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Goosehead Insurance

234 hedge funds and large institutions have $1.74B invested in Goosehead Insurance in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $2.32M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.16% less ownership

Funds ownership: 104.1%103.94% (-0.16%)

9% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 88

7% less funds holding

Funds holding: 251234 (-17)

13% less capital invested

Capital invested by funds: $2B → $1.74B (-$260M)

33% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 49

Holders
234
Holders Change
-17
Holders Change %
-6.77%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
80
Reduced
88
Closed
49
Calls
$3.14M
Puts
$2.32M
Net Calls
+$820K
Net Calls Change
+$486K
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$352K +$306 +4 +0.1%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$346K +$75.9K +993 +24%
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$332K -$1.3K -17 -0.3%
PWS
154
Precision Wealth Strategies
Missouri
$305K -$3.9K -51 -1%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$295K +$80.8K +1,058 +31%
ProShare Advisors
156
ProShare Advisors
Maryland
$294K +$22.8K +299 +7%
AQR Capital Management
157
AQR Capital Management
Connecticut
$286K -$12.8K -167 -4%
AWAU
158
Alliance Wealth Advisors (Utah)
Utah
$254K -$6.57K -86 -2%
HighTower Advisors
159
HighTower Advisors
Illinois
$251K +$289K +3,778 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$228K -$39.6K -518 -13%
CWA
161
CM Wealth Advisors
Ohio
$225K +$282K +3,687 New
SWS
162
SYSTM Wealth Solutions
Illinois
$223K +$244K +3,196 +2,189%
CIM
163
Contravisory Investment Management
Massachusetts
$222K +$10.2K +133 +4%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$220K
ECM
165
ExodusPoint Capital Management
New York
$209K +$240K +3,143 New
PMA
166
Prudent Man Advisors
Illinois
$207K -$14.4K -188 -6%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$168K
B
168
BloombergSen
Ontario, Canada
$157K +$19.6K +257 +12%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$153K -$43.9K -575 -21%
AIP
170
Ameritas Investment Partners
Nebraska
$143K
SOW
171
State of Wyoming
Wyoming
$141K -$160K -2,090 -50%
PI
172
PEAK6 Investments
Illinois
$119K +$136K +1,782 New
CFM
173
Catalyst Funds Management
Australia
$113K +$130K +1,700 New
HIA
174
Harbor Investment Advisory
Maryland
$107K +$21.2K +277 +21%
RA
175
RiverPark Advisors
New York
$104K +$119K +1,557 New

GSHD Hedge Fund Activity: Q1 2024 in Review

234 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q1 2024, worth a combined $1.74B — down 13% from $2B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of GSHD and 33 opened new positions — a net loss of 16 holders — while 88 trimmed existing stakes and 80 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $43.5M. The largest seller was Morgan Stanley, cutting an estimated $17.9M.

  • 234 institutional investors held Goosehead Insurance (GSHD) as of Q1 2024, down from 251 in Q4 2023.
  • Funds reported $1.74B of Goosehead Insurance stock for Q1 2024, down 13% quarter-over-quarter.
  • 33 funds opened new Goosehead Insurance positions in Q1 2024 and 49 closed out, a net change of -16 holders.
  • The largest Goosehead Insurance buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $43.5M added.
  • The largest Goosehead Insurance seller in Q1 2024 was Morgan Stanley, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2024.