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Root
ROOT

Overview Fund Activity

73 hedge funds and large institutions have $641M invested in Root in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 28 closing their positions.

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
22
Reduced
14
Closed
28
Calls
$26.7M
Puts
$18.3M
Net Calls
+$8.47M
Net Calls Change
+$16.8M

Top Buyers

1
Tiger Global Management
1
Tiger Global Management
New York
$39.6M
2
CS
2
Credit Suisse
Switzerland
$33.5M
3
AI
3
Atom Investors
Texas
$11.3M
4
FG
4
Formula Growth
Quebec, Canada
$8.61M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$11.4M

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$0
2
AAM
2
Anglepoint Asset Management
Cayman Islands
$0
3
WP
3
Woodline Partners
California
$0
4
DCP
4
Durable Capital Partners
Maryland
$8.75M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$1.81M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
51
State Street
Massachusetts
$257K 20,200 – –
UBS Group
52
UBS Group
Switzerland
$256K 20,080 +20,080 New
CM
53
Caption Management
Oklahoma
$255K 20,000 +20,000 New
LCM
54
Laurion Capital Management
New York
$229K 18,000 – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$199K 15,677 +7,998 +104%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$195K 15,370 -947 -6%
SWP
57
Stratos Wealth Partners
Ohio
$193K 15,200 +15,200 New
LP
58
LMR Partners
United Kingdom
$181K 14,226 +14,226 New
EGM
59
Engineers Gate Manager
New York
$169K 13,300 +13,300 New
Creative Planning
60
Creative Planning
Kansas
$128K 10,087 +10,087 New
DCM
61
Dimension Capital Management
Florida
$127K 10,000 +10,000 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$120K 9,700 +9,700 New
Bank of America
63
Bank of America
North Carolina
$112K 8,790 +7,076 +413%
Osaic Holdings
64
Osaic Holdings
Arizona
$100K 7,802 +4,077 +109%
CIC
65
Canal Insurance Company
South Carolina
$95K 7,500 +7,500 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K 1,800 +1,800 New
First Manhattan
67
First Manhattan
New York
$9K 750 – –
GI
68
Gradient Investments
Minnesota
$8K 618 +618 New
IA
69
IFP Advisors
Florida
$8K 650 +650 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$5K 395 +383 +3,192%
JWM
71
Janiczek Wealth Management
Colorado
$4K 300 – –
FCB
72
First Command Bank
Texas
$3K 200 – –
FCFS
73
First Command Financial Services
Texas
$3K 200 – –
WRCM
74
Whale Rock Capital Management
Massachusetts
– – -1,851,852 Closed
AAM
75
Anglepoint Asset Management
Cayman Islands
– – -1,675,107 Closed
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