Goosehead Insurance
GSHD
176 hedge funds and large institutions have $1.25B invested in Goosehead Insurance in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 21 closing their positions.
81% more call options, than puts
Call options by funds: $918K | Put options by funds: $506K
58% more capital invested
Capital invested by funds: $789M → $1.25B (+$457M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
38% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 47
5% more funds holding
Funds holding: 168 → 176 (+8)
4.07% more ownership
Funds ownership: 108.52% → 112.59% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.6M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$10.9M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$10.6M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$9.21M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$11.3M |
| 2 |
2
2Xideas
Kusnacht,
Switzerland
|
-$9.12M |
| 3 |
Millennium Management
New York
|
-$7.49M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$6.11M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$5.76M |
GSHD Hedge Fund Activity: Q1 2023 in Review
176 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2023, worth a combined $1.25B — up 58% from $789M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new GSHD positions and 21 closed out — a net gain of 9 holders — while 65 added to existing stakes and 47 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $11.6M. The largest seller was Point72 Asset Management, cutting an estimated $11.3M.
- 176 institutional investors held Goosehead Insurance (GSHD) as of Q1 2023, up from 168 in Q4 2022.
- Funds reported $1.25B of Goosehead Insurance stock for Q1 2023, up 58% quarter-over-quarter.
- 30 funds opened new Goosehead Insurance positions in Q1 2023 and 21 closed out, a net change of +9 holders.
- The largest Goosehead Insurance buyer in Q1 2023 was Balyasny Asset Management, an estimated $11.6M added.
- The largest Goosehead Insurance seller in Q1 2023 was Point72 Asset Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2023.