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Goosehead Insurance
GSHD

Overview Fund Activity

212 hedge funds and large institutions have $1.55B invested in Goosehead Insurance in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 64 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-22
Holders Change %
-9.4%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
100
Reduced
64
Closed
43
Calls
$1.21M
Puts
$2.94M
Net Calls
-$1.73M
Net Calls Change
-$2.55M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$197M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$67.9M
3
WA
3
Wasatch Advisors
Utah
$142M
4
ACM
4
AKRE Capital Management
Virginia
$21M
5
BlackRock
5
BlackRock
New York
$211M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$6.54M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$944K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$4.05M
5
DCP
5
Durable Capital Partners
Maryland
$2.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
176
Pier Capital
Connecticut
$7.7K – – –
IAIM
177
International Assets Investment Management
Florida
$7.47K +$7.47K +130 New
PA
178
Parallel Advisors
California
$7.18K -$115 -2 -2%
GI
179
GAMMA Investing
California
$6.78K -$1.84K -32 -21%
PPC
180
Park Place Capital
Alabama
$5.17K -$6.09K -106 -54%
TAM
181
Tucker Asset Management
Colorado
$5K +$5K +87 New
BTI
182
Blue Trust Inc
Georgia
$4.73K +$3.73K +56 +373%
CAL
183
Capital Advisors Ltd
Ohio
$3K – – –
OPTFSNA
184
Old Point Trust & Financial Services N A
Virginia
$2.87K – – –
AWM
185
Avior Wealth Management
Nebraska
$2.81K +$1.09K +19 +63%
VWM
186
Venturi Wealth Management
Texas
$2.59K +$747 +13 +41%
BWL
187
Bogart Wealth LLC
Virginia
$2.53K – – –
MA
188
MCF Advisors
Kentucky
$2.47K -$5.63K -98 -70%
HNB
189
Huntington National Bank
Ohio
$2.07K +$345 +6 +20%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$2.07K +$2.07K +36 New
RWPA
191
Richard W. Paul & Associates
Michigan
$1.9K – – –
UB
192
UMB Bank
Missouri
$1.84K +$1.26K +22 +220%
SAM
193
Smartleaf Asset Management
Massachusetts
$1.67K +$1.67K +29 New
FFA
194
Farther Finance Advisors
California
$1.34K +$836 +15 +167%
VCM
195
Versant Capital Management
Arizona
$1.32K +$1.32K +23 New
C
196
Covestor
United Kingdom
$1K +$143 +2 +17%
OWA
197
Opal Wealth Advisors
New York
$977 +$977 +17 New
RIL
198
Rothschild Investment LLC
Illinois
$862 +$862 +15 New
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$804 – – –
CTA
200
Colonial Trust Advisors
South Carolina
$804 +$574 +10 +250%
6 7
8
9 10