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Root
ROOT

Overview Fund Activity

203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+27
Holders Change %
+15.34%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
59
Increased
84
Reduced
38
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M

Top Buyers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$33.8M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$104M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$63.5M
4
American Century Companies
4
American Century Companies
Missouri
$45.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.3M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$7.7M
2
Jane Street
2
Jane Street
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$6.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.5M
5
SCM
5
SVB Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$11.1M +$11.1M +86,577 New
LCM
27
Landscape Capital Management
New Jersey
$9.4M -$2.94M -23,008 -24%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$8.15M +$4.86K +38 +0.1%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$7.7M -$18.1M -141,173 -70%
GIPM
30
G2 Investment Partners Management
New York
$7.67M +$7.67M +59,900 New
EGM
31
Engineers Gate Manager
New York
$7.56M +$5.99M +46,800 +380%
HAI
32
Hennessy Advisors Inc
California
$7.17M +$7.17M +56,002 New
TI
33
Trexquant Investment
Connecticut
$6.24M +$3.04M +23,793 +95%
UBS Group
34
UBS Group
Switzerland
$6.2M -$12.6M -98,720 -67%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$5.99M +$5.99M +46,831 New
Citigroup
36
Citigroup
New York
$5.69M +$4.6M +35,977 +423%
Millennium Management
37
Millennium Management
New York
$4.73M +$3.08M +24,075 +187%
Federated Hermes
38
Federated Hermes
Pennsylvania
$4.71M +$4.7M +36,742 +50,332%
Principal Financial Group
39
Principal Financial Group
Iowa
$4.6M +$4.6M +35,956 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$4.39M +$584K +4,561 +15%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$4.3M -$5.22M -40,788 -55%
Bank of America
42
Bank of America
North Carolina
$4.19M -$5.26M -41,074 -56%
Charles Schwab
43
Charles Schwab
California
$4M +$887K +6,929 +29%
DCM
44
Discovery Capital Management
Connecticut
$3.86M -$448K -3,500 -10%
Marshall Wace
45
Marshall Wace
United Kingdom
$3.81M +$1.57M +12,276 +70%
IA
46
IFC Advisors
California
$3.79M +$3.79M +29,627 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$3.7M +$2.94M +22,997 +389%
NL
48
Nuveen LLC
North Carolina
$3.55M -$116K -908 -3%
IMC Chicago
49
IMC Chicago
Illinois
$3.35M +$3.35M +26,145 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.27M +$94.1K +735 +3%
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