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Goosehead Insurance
GSHD

212 hedge funds and large institutions have $1.55B invested in Goosehead Insurance in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 63

2.73% more ownership

Funds ownership: 103.94% → 106.68% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less funds holding

Funds holding: 234 → 212 (-22)

11% less capital invested

Capital invested by funds: $1.74B → $1.55B (-$192M)

45% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 44

59% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $2.94M

Holders
212
Holders Change
-22
Holders Change %
-9.4%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
100
Reduced
63
Closed
44
Calls
$1.21M
Puts
$2.94M
Net Calls
-$1.73M
Net Calls Change
-$2.55M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$52.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$36.8M
3
WA
Wasatch Advisors
Utah
+$22.7M
4
ACM
AKRE Capital Management
Virginia
+$7.35M
5
BlackRock
BlackRock
New York
+$7.34M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$41.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$17.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$12.3M
4
N
Nuveen
North Carolina
-$11.1M
5
DCP
Durable Capital Partners
Maryland
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$9.42M +$2.41M +40,107 +32%
MFAM
27
Motley Fool Asset Management
Virginia
$8.64M +$1.22M +20,384 +15%
Principal Financial Group
28
Principal Financial Group
Iowa
$8.42M +$102K +1,698 +1%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$8.25M +$519K +8,646 +6%
Polen Capital Management
30
Polen Capital Management
Florida
$7.41M -$177K -2,949 -2%
JSA
31
Jacobson & Schmitt Advisors
Wisconsin
$7.36M +$1.57M +26,084 +26%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.29M +$852K +14,195 +13%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$6.54M -$17.3M -287,583 -72%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$5.98M -$355K -5,915 -5%
Invesco
35
Invesco
Georgia
$5.64M +$882K +14,694 +18%
GPGA
36
Grandeur Peak Global Advisors
Utah
$5.28M +$566K +9,430 +11%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$5.19M -$486K -8,095 -8%
Bank of America
38
Bank of America
North Carolina
$4.95M +$1.15M +19,197 +29%
SBH
39
Segall Bryant & Hamill
Illinois
$4.88M +$139K +2,313 +3%
Ameriprise
40
Ameriprise
Minnesota
$4.62M -$443K -7,380 -8%
EMCIP
41
Ewing Morris & Co Investment Partners
Ontario, Canada
$4.51M +$480K +8,000 +11%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$4.24M -$360 -6 -0%
Legal & General Group
43
Legal & General Group
United Kingdom
$4.05M +$420K +7,001 +11%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$4.05M -$312K -5,195 -7%
N
45
Nuveen
North Carolina
$4.05M -$11.1M -184,636 -72%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.91M +$178K +2,965 +5%
Citadel Advisors
47
Citadel Advisors
Florida
$3.84M +$2.61M +43,520 +186%
Barclays
48
Barclays
United Kingdom
$3.44M +$1.98M +33,068 +123%
TC
49
TownSquare Capital
Utah
$3.38M +$712K +11,871 +25%
Stifel Financial
50
Stifel Financial
Missouri
$3.36M +$546K +9,092 +18%
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GSHD Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2024, worth a combined $1.55B — down 11% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of GSHD and 24 opened new positions — a net loss of 20 holders — while 63 trimmed existing stakes and 100 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $52.8M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $41.7M sold.

  • 212 institutional investors held Goosehead Insurance (GSHD) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $1.55B of Goosehead Insurance stock for Q2 2024, down 11% quarter-over-quarter.
  • 24 funds opened new Goosehead Insurance positions in Q2 2024 and 44 closed out, a net change of -20 holders.
  • The largest Goosehead Insurance buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $52.8M added.
  • The largest Goosehead Insurance seller in Q2 2024 was Loomis, Sayles & Company, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2024.