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Goosehead Insurance
GSHD

Overview Fund Activity

229 hedge funds and large institutions have $2.36B invested in Goosehead Insurance in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
61
Reduced
91
Closed
26
Calls
$9.83M
Puts
$16.3M
Net Calls
-$6.5M
Net Calls Change
-$4.77M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$150M
2
State Street
2
State Street
Massachusetts
$94.6M
3
WA
3
Wasatch Advisors
Utah
$234M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$8.96M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$7.3M

Top Sellers

1
WCM
1
Wildcat Capital Management
New York
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$286M
3
DDC
3
DF Dent & Co
Maryland
$106M
4
3CP
4
3G Capital Partners
New York
$25.9M
5
BlackRock
5
BlackRock
New York
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Avior Wealth Management
Nebraska
$4.47K +$89 +1 +2%
ACM
202
Aster Capital Management
United Arab Emirates
$4.29K +$4.29K +48 New
SPIA
203
Steward Partners Investment Advisory
New York
$4.11K +$4.11K +46 New
VWM
204
Venturi Wealth Management
Texas
$4.02K – – –
CAL
205
Capital Advisors Ltd
Ohio
$4K – – –
BWL
206
Bogart Wealth LLC
Virginia
$3.93K – – –
HNB
207
Huntington National Bank
Ohio
$3.22K – – –
Bessemer Group
208
Bessemer Group
New Jersey
$3K +$3K +35 New
RWPA
209
Richard W. Paul & Associates
Michigan
$2.95K – – –
RIL
210
Rothschild Investment LLC
Illinois
$2.68K +$1.34K +15 +100%
FFA
211
Farther Finance Advisors
California
$2.32K +$179 +2 +8%
SCM
212
Sterling Capital Management
North Carolina
$1.97K +$1.97K +22 New
CTA
213
Colonial Trust Advisors
South Carolina
$1.25K – – –
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.25K – – –
VCM
215
Versant Capital Management
Arizona
$1.07K -$983 -11 -48%
MTIC
216
Missouri Trust & Investment Company
Missouri
$1.07K – – –
C
217
Covestor
United Kingdom
$1K -$400 -4 -29%
JWA
218
JFS Wealth Advisors
Pennsylvania
$893 -$179 -2 -17%
CA
219
Continuum Advisory
Idaho
$834 +$834 +7 New
AF
220
Allworth Financial
California
$804 +$357 +4 +80%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$714 +$714 +8 New
SIC
222
SJS Investment Consulting
Ohio
$447 +$179 +2 +67%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$179 – – –
AWM
224
Abound Wealth Management
Tennessee
$179 +$179 +2 New
MFG
225
Mendota Financial Group
Wisconsin
$179 +$179 +2 New
7 8
9
10 11