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Goosehead Insurance
GSHD
GSHD
234 hedge funds and large institutions have $1.74B invested in Goosehead Insurance in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
35% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $2.32M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.16% less ownership
Funds ownership: 104.1% → 103.94% (-0.16%)
9% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 88
7% less funds holding
Funds holding: 251 → 234 (-17)
13% less capital invested
Capital invested by funds: $2B → $1.74B (-$260M)
33% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 49
Holders
234
Holders Change
-17
Holders Change %
-6.77%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
80
Reduced
88
Closed
49
Calls
$3.14M
Puts
$2.32M
Net Calls
+$820K
Net Calls Change
+$486K
Top Buyers
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$43.5M |
| 2 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$29.1M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$23.6M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$16.9M |
| 5 |
Millennium Management
New York
|
+$13M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$17.9M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$16.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$14.6M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$13.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$10.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPA
276
West Paces Advisors
Atlanta,
Georgia
| – | -$5.53K | -73 | Closed |
|
|
SAM
277
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$5.4K | -70 | Closed |
|
|
TCWA
278
Turtle Creek Wealth Advisors
Dallas,
Texas
| – | -$4.78K | -63 | Closed |
|
|
CIA
279
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$2.88K | -38 | Closed |
|
|
GI
280
Gradient Investments
Arden Hills,
Minnesota
| – | -$1.21K | -16 | Closed |
|
|
VNA
281
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -15 | Closed |
|
|
GWS
282
Glassman Wealth Services
Vienna,
Virginia
| – | -$227 | -3 | Closed |
|
283
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$152 | -2 | Closed |
|