Goosehead Insurance
GSHD
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.
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
14% more call options, than puts
Call options by funds: $2.68M | Put options by funds: $2.34M
8% more funds holding
Funds holding: 233 → 251 (+18)
5% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 81
3% more capital invested
Capital invested by funds: $1.94B → $2B (+$60.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.67% less ownership
Funds ownership: 108.77% → 104.1% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$20.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$16.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.78M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
+$9.31M |
| 5 |
Morgan Stanley
New York
|
+$9.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$34.1M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$23.5M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$18M |
| 4 |
Barclays
London,
United Kingdom
|
-$11.1M |
| 5 |
Jane Street
New York
|
-$7M |
GSHD Hedge Fund Activity: Q4 2023 in Review
251 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2023, worth a combined $2B — up 3.1% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new GSHD positions and 27 closed out — a net gain of 19 holders — while 85 added to existing stakes and 81 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $20.5M. The largest seller was Durable Capital Partners, cutting an estimated $34.1M.
- 251 institutional investors held Goosehead Insurance (GSHD) as of Q4 2023, up from 233 in Q3 2023.
- Funds reported $2B of Goosehead Insurance stock for Q4 2023, up 3.1% quarter-over-quarter.
- 46 funds opened new Goosehead Insurance positions in Q4 2023 and 27 closed out, a net change of +19 holders.
- The largest Goosehead Insurance buyer in Q4 2023 was Loomis, Sayles & Company, an estimated $20.5M added.
- The largest Goosehead Insurance seller in Q4 2023 was Durable Capital Partners, an estimated $34.1M sold.
Based on aggregated 13F filings for Q4 2023.