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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$211M 3,681,212 +122,250 +3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$197M 3,428,907 +879,959 +35%
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M 2,519,539 +103,424 +4%
WA
4
Wasatch Advisors
Utah
$142M 2,480,374 +378,527 +18%
Capital World Investors
5
Capital World Investors
California
$97M 1,688,000 – –
DDC
6
DF Dent & Co
Maryland
$79.3M 1,380,210 +12,422 +0.9%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$67.9M 1,182,570 +613,025 +108%
State Street
8
State Street
Massachusetts
$50.2M 874,261 +36,791 +4%
ONPI
9
Owls Nest Partners IA
Pennsylvania
$39.8M 692,973 +54,248 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.6M 637,545 +53,824 +9%
WCM
11
Wildcat Capital Management
New York
$29.6M 516,008 – –
3CP
12
3G Capital Partners
New York
$26.6M 462,300 +87,300 +23%
American Century Companies
13
American Century Companies
Missouri
$24.2M 420,934 +110,832 +36%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$22.6M 393,093 +51,023 +15%
ACM
15
AKRE Capital Management
Virginia
$21M 366,125 +122,453 +50%
RP
16
Riverbridge Partners
Minnesota
$19.6M 340,734 -28,491 -8%
Capital International Investors
17
Capital International Investors
California
$15.2M 264,132 – –
Goldman Sachs
18
Goldman Sachs
New York
$14.1M 246,054 -143,043 -37%
Northern Trust
19
Northern Trust
Illinois
$13.8M 239,468 -3,366 -1%
Morgan Stanley
20
Morgan Stanley
New York
$12.5M 218,331 +30,369 +16%
Charles Schwab
21
Charles Schwab
California
$12.2M 212,371 +17,341 +9%
MFWM
22
Motley Fool Wealth Management
Virginia
$11.3M 197,966 +93,214 +89%
Wells Fargo
23
Wells Fargo
California
$10.6M 185,324 +41,802 +29%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.2M 177,516 +11,139 +7%
ACM
25
Ashford Capital Management
Delaware
$10.1M 176,420 -4,170 -2%
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