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129 hedge funds and large institutions have $535M invested in Root in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

92% more capital invested

Capital invested by funds: $279M → $535M (+$256M)

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

34% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $46.5M

25% more funds holding

Funds holding: 103129 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.84% less ownership

Funds ownership: 69.76%68.92% (-0.84%)

Holders
129
Holders Change
+26
Holders Change %
+25.24%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
40
Reduced
24
Closed
21
Calls
$62.5M
Puts
$46.5M
Net Calls
+$15.9M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$3.83M +$3.65M +52,817 New
QOP
27
Quinn Opportunity Partners
Virginia
$2.95M +$2.81M +40,665 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$2.92M +$1.96M +28,386 +241%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$2.78M -$4.63M -67,020 -64%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.63M +$1.25M +18,129 +100%
LCM
31
Landscape Capital Management
New Jersey
$2.04M +$1.94M +28,150 New
AG
32
Algert Global
California
$2.03M +$1.44M +20,837 +294%
Raymond James Financial
33
Raymond James Financial
Florida
$1.95M +$1.86M +26,894 New
Charles Schwab
34
Charles Schwab
California
$1.86M -$13.8K -200 -0.8%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.77M +$447K +6,465 +36%
Wolverine Trading
36
Wolverine Trading
Illinois
$1.76M +$1.66M +23,962 New
N
37
Nuveen
North Carolina
$1.74M -$1.42M -20,539 -46%
HF
38
HRT Financial
New York
$1.62M +$1.54M +22,330 New
WP
39
WMS Partners
Maryland
$1.54M +$1.47M +21,257 New
Nordea Investment Management
40
Nordea Investment Management
Sweden
$1.5M +$97.8K +1,416 +7%
Millennium Management
41
Millennium Management
New York
$1.46M -$405K -5,862 -23%
Parallax Volatility Advisers
42
Parallax Volatility Advisers
California
$1.29M +$155K +2,239 +14%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.13M +$145K +2,100 +16%
Barclays
44
Barclays
United Kingdom
$1.11M +$91.5K +1,325 +9%
Squarepoint
45
Squarepoint
New York
$1.1M +$189K +2,730 +22%
EGM
46
Engineers Gate Manager
New York
$1.08M +$469K +6,789 +84%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.06M +$219K +3,169 +28%
RC
48
RBF Capital
California
$1.06M
MML Investors Services
49
MML Investors Services
Massachusetts
$993K +$418K +6,058 +80%
JF
50
Jump Financial
Illinois
$887K -$1.57M -22,729 -65%