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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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$10K -$16K -300 -61%
EI
152
Ellevest Inc
New York
$7.57K +$313 +6 +4%
PA
153
Parallel Advisors
California
$6.63K – – –
Group One Trading
154
Group One Trading
Illinois
$6.32K -$7.41K -142 -54%
TWA
155
TCI Wealth Advisors
Arizona
$5.33K – – –
HWM
156
HighMark Wealth Management
Minnesota
$3.92K +$3.92K +75 New
RWPA
157
Richard W. Paul & Associates
Michigan
$3.6K – – –
CAL
158
Capital Advisors Ltd
Ohio
$3K – – –
BWL
159
Bogart Wealth LLC
Virginia
$2.3K +$2.3K +44 New
VWM
160
Venturi Wealth Management
Texas
$1.67K +$1.67K +32 New
Creative Planning
161
Creative Planning
Kansas
$679 +$679 +13 New
MTIC
162
Missouri Trust & Investment Company
Missouri
$626 – – –
FFA
163
Farther Finance Advisors
California
$470 – – –
QCG
164
Quadrant Capital Group
Ohio
$470 – – –
SC
165
Schubert & Co
Texas
$314 +$52 +1 +20%
AF
166
Allworth Financial
California
$261 – – –
JWA
167
JFS Wealth Advisors
Pennsylvania
$209 -$52 -1 -20%
CTA
168
Colonial Trust Advisors
South Carolina
$209 – – –
GWS
169
Glassman Wealth Services
Virginia
$157 – – –
AF
170
Advisornet Financial
Minnesota
$104 +$52 +1 +100%
DI
171
Disciplined Investments
Oklahoma
$104 +$52 +1 +100%
SIC
172
SJS Investment Consulting
Ohio
$53 -$53 -1 -50%
2
173
2Xideas
Switzerland
– -$9.12M -265,523 Closed
Capital Fund Management (CFM)
174
Capital Fund Management (CFM)
France
– -$2.21M -64,472 Closed
TI
175
Trexquant Investment
Connecticut
– -$1.14M -33,320 Closed
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