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Goosehead Insurance
GSHD

162 hedge funds and large institutions have $796M invested in Goosehead Insurance in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 40 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $516K

90% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 40

0.65% more ownership

Funds ownership: 108.38% → 109.03% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 168 → 162 (-6)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

21% less capital invested

Capital invested by funds: $1.01B → $796M (-$213M)

Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
76
Reduced
40
Closed
31
Calls
$2.85M
Puts
$516K
Net Calls
+$2.34M
Net Calls Change
+$1.75M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$61.4M
2
DDC
DF Dent & Co
Maryland
+$15.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$14M
4
Millennium Management
Millennium Management
New York
+$12.2M
5
ONPI
Owls Nest Partners IA
Pennsylvania
+$9.04M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$52.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$23.6M
3
Ameriprise
Ameriprise
Minnesota
-$23.3M
4
WA
Wasatch Advisors
Utah
-$18.8M
5
AIM
Artemis Investment Management
United Kingdom
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$110M +$61.4M +1,182,690 +63%
WA
2
Wasatch Advisors
Utah
$94.3M -$18.8M -361,700 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.1M +$2.19M +42,116 +2%
BlackRock
4
BlackRock
New York
$50M +$7.87M +151,584 +12%
DCP
5
Durable Capital Partners
Maryland
$35.6M +$5.55M +106,849 +12%
DDC
6
DF Dent & Co
Maryland
$30.2M +$15.5M +299,201 +55%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$24.4M -$707K -13,622 -2%
ONPI
8
Owls Nest Partners IA
Pennsylvania
$20.5M +$9.04M +174,124 +44%
Capital World Investors
9
Capital World Investors
California
$20.2M – – –
State Street
10
State Street
Massachusetts
$17.6M -$1.45M -27,949 -5%
RP
11
Riverbridge Partners
Minnesota
$15M -$155K -2,990 -0.7%
Goldman Sachs
12
Goldman Sachs
New York
$13.9M +$7.83M +150,865 +63%
American Century Companies
13
American Century Companies
Missouri
$13.2M +$4.81M +92,596 +33%
Millennium Management
14
Millennium Management
New York
$12.9M +$12.2M +235,002 +186%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.8M +$461K +8,882 +3%
WCM
16
Wildcat Capital Management
New York
$12.7M – – –
Northern Trust
17
Northern Trust
Illinois
$11.4M -$277K -5,343 -2%
Polen Capital Management
18
Polen Capital Management
Florida
$11.2M +$4.21M +81,171 +35%
GIP
19
Granite Investment Partners
California
$11.1M -$2.82M -54,298 -15%
Morgan Stanley
20
Morgan Stanley
New York
$10.6M +$3.52M +67,857 +29%
Capital International Investors
21
Capital International Investors
California
$10.4M -$52.9M -1,017,817 -78%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$9.61M +$14M +269,500 New
ACM
23
AKRE Capital Management
Virginia
$8.68M -$5.44M -104,694 -30%
SEI Investments
24
SEI Investments
Pennsylvania
$8.65M +$969K +18,662 +8%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$7.83M +$2.18M +41,920 +24%
1
2 3 4 5

GSHD Hedge Fund Activity: Q3 2022 in Review

162 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q3 2022, worth a combined $796M — down 21% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of GSHD and 26 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 76 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $61.4M. The largest seller was Capital International Investors, cutting an estimated $52.9M.

  • 162 institutional investors held Goosehead Insurance (GSHD) as of Q3 2022, down from 168 in Q2 2022.
  • Funds reported $796M of Goosehead Insurance stock for Q3 2022, down 21% quarter-over-quarter.
  • 26 funds opened new Goosehead Insurance positions in Q3 2022 and 31 closed out, a net change of -5 holders.
  • The largest Goosehead Insurance buyer in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $61.4M added.
  • The largest Goosehead Insurance seller in Q3 2022 was Capital International Investors, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2022.