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Goosehead Insurance
GSHD

Overview Fund Activity

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.

Holders
234
Holders Change
-17
Holders Change %
-6.77%
% of All Funds
3.39%
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

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$37.9M
2
DDC
2
DF Dent & Co
Maryland
$91.1M
3
WA
3
Wasatch Advisors
Utah
$140M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$14.8M
5
Millennium Management
5
Millennium Management
New York
$12.3M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$600
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
201
Hillsdale Investment Management
Ontario, Canada
$5.33K 80 – –
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$3.66K 55 -834 -94%
OPTFSNA
203
Old Point Trust & Financial Services N A
Virginia
$3.33K 50 +50 New
CAL
204
Capital Advisors Ltd
Ohio
$3K 49 – –
BWL
205
Bogart Wealth LLC
Virginia
$2.93K 44 – –
CA
206
Crewe Advisors
Utah
$2.53K 38 – –
RWPA
207
Richard W. Paul & Associates
Michigan
$2.2K 33 – –
VWM
208
Venturi Wealth Management
Texas
$2.13K 32 – –
HFM
209
Harvest Fund Management
China
$2K 25 -475 -95%
Bessemer Group
210
Bessemer Group
New Jersey
$2K 36 – –
FPB
211
First PREMIER Bank
South Dakota
$2K 31 +31 New
HNB
212
Huntington National Bank
Ohio
$2K 30 +30 New
AWM
213
Avior Wealth Management
Nebraska
$2K 30 +30 New
QL
214
Quarry LP
New York
$1.87K 28 +28 New
PS
215
Principal Securities
Iowa
$1.47K 22 +8 +57%
C
216
Covestor
United Kingdom
$1K 12 +11 +1,100%
BTI
217
Blue Trust Inc
Georgia
$999 15 -13 -46%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$933 14 – –
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$933 14 +1 +8%
MTIC
220
Missouri Trust & Investment Company
Missouri
$799 12 – –
AF
221
Allworth Financial
California
$667 10 -3 -23%
UB
222
UMB Bank
Missouri
$666 10 +10 New
FFA
223
Farther Finance Advisors
California
$620 9 – –
Allspring Global Investments
224
Allspring Global Investments
North Carolina
$600 9 -190,968 -100%
JWA
225
JFS Wealth Advisors
Pennsylvania
$400 6 – –
7 8
9
10 11