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Goosehead Insurance
GSHD

Overview Fund Activity

251 hedge funds and large institutions have $2B invested in Goosehead Insurance in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+18
Holders Change %
+7.73%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
85
Reduced
81
Closed
27
Calls
$2.68M
Puts
$2.34M
Net Calls
+$334K
Net Calls Change
-$2.17M

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$45.5M
2
DCM
2
Driehaus Capital Management
Illinois
$16.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.5M
4
PC
4
Pier Capital
Connecticut
$9.76M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.1M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$81M
2
DCP
2
Durable Capital Partners
Maryland
$22.4M
3
WA
3
Wasatch Advisors
Utah
$136M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$13.3M
5
Barclays
5
Barclays
United Kingdom
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
226
Turtle Creek Wealth Advisors
Texas
$4.78K +$4.78K +63 New
CAL
227
Capital Advisors Ltd
Ohio
$4K – – –
BWL
228
Bogart Wealth LLC
Virginia
$3.34K – – –
Bessemer Group
229
Bessemer Group
New Jersey
$3K – – –
CA
230
Crewe Advisors
Utah
$2.88K +$2.88K +38 New
CIA
231
Cape Investment Advisory
Georgia
$2.88K +$2.88K +38 New
RWPA
232
Richard W. Paul & Associates
Michigan
$2.5K – – –
VWM
233
Venturi Wealth Management
Texas
$2.43K – – –
BTI
234
Blue Trust Inc
Georgia
$2K +$929 +13 +87%
GI
235
Gradient Investments
Minnesota
$1.21K – – –
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$1.06K – – –
PS
237
Principal Securities
Iowa
$1.06K +$1.06K +14 New
VNA
238
Valley National Advisers
Pennsylvania
$1K +$1K +15 New
AF
239
Allworth Financial
California
$986 +$607 +8 +160%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$985 +$985 +13 New
MTIC
241
Missouri Trust & Investment Company
Missouri
$910 – – –
FFA
242
Farther Finance Advisors
California
$682 – – –
CAS
243
Coppell Advisory Solutions
Texas
$531 +$152 +2 +40%
JWA
244
JFS Wealth Advisors
Pennsylvania
$455 -$76 -1 -14%
CTA
245
Colonial Trust Advisors
South Carolina
$303 – – –
AWM
246
Abound Wealth Management
Tennessee
$228 +$228 +3 New
GWS
247
Glassman Wealth Services
Virginia
$227 – – –
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$152 – – –
SIC
249
SJS Investment Consulting
Ohio
$152 – – –
PFBT
250
Parkside Financial Bank & Trust
Missouri
$152 +$152 +2 New
8 9
10
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