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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.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

46% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $18.3M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 4.69%4.69% (-0.01%)

6% less funds holding

Funds holding: 7873 (-5)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

19% less capital invested

Capital invested by funds: $789M → $641M (-$148M)

Holders
73
Holders Change
-5
Holders Change %
-6.41%
% of All Funds
1.28%
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
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
51
State Street
Massachusetts
$257K
UBS Group
52
UBS Group
Switzerland
$256K +$337K +1,116 New
CM
53
Caption Management
Oklahoma
$255K +$336K +1,111 New
LCM
54
Laurion Capital Management
New York
$229K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$199K +$134K +444 +104%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$195K -$16K -53 -6%
SWP
57
Stratos Wealth Partners
Ohio
$193K +$255K +844 New
LP
58
LMR Partners
United Kingdom
$181K +$239K +790 New
EGM
59
Engineers Gate Manager
New York
$169K +$223K +739 New
Creative Planning
60
Creative Planning
Kansas
$128K +$169K +560 New
DCM
61
Dimension Capital Management
Florida
$127K +$168K +556 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$120K +$163K +539 New
Bank of America
63
Bank of America
North Carolina
$112K +$119K +393 +414%
Osaic Holdings
64
Osaic Holdings
Arizona
$100K +$68.3K +226 +109%
CIC
65
Canal Insurance Company
South Carolina
$95K +$126K +417 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K +$30.2K +100 New
First Manhattan
67
First Manhattan
New York
$9K
GI
68
Gradient Investments
Minnesota
$8K +$10.3K +34 New
IA
69
IFP Advisors
Florida
$8K +$10.9K +36 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$5K +$6.35K +21 +2,100%
JWM
71
Janiczek Wealth Management
Colorado
$4K
FCB
72
First Command Bank
Texas
$3K
FCFS
73
First Command Financial Services
Texas
$3K
WRCM
74
Whale Rock Capital Management
Massachusetts
-$29.1M -102,881 Closed
AAM
75
Anglepoint Asset Management
Cayman Islands
-$26.3M -93,062 Closed