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71 hedge funds and large institutions have $28.1M invested in Root in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $586K

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $29.3M → $28.1M (-$1.28M)

3.45% less ownership

Funds ownership: 71.81%68.36% (-3.4%)

20% less funds holding

Funds holding: 8971 (-18)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

69% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 26

Holders
71
Holders Change
-18
Holders Change %
-20.22%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
8
Increased
16
Reduced
23
Closed
26
Calls
$1.5M
Puts
$586K
Net Calls
+$909K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$107K -$2.14K -423 -2%
RM
27
Redpoint Management
California
$97.8K
GCM
28
G2 Capital Management
Ohio
$95.7K
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$86.5K
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$82K
CC
31
Corton Capital
Ontario, Canada
$59K +$6.56K +1,294 +11%
Bank of America
32
Bank of America
North Carolina
$57K -$7.97K -1,574 -11%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$54K -$1.24K -244 -2%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$52.5K -$342K -67,432 -85%
DU
35
Delphia (USA)
Ontario, Canada
$47.8K -$1.14K -224 -2%
CIBC Asset Management
36
CIBC Asset Management
Ontario, Canada
$47K +$52.8K +10,430 New
TFA
37
Trinity Financial Advisors
Ohio
$46K -$572 -113 -1%
Deutsche Bank
38
Deutsche Bank
Germany
$42.5K -$75.4K -14,890 -61%
JP Morgan Chase
39
JP Morgan Chase
New York
$27K +$8.35K +1,648 +37%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$25.2K
SOW
41
State of Wyoming
Wyoming
$23.7K +$26.6K +5,255 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$21.7K +$22.8K +4,495 +1,375%
Barclays
43
Barclays
United Kingdom
$18.2K +$9.9K +1,954 +94%
AIG
44
American International Group
New York
$17.2K +$679 +134 +4%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$17K
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$13.2K -$841 -166 -5%
TRCT
47
Tower Research Capital (TRC)
New York
$13K -$61.7K -12,176 -81%
Wells Fargo
48
Wells Fargo
California
$12.6K +$12.9K +2,556 +1,069%
UBS Group
49
UBS Group
Switzerland
$8.55K -$30.4K -6,002 -76%
Federated Hermes
50
Federated Hermes
Pennsylvania
$7.84K +$593 +117 +7%