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73 hedge funds and large institutions have $641M invested in Root in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

46% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $18.3M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 4.69%4.69% (-0.01%)

6% less funds holding

Funds holding: 7873 (-5)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

19% less capital invested

Capital invested by funds: $789M → $641M (-$148M)

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
22
Reduced
14
Closed
28
Calls
$26.7M
Puts
$18.3M
Net Calls
+$8.47M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$1.93M +$1.73M +5,713 +210%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$1.8M -$10.8M -35,682 -82%
Charles Schwab
28
Charles Schwab
California
$1.61M +$102K +338 +5%
VF
29
Virtu Financial
New York
$1.39M +$1.84M +6,069 New
GC
30
Gillson Capital
Illinois
$1.37M +$1.81M +5,976 New
SSA
31
Schonfeld Strategic Advisors
New York
$1.04M +$323K +1,067 +31%
CG
32
Cutler Group
California
$992K +$1.2M +3,964 +1,077%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$955K -$1.8M -5,962 -59%
Group One Trading
34
Group One Trading
Illinois
$925K +$507K +1,676 +71%
Squarepoint
35
Squarepoint
New York
$904K -$706K -2,336 -37%
Goldman Sachs
36
Goldman Sachs
New York
$761K +$1M +3,320 New
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$675K -$86.8K -287 -9%
Northern Trust
38
Northern Trust
Illinois
$646K +$21.5K +71 +3%
EPA
39
Element Pointe Advisors
Florida
$545K +$488K +1,613 +210%
PCM
40
Pentwater Capital Management
Florida
$509K
PBCM
41
Point Break Capital Management
Florida
$506K -$3.36M -11,111 -83%
JP Morgan Chase
42
JP Morgan Chase
New York
$474K +$98.3K +325 +19%
SEC
43
Seven Eight Capital
New York
$470K
Wolverine Trading
44
Wolverine Trading
Illinois
$456K +$157K +518 +36%
CAC
45
Cowen and Company
New York
$409K +$539K +1,783 New
AWE
46
Avidian Wealth Enterprises
Texas
$397K +$319K +1,055 +156%
MA
47
MCF Advisors
Kentucky
$384K +$507K +1,678 New
Truist Financial
48
Truist Financial
North Carolina
$298K +$52.9K +175 +16%
Stifel Financial
49
Stifel Financial
Missouri
$290K +$84.1K +278 +28%
GEM
50
Global Endowment Management
North Carolina
$267K +$353K +1,167 New