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Goosehead Insurance

266 hedge funds and large institutions have $2.82B invested in Goosehead Insurance in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

111% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $5.8M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $2.36B → $2.82B (+$458M)

16% more funds holding

Funds holding: 230266 (+36)

1.44% less ownership

Funds ownership: 109.14%107.7% (-1.4%)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
266
Holders Change
+36
Holders Change %
+15.65%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
57
Increased
76
Reduced
90
Closed
19
Calls
$12.3M
Puts
$5.8M
Net Calls
+$6.47M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$386M +$9.09M +83,275 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$300M -$44.1M -403,532 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$268M +$2.18M +19,980 +0.8%
WA
4
Wasatch Advisors
Utah
$246M -$35M -320,543 -12%
Capital World Investors
5
Capital World Investors
California
$181M
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$138M -$42.8M -391,655 -23%
State Street
7
State Street
Massachusetts
$113M -$339K -3,106 -0.3%
DDC
8
DF Dent & Co
Maryland
$111M -$16.4M -150,583 -13%
American Century Companies
9
American Century Companies
Missouri
$69.6M +$24M +220,267 +51%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$58.9M -$10.3M -93,972 -15%
WI
11
Whitebark Investors
Nevada
$55.3M +$56.3M +516,008 New
ONPI
12
Owls Nest Partners IA
Pennsylvania
$53.8M -$14.4M -131,843 -21%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$44.2M +$68.5K +627 +0.2%
ACM
14
AKRE Capital Management
Virginia
$39.3M
RP
15
Riverbridge Partners
Minnesota
$32.6M -$2.8M -25,658 -8%
Capital International Investors
16
Capital International Investors
California
$28.6M -$10K -92 -0%
Northern Trust
17
Northern Trust
Illinois
$28.6M +$2.75M +25,173 +10%
Morgan Stanley
18
Morgan Stanley
New York
$27M +$1.19M +10,941 +5%
3CP
19
3G Capital Partners
New York
$26.8M -$4.37M -40,000 -14%
Charles Schwab
20
Charles Schwab
California
$23.1M +$596K +5,459 +3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$21.9M +$10.5M +96,309 +89%
Goldman Sachs
22
Goldman Sachs
New York
$20.4M +$8.04M +73,671 +63%
Wells Fargo
23
Wells Fargo
California
$19.5M +$49.3K +452 +0.2%
SEI Investments
24
SEI Investments
Pennsylvania
$18.9M -$211K -1,932 -1%
ACM
25
Ashford Capital Management
Delaware
$17.3M -$1.44M -13,170 -8%

GSHD Hedge Fund Activity: Q4 2024 in Review

266 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Goosehead Insurance (GSHD) for Q4 2024, worth a combined $2.82B — up 19% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GSHD positions and 19 closed out — a net gain of 38 holders — while 76 added to existing stakes and 90 trimmed.

The largest buyer was American Century Companies, adding an estimated $24M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.1M.

  • 266 institutional investors held Goosehead Insurance (GSHD) as of Q4 2024, up from 230 in Q3 2024.
  • Funds reported $2.82B of Goosehead Insurance stock for Q4 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Goosehead Insurance positions in Q4 2024 and 19 closed out, a net change of +38 holders.
  • The largest Goosehead Insurance buyer in Q4 2024 was American Century Companies, an estimated $24M added.
  • The largest Goosehead Insurance seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $44.1M sold.

Based on aggregated 13F filings for Q4 2024.