Goosehead Insurance
GSHD
168 hedge funds and large institutions have $1.01B invested in Goosehead Insurance in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 34 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 52
8.64% more ownership
Funds ownership: 99.74% → 108.38% (+8.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 180 → 168 (-12)
29% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 34
36% less capital invested
Capital invested by funds: $1.58B → $1.01B (-$573M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$82.5M |
| 2 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$27.8M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$9.26M |
| 4 |
Morgan Stanley
New York
|
+$9.17M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$31.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$24.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$8.05M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.68M |
GSHD Hedge Fund Activity: Q2 2022 in Review
168 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2022, worth a combined $1.01B — down 36% from $1.58B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of GSHD and 24 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 63 added.
The largest buyer was Wasatch Advisors, adding an estimated $82.5M. The largest seller was William Blair & Company, cutting an estimated $31.2M.
- 168 institutional investors held Goosehead Insurance (GSHD) as of Q2 2022, down from 180 in Q1 2022.
- Funds reported $1.01B of Goosehead Insurance stock for Q2 2022, down 36% quarter-over-quarter.
- 24 funds opened new Goosehead Insurance positions in Q2 2022 and 34 closed out, a net change of -10 holders.
- The largest Goosehead Insurance buyer in Q2 2022 was Wasatch Advisors, an estimated $82.5M added.
- The largest Goosehead Insurance seller in Q2 2022 was William Blair & Company, an estimated $31.2M sold.
Based on aggregated 13F filings for Q2 2022.