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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 %
MOACM
51
Mutual of America Capital Management
New York
$4.44M -$61.8K -815 -1%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$4.41M -$917K -12,104 -17%
First Trust Advisors
53
First Trust Advisors
Illinois
$4.16M +$4.16M +54,829 New
Stifel Financial
54
Stifel Financial
Missouri
$4.03M +$1.77M +23,290 +78%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.85M +$1.61M +21,194 +72%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$3.74M -$36.2K -478 -1%
William Blair & Company
57
William Blair & Company
Illinois
$3.49M -$372K -4,914 -10%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$3.44M +$2.02M +26,685 +143%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$3.44M -$1.66M -21,866 -33%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$3.44M -$241K -3,175 -7%
TC
61
TownSquare Capital
Utah
$3.4M +$56.2K +742 +2%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.22M -$731K -9,640 -18%
Swiss National Bank
63
Swiss National Bank
Switzerland
$3.21M -$371K -4,900 -10%
EMCIP
64
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.97M +$1.83M +24,185 +161%
Barclays
65
Barclays
United Kingdom
$2.88M -$11.6M -153,351 -80%
Daiwa Securities Group
66
Daiwa Securities Group
Japan
$2.57M -$281K -3,700 -10%
GPGA
67
Grandeur Peak Global Advisors
Utah
$2.41M +$2.28M +30,053 +1,740%
UBS Group
68
UBS Group
Switzerland
$2.36M +$1.66M +21,881 +236%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$2.32M -$99.9K -1,318 -4%
GIPM
70
G2 Investment Partners Management
New York
$2.28M +$2.28M +30,131 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$2.28M +$124K +1,637 +6%
OAM
72
Oppenheimer Asset Management
New York
$2.22M -$387K -5,104 -15%
NA
73
Navellier & Associates
Nevada
$2.21M +$2.21M +29,106 New
Select Equity Group
74
Select Equity Group
New York
$2.13M -$314K -4,136 -13%
Prudential Financial
75
Prudential Financial
New Jersey
$2.09M -$461K -6,085 -18%
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