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Goosehead Insurance

264 hedge funds and large institutions have $2.82B invested in Goosehead Insurance in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+35
Holders Change %
+15.28%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
76
Reduced
89
Closed
19
Calls
$12.3M
Puts
$5.8M
Net Calls
+$6.47M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
176
Sanctuary Advisors
Indiana
$279K -$22.7K -208 -8%
MBTD
177
Mechanics Bank - Trust Department
California
$274K +$11.7K +109 +4%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$271K
OQS
179
Occudo Quantitative Strategies
Florida
$255K +$255K +2,379 New
LPL Financial
180
LPL Financial
California
$251K +$251K +2,340 New
AQR Capital Management
181
AQR Capital Management
Connecticut
$250K +$250K +2,333 New
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$250K +$250K +2,332 New
CCA
183
Cottonwood Capital Advisors
Utah
$249K +$249K +2,322 New
ET
184
Entropy Technologies
New York
$247K +$247K +2,306 New
AIP
185
Ameritas Investment Partners
Nebraska
$244K
WAG
186
Wallace Advisory Group
California
$244K +$244K +2,732 New
TRCT
187
Tower Research Capital (TRC)
New York
$239K +$114K +1,063 +91%
VPIM
188
Vanguard Personalized Indexing Management
California
$233K +$233K +2,176 New
CWM
189
CIBC World Markets
New York
$225K +$225K +2,103 New
Creative Planning
190
Creative Planning
Kansas
$215K +$215K +2,008 New
SAI
191
Systematic Alpha Investments
New Jersey
$214K +$214K +2,000 New
PMA
192
Prudent Man Advisors
Illinois
$214K +$214K +1,996 New
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$210K
Fidelity Investments
194
Fidelity Investments
Massachusetts
$170K +$15.3K +143 +10%
NAAA
195
New Age Alpha Advisors
New York
$148K +$148K +1,376 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$129K +$3.32K +31 +3%
CIAM
197
Caitong International Asset Management
Hong Kong
$127K +$127K +1,188 New
HIA
198
Harbor Investment Advisory
Maryland
$122K -$17.8K -166 -13%
KBC Group
199
KBC Group
Belgium
$98K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$97K +$33.1K +309 +52%