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Goosehead Insurance
GSHD

212 hedge funds and large institutions have $1.55B invested in Goosehead Insurance in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 63

2.73% more ownership

Funds ownership: 103.94% → 106.68% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less funds holding

Funds holding: 234 → 212 (-22)

11% less capital invested

Capital invested by funds: $1.74B → $1.55B (-$192M)

45% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 44

59% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $2.94M

Holders
212
Holders Change
-22
Holders Change %
-9.4%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
100
Reduced
63
Closed
44
Calls
$1.21M
Puts
$2.94M
Net Calls
-$1.73M
Net Calls Change
-$2.55M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$52.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$36.8M
3
WA
Wasatch Advisors
Utah
+$22.7M
4
ACM
AKRE Capital Management
Virginia
+$7.35M
5
BlackRock
BlackRock
New York
+$7.34M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$41.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$17.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$12.3M
4
N
Nuveen
North Carolina
-$11.1M
5
DCP
Durable Capital Partners
Maryland
-$9.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$211M +$7.34M +122,250 +3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$197M +$52.8M +879,959 +35%
Vanguard Group
3
Vanguard Group
Pennsylvania
$145M +$6.21M +103,424 +4%
WA
4
Wasatch Advisors
Utah
$142M +$22.7M +378,527 +18%
Capital World Investors
5
Capital World Investors
California
$97M – – –
DDC
6
DF Dent & Co
Maryland
$79.3M +$745K +12,422 +0.9%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$67.9M +$36.8M +613,025 +108%
State Street
8
State Street
Massachusetts
$50.2M +$2.21M +36,791 +4%
ONPI
9
Owls Nest Partners IA
Pennsylvania
$39.8M +$3.26M +54,248 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.6M +$3.23M +53,824 +9%
WCM
11
Wildcat Capital Management
New York
$29.6M – – –
3CP
12
3G Capital Partners
New York
$26.6M +$5.24M +87,300 +23%
American Century Companies
13
American Century Companies
Missouri
$24.2M +$6.65M +110,832 +36%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$22.6M +$3.06M +51,023 +15%
ACM
15
AKRE Capital Management
Virginia
$21M +$7.35M +122,453 +50%
RP
16
Riverbridge Partners
Minnesota
$19.6M -$1.71M -28,491 -8%
Capital International Investors
17
Capital International Investors
California
$15.2M – – –
Goldman Sachs
18
Goldman Sachs
New York
$14.1M -$8.58M -143,043 -37%
Northern Trust
19
Northern Trust
Illinois
$13.8M -$202K -3,366 -1%
Morgan Stanley
20
Morgan Stanley
New York
$12.5M +$1.82M +30,369 +16%
Charles Schwab
21
Charles Schwab
California
$12.2M +$1.04M +17,341 +9%
MFWM
22
Motley Fool Wealth Management
Virginia
$11.3M +$5.59M +93,214 +89%
Wells Fargo
23
Wells Fargo
California
$10.6M +$2.51M +41,802 +29%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.2M +$668K +11,139 +7%
ACM
25
Ashford Capital Management
Delaware
$10.1M -$250K -4,170 -2%
1
2 3 4 5

GSHD Hedge Fund Activity: Q2 2024 in Review

212 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q2 2024, worth a combined $1.55B — down 11% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of GSHD and 24 opened new positions — a net loss of 20 holders — while 63 trimmed existing stakes and 100 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $52.8M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $41.7M sold.

  • 212 institutional investors held Goosehead Insurance (GSHD) as of Q2 2024, down from 234 in Q1 2024.
  • Funds reported $1.55B of Goosehead Insurance stock for Q2 2024, down 11% quarter-over-quarter.
  • 24 funds opened new Goosehead Insurance positions in Q2 2024 and 44 closed out, a net change of -20 holders.
  • The largest Goosehead Insurance buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $52.8M added.
  • The largest Goosehead Insurance seller in Q2 2024 was Loomis, Sayles & Company, an estimated $41.7M sold.

Based on aggregated 13F filings for Q2 2024.