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Goosehead Insurance

266 hedge funds and large institutions have $2.82B invested in Goosehead Insurance in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

111% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $5.8M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.36B → $2.82B (+$458M)

16% more funds holding

Funds holding: 230266 (+36)

1.44% less ownership

Funds ownership: 109.14%107.7% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
266
Holders Change
+36
Holders Change %
+15.65%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
57
Increased
76
Reduced
90
Closed
19
Calls
$12.3M
Puts
$5.8M
Net Calls
+$6.47M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$518K +$527K +4,830 New
Man Group
152
Man Group
United Kingdom
$510K +$519K +4,757 New
PWS
153
Precision Wealth Strategies
Missouri
$507K +$27.9K +256 +6%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$503K -$315K -2,886 -38%
Raymond James Financial
155
Raymond James Financial
Florida
$491K +$500K +4,584 New
AWAU
156
Alliance Wealth Advisors (Utah)
Utah
$490K -$10.6K -97 -2%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$476K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$468K +$33.5K +307 +8%
HF
159
HRT Financial
New York
$458K -$2.21M -20,200 -83%
DFCM
160
Dark Forest Capital Management
Puerto Rico
$437K +$445K +4,073 New
TPI
161
Trust Point Inc
Wisconsin
$428K -$384K -3,520 -47%
JCM
162
Janney Capital Management
Pennsylvania
$425K -$150K -1,376 -26%
DB
163
Danske Bank
Denmark
$424K +$432K +3,957 New
GCP
164
GSA Capital Partners
United Kingdom
$403K -$976K -8,937 -70%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$402K -$42.7K -391 -9%
MOACM
166
Mutual of America Capital Management
New York
$396K -$5.21M -47,681 -93%
VF
167
Virtu Financial
New York
$381K +$388K +3,555 New
TSS
168
Two Sigma Securities
New York
$379K +$50.1K +459 +15%
AFG
169
Atomi Financial Group
New York
$371K +$42K +385 +13%
B
170
BloombergSen
Ontario, Canada
$345K -$80.9K -741 -18%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$328K +$334K +3,061 New
XT
172
XTX Topco
Cayman Islands
$327K +$333K +3,054 New
CC
173
Chicago Capital
Illinois
$321K +$327K +2,993 New
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$299K +$27.7K +254 +10%
AI
175
Atom Investors
Texas
$297K +$51.3K +470 +20%

GSHD Hedge Fund Activity: Q4 2024 in Review

266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2024, worth a combined $2.82B — up 19% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GSHD positions and 19 closed out — a net gain of 38 holders — while 76 added to existing stakes and 90 trimmed.

The largest buyer was American Century Companies, adding an estimated $24M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.1M.

  • 266 institutional investors held Goosehead Insurance (GSHD) as of Q4 2024, up from 230 in Q3 2024.
  • Funds reported $2.82B of Goosehead Insurance stock for Q4 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Goosehead Insurance positions in Q4 2024 and 19 closed out, a net change of +38 holders.
  • The largest Goosehead Insurance buyer in Q4 2024 was American Century Companies, an estimated $24M added.
  • The largest Goosehead Insurance seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2024.