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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
Two Sigma Investments
101
Two Sigma Investments
New York
$609K +$636K +10,600 New
GIM
102
Granahan Investment Management
Massachusetts
$582K +$360 +6 +0.1%
Holocene Advisors
103
Holocene Advisors
New York
$581K +$607K +10,113 New
YCM
104
Yousif Capital Management
Michigan
$578K -$53.9K -898 -8%
LCM
105
Logan Capital Management
Pennsylvania
$574K – – –
Comerica Bank
106
Comerica Bank
Texas
$565K -$51.5K -859 -8%
VCA
107
Verdence Capital Advisors
Maryland
$562K +$80K +1,333 +16%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$557K -$17.8K -296 -3%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$542K -$591K -9,841 -51%
PWG
110
Portside Wealth Group
Utah
$540K +$126K +2,100 +29%
Victory Capital Management
111
Victory Capital Management
Texas
$528K +$53.4K +890 +11%
NS
112
NBC Securities
Alabama
$517K -$13K -217 -2%
HCA
113
Harbour Capital Advisors
Virginia
$509K +$73.5K +1,225 +15%
MSRPS
114
Maryland State Retirement & Pension System
Maryland
$506K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$455K +$404K +6,728 +562%
UBS Group
116
UBS Group
Switzerland
$455K -$2.08M -34,691 -81%
Marshall Wace
117
Marshall Wace
United Kingdom
$436K +$455K +7,588 New
AB
118
Amalgamated Bank
New York
$431K -$9.84K -164 -2%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$429K +$78K +1,300 +21%
NRD
120
Nebula Research & Development
New York
$425K +$444K +7,394 New
NG
121
Norden Group
Utah
$422K -$26.9K -449 -6%
QT
122
Quantbot Technologies
New York
$419K +$438K +7,299 New
FCM
123
FJ Capital Management
Virginia
$408K -$492K -8,198 -54%
DFCM
124
Dark Forest Capital Management
Puerto Rico
$408K +$426K +7,101 New
TPI
125
Trust Point Inc
Wisconsin
$396K -$50.8K -847 -11%
3 4
5
6 7

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.