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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 %
JWA
201
JFS Wealth Advisors
Pennsylvania
$690 +$345 +6 +100%
MTIC
202
Missouri Trust & Investment Company
Missouri
$689 – – –
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$632 -$172 -3 -21%
EWA
204
EverSource Wealth Advisors
Alabama
$542 +$542 +6 New
IC
205
Innealta Capital
Texas
$517 +$517 +9 New
AF
206
Allworth Financial
California
$316 -$316 -5 -50%
SIC
207
SJS Investment Consulting
Ohio
$173 – – –
PFBT
208
Parkside Financial Bank & Trust
Missouri
$115 – – –
DPW
209
DiNuzzo Private Wealth
Pennsylvania
$115 +$58 +1 +100%
CAS
210
Coppell Advisory Solutions
Texas
$115 +$115 +2 New
LC
211
Lindbrook Capital
California
$57 -$285 -5 -83%
LFG
212
Larson Financial Group
Missouri
$57 +$57 +1 New
Loomis, Sayles & Company
213
Loomis, Sayles & Company
Massachusetts
– -$41.7M -625,307 Closed
Amundi
214
Amundi
France
– -$4.8M -84,664 Closed
PI
215
PineBridge Investments
New York
– -$2.38M -35,708 Closed
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
– -$1.23M -18,489 Closed
Select Equity Group
217
Select Equity Group
New York
– -$1.14M -17,148 Closed
AG
218
Algert Global
California
– -$859K -12,894 Closed
AIG
219
American International Group
New York
– -$783K -11,760 Closed
DTL
220
Dynamic Technology Lab
Singapore
– -$701K -10,520 Closed
SO
221
STRS Ohio
Ohio
– -$666K -10,000 Closed
HF
222
HRT Financial
New York
– -$653K -9,814 Closed
LPL Financial
223
LPL Financial
California
– -$593K -8,897 Closed
EGM
224
Engineers Gate Manager
New York
– -$513K -7,700 Closed
GCM
225
Graham Capital Management
Connecticut
– -$500K -7,506 Closed
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