GSHD icon

Goosehead Insurance
GSHD

Overview Fund Activity

175 hedge funds and large institutions have $1.25B invested in Goosehead Insurance in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
66
Reduced
46
Closed
21
Calls
$918K
Puts
$506K
Net Calls
+$412K
Net Calls Change
+$374K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$38.6M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.4M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$151M
5
Vanguard Group
Vanguard Group
Pennsylvania
$103M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$14M
2
HCM
Hodges Capital Management
Texas
$5.13M
3
2
2Xideas
Switzerland
$0
4
Millennium Management
Millennium Management
New York
$5.8M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
126
Global Retirement Partners
California
$215K +$215K +3,670 New
VI
127
Versor Investments
New York
$204K -$314K -6,014 -61%
AB
128
Amalgamated Bank
New York
$135K -$21.2K -405 -14%
P8IP
129
Pier 88 Investment Partners
California
$132K +$15.1K +290 +13%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$132K – – –
ASN
131
Advisory Services Network
Georgia
$128K +$30.4K +582 +31%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$122K – – –
SG Americas Securities
133
SG Americas Securities
New York
$116K +$116K +2,221 New
B
134
BloombergSen
Ontario, Canada
$114K +$60K +1,150 +112%
ACM
135
Aquatic Capital Management
Illinois
$104K +$52K +1,000 +100%
HIA
136
Harbor Investment Advisory
Maryland
$80.8K – – –
AIP
137
Ameritas Investment Partners
Nebraska
$72.5K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$57.9K -$6.11K -117 -10%
Citigroup
139
Citigroup
New York
$50.9K -$31K -593 -38%
TRCT
140
Tower Research Capital (TRC)
New York
$40K -$159K -3,027 -80%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$31.4K – – –
AIM
142
Arcadia Investment Management
Michigan
$31.3K – – –
SWM
143
Spire Wealth Management
Virginia
$31.3K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$26.8K +$3.55K +68 +15%
FHA
145
First Horizon Advisors
Tennessee
$24.9K – – –
S
146
SignatureFD
Georgia
$22.5K +$21.6K +413 +2,294%
GKIM
147
GW&K Investment Management
Massachusetts
$21K -$14K -270 -40%
BF
148
BOK Financial
Oklahoma
$13.1K +$13.1K +251 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.81K +35 +16%
PPC
150
Park Place Capital
Alabama
$10.8K – – –
4 5
6
7 8