invested in Goosehead Insurance in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

927% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $211K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

3.43% less ownership

Funds ownership: 103.16%99.74% (-3.4%)

5% less funds holding

Funds holding: 189180 (-9)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

40% less capital invested

Capital invested by funds: $2.66B → $1.58B (-$1.07B)

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
63
Reduced
66
Closed
31
Calls
$2.17M
Puts
$211K
Net Calls
+$1.96M
Net Calls Change
+$811K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$135M -$1.68M -18,872 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M +$2M +22,485 +1%
WA
3
Wasatch Advisors
Utah
$118M +$31.2M +351,769 +31%
Capital International Investors
4
Capital International Investors
California
$114M -$26.7M -300,410 -17%
BlackRock
5
BlackRock
New York
$98.5M -$261K -2,938 -0.2%
DCP
6
Durable Capital Partners
Maryland
$73.3M +$16.2M +182,952 +24%
William Blair & Company
7
William Blair & Company
Illinois
$61.8M -$89.4K -1,007 -0.1%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$55.9M -$1.04M -11,733 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$46.3M -$35M -393,965 -40%
Capital World Investors
10
Capital World Investors
California
$44.6M +$38.8M +437,576 +336%
AllianceBernstein
11
AllianceBernstein
Tennessee
$38.2M +$1.91M +21,570 +5%
State Street
12
State Street
Massachusetts
$37.2M +$4.86M +54,772 +13%
RP
13
Riverbridge Partners
Minnesota
$34.3M +$3.52M +39,657 +10%
Ameriprise
14
Ameriprise
Minnesota
$34.1M -$10.3M -116,545 -21%
WCM
15
Wildcat Capital Management
New York
$28M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$27.7M +$1.63M +18,328 +5%
AIM
17
Artemis Investment Management
United Kingdom
$26.1M -$10.7M -120,738 -27%
Capital Research Global Investors
18
Capital Research Global Investors
California
$24.1M
GIP
19
Granite Investment Partners
California
$23.3M +$8.88K +100 +0%
Northern Trust
20
Northern Trust
Illinois
$23.3M -$427K -4,806 -2%
ACM
21
AKRE Capital Management
Virginia
$23.1M
American Century Companies
22
American Century Companies
Missouri
$20.4M -$261K -2,944 -1%
Goldman Sachs
23
Goldman Sachs
New York
$19.2M -$1.84M -20,755 -8%
ONPI
24
Owls Nest Partners IA
Pennsylvania
$19.1M +$1.57M +17,659 +8%
Polen Capital Management
25
Polen Capital Management
Florida
$17M +$2.92M +32,859 +18%