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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.

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 %
ACM
26
Ashford Capital Management
Delaware
$15.3M -$6.15M -81,095 -29%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$14.5M -$3.99M -52,628 -22%
Charles Schwab
28
Charles Schwab
California
$14.4M +$569K +7,502 +4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$13.5M -$314K -4,148 -2%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$13.3M -$18.9M -249,108 -59%
Wells Fargo
31
Wells Fargo
California
$10.9M +$293K +3,864 +3%
Ameriprise
32
Ameriprise
Minnesota
$10.9M -$753K -9,934 -6%
PC
33
Pier Capital
Connecticut
$9.76M +$9.76M +128,793 New
Principal Financial Group
34
Principal Financial Group
Iowa
$9.61M -$50.3K -664 -0.5%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$9.6M +$238K +3,134 +3%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$8.23M +$432K +5,693 +6%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$8.17M -$403K -5,312 -5%
SEI Investments
38
SEI Investments
Pennsylvania
$8.07M -$4.66M -61,541 -37%
MFAM
39
Motley Fool Asset Management
Virginia
$7.97M +$259K +3,412 +3%
JSA
40
Jacobson & Schmitt Advisors
Wisconsin
$7.68M -$2.06M -27,221 -21%
MFWM
41
Motley Fool Wealth Management
Virginia
$7.41M -$93.8K -1,240 -1%
Invesco
42
Invesco
Georgia
$7.14M +$2.01M +26,511 +39%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$6.92M +$418K +5,512 +6%
GIM
44
Granahan Investment Management
Massachusetts
$6.63M +$1.01M +13,318 +18%
Bank of America
45
Bank of America
North Carolina
$6.41M -$37.3K -492 -0.6%
SBH
46
Segall Bryant & Hamill
Illinois
$6.36M +$20.8K +274 +0.3%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$5.53M +$3.3M +43,494 +148%
Amundi
48
Amundi
France
$5.15M +$3.09M +45,000 +150%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$4.96M -$145K -1,919 -3%
Legal & General Group
50
Legal & General Group
United Kingdom
$4.79M +$10.3K +136 +0.2%
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