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Goosehead Insurance

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

7% less funds holding

Funds holding: 180168 (-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 (-$572M)

Holders
168
Holders Change
-12
Holders Change %
-6.67%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
63
Reduced
52
Closed
34
Calls
$594K
Puts
Net Calls
+$594K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$137M +$82.5M +1,511,105 +101%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$86.4M +$9.26M +169,687 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$78.9M +$2.15M +39,428 +2%
Capital International Investors
4
Capital International Investors
California
$59.8M -$8.05M -147,464 -10%
BlackRock
5
BlackRock
New York
$57.1M -$184K -3,369 -0.3%
DCP
6
Durable Capital Partners
Maryland
$40.7M -$2.22M -40,668 -4%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$31.8M -$790K -14,465 -2%
Capital World Investors
8
Capital World Investors
California
$25.9M
DDC
9
DF Dent & Co
Maryland
$25M +$27.8M +509,744 +1,343%
State Street
10
State Street
Massachusetts
$23.8M +$2.58M +47,194 +10%
Ameriprise
11
Ameriprise
Minnesota
$23.3M +$4.18M +76,630 +18%
AllianceBernstein
12
AllianceBernstein
Tennessee
$21.7M -$626K -11,475 -2%
RP
13
Riverbridge Partners
Minnesota
$19.4M -$695K -12,727 -3%
ONPI
14
Owls Nest Partners IA
Pennsylvania
$18.3M +$8.58M +157,183 +65%
GIP
15
Granite Investment Partners
California
$16.7M +$3.81M +69,738 +24%
WCM
16
Wildcat Capital Management
New York
$16.3M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16M -$107K -1,958 -0.6%
ACM
18
AKRE Capital Management
Virginia
$15.9M +$3M +55,000 +19%
Northern Trust
19
Northern Trust
Illinois
$14.8M +$1.51M +27,578 +9%
AIM
20
Artemis Investment Management
United Kingdom
$14.4M -$1.04M -19,099 -6%
American Century Companies
21
American Century Companies
Missouri
$12.7M +$1.03M +18,944 +7%
Goldman Sachs
22
Goldman Sachs
New York
$10.9M -$258K -4,734 -2%
Polen Capital Management
23
Polen Capital Management
Florida
$10.6M +$883K +16,174 +7%
Morgan Stanley
24
Morgan Stanley
New York
$10.5M +$9.17M +167,961 +267%
SEI Investments
25
SEI Investments
Pennsylvania
$10.2M +$9.01M +165,074 +280%

GSHD Hedge Fund Activity: Q2 2022 in Review

168 of the 5,936 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.