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63 hedge funds and large institutions have $50.8M invested in Root in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $28.1M → $50.8M (+$22.7M)

32% more call options, than puts

Call options by funds: $4.83M | Put options by funds: $3.65M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7.28% less ownership

Funds ownership: 68.36%61.08% (-7.3%)

11% less funds holding

Funds holding: 7163 (-8)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
0.99%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
9
Reduced
19
Closed
26
Calls
$4.83M
Puts
$3.65M
Net Calls
+$1.18M
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$156K +$96.3K +17,417 New
TRCT
27
Tower Research Capital (TRC)
New York
$136K +$68K +12,296 +421%
OQS
28
Occudo Quantitative Strategies
Florida
$116K +$71.7K +12,962 New
Northern Trust
29
Northern Trust
Illinois
$112K -$261K -47,215 -79%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$111K -$31.5K -5,690 -32%
CIBC Asset Management
31
CIBC Asset Management
Ontario, Canada
$93.2K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$90.1K +$55.7K +10,079 New
UBS Group
33
UBS Group
Switzerland
$58K +$25.4K +4,596 +243%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$41.5K -$40.2K -7,275 -61%
Simplex Trading
35
Simplex Trading
Illinois
$33K +$13.3K +2,413 +185%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$24.2K -$11.7K -2,112 -44%
SSA
37
Schonfeld Strategic Advisors
New York
$21.5K +$13.3K +2,400 New
Bank of America
38
Bank of America
North Carolina
$19.6K -$57.8K -10,446 -83%
SSG
39
Summit Securities Group
New York
$18K +$11.1K +2,000 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$14K +$2.15K +389 +32%
Federated Hermes
41
Federated Hermes
Pennsylvania
$11.9K -$2.28K -413 -24%
Wells Fargo
42
Wells Fargo
California
$11.1K -$8.56K -1,548 -55%
Osaic Holdings
43
Osaic Holdings
Arizona
$7.75K -$28 -5 -0.6%
AAP
44
Arax Advisory Partners
Colorado
$7.15K
Deutsche Bank
45
Deutsche Bank
Germany
$6.16K -$48.3K -8,740 -93%
HNB
46
Huntington National Bank
Ohio
$4.47K +$2.77K +501 New
FIA
47
FNY Investment Advisers
New York
$4K +$2.9K +525 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.67K
CAL
49
Capital Advisors Ltd
Ohio
$3K +$1.27K +230 +295%
CWM
50
CarsonAllaria Wealth Management
Illinois
$2.88K +$1.78K +322 New