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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
FGP
176
Freestone Grove Partners
California
$281K +$287K +2,625 New
SA
177
Sanctuary Advisors
Indiana
$279K -$22.7K -208 -8%
MBTD
178
Mechanics Bank - Trust Department
California
$274K +$11.9K +109 +4%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$271K
OQS
180
Occudo Quantitative Strategies
Florida
$255K +$260K +2,379 New
LPL Financial
181
LPL Financial
California
$251K +$255K +2,340 New
AQR Capital Management
182
AQR Capital Management
Connecticut
$250K +$255K +2,333 New
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$250K +$255K +2,332 New
CCA
184
Cottonwood Capital Advisors
Utah
$249K +$254K +2,322 New
ET
185
Entropy Technologies
New York
$247K +$252K +2,306 New
AIP
186
Ameritas Investment Partners
Nebraska
$244K
WAG
187
Wallace Advisory Group
California
$244K +$298K +2,732 New
TRCT
188
Tower Research Capital (TRC)
New York
$239K +$116K +1,063 +91%
VPIM
189
Vanguard Personalized Indexing Management
California
$233K +$238K +2,176 New
CWM
190
CIBC World Markets
New York
$225K +$230K +2,103 New
Creative Planning
191
Creative Planning
Kansas
$215K +$219K +2,008 New
SAI
192
Systematic Alpha Investments
New Jersey
$214K +$218K +2,000 New
PMA
193
Prudent Man Advisors
Illinois
$214K +$218K +1,996 New
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$210K
Fidelity Investments
195
Fidelity Investments
Massachusetts
$170K +$15.6K +143 +10%
NAAA
196
New Age Alpha Advisors
New York
$148K +$150K +1,376 New
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$129K +$3.38K +31 +3%
CIAM
198
Caitong International Asset Management
Hong Kong
$127K +$130K +1,188 New
HIA
199
Harbor Investment Advisory
Maryland
$122K -$18.1K -166 -13%
KBC Group
200
KBC Group
Belgium
$98K

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.