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99 hedge funds and large institutions have $375M invested in Root in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $16.3M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

14% more funds holding

Funds holding: 8799 (+12)

9.74% more ownership

Funds ownership: 63.72%73.46% (+9.7%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $372M → $375M (+$2.67M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
32
Increased
27
Reduced
26
Closed
20
Calls
$29.9M
Puts
$16.3M
Net Calls
+$13.5M
Net Calls Change
+$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.35M +$1.18M +20,410 +360%
Goldman Sachs
27
Goldman Sachs
New York
$1.3M -$1.22M -21,061 -45%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.28M +$1.44M +24,803 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.27M -$48.7K -841 -3%
GCM
30
Graham Capital Management
Connecticut
$1.23M +$1.38M +23,893 New
N
31
Nuveen
North Carolina
$1.22M +$1.37M +23,677 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.15M -$2.48M -42,914 -66%
Northern Trust
33
Northern Trust
Illinois
$1.09M +$334K +5,763 +37%
TI
34
Tidal Investments
Wisconsin
$991K -$781K -13,503 -41%
CC
35
Corton Capital
Ontario, Canada
$946K +$779K +13,461 +276%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$928K
Two Sigma Investments
37
Two Sigma Investments
New York
$908K -$723K -12,500 -42%
RFA
38
Rollins Financial Advisors
New York
$784K
RC
39
RBF Capital
California
$754K
Swiss National Bank
40
Swiss National Bank
Switzerland
$681K +$764K +13,200 New
Two Sigma Advisers
41
Two Sigma Advisers
New York
$672K +$258K +4,450 +52%
Bank of America
42
Bank of America
North Carolina
$638K -$529K -9,139 -43%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$598K +$643K +11,118 +2,356%
First Trust Advisors
44
First Trust Advisors
Illinois
$588K +$659K +11,388 New
Jane Street
45
Jane Street
New York
$565K -$1.37M -23,618 -68%
VM
46
Venator Management
Pennsylvania
$516K +$579K +10,000 New
TFA
47
Trinity Financial Advisors
Ohio
$513K -$10K -173 -2%
Man Group
48
Man Group
United Kingdom
$504K -$289K -4,995 -34%
ADIM
49
Alpha DNA Investment Management
Maryland
$480K +$28.1K +486 +6%
Verition Fund Management
50
Verition Fund Management
Connecticut
$439K +$492K +8,500 New