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97 hedge funds and large institutions have $304M invested in Root in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

3% more funds holding

Funds holding: 9497 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.12% less ownership

Funds ownership: 3.92%2.81% (-1.1%)

15% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $19.9M

54% less capital invested

Capital invested by funds: $664M → $304M (-$360M)

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
37
Reduced
14
Closed
26
Calls
$16.8M
Puts
$19.9M
Net Calls
-$3.03M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
51
Schonfeld Strategic Advisors
New York
$163K +$213K +1,720 New
CIC
52
Canal Insurance Company
South Carolina
$158K +$103K +834 +100%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$155K +$104K +842 +106%
Wells Fargo
54
Wells Fargo
California
$143K -$2.34M -18,842 -93%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$121K +$19.4K +156 +14%
Citigroup
56
Citigroup
New York
$118K +$72.7K +586 +90%
LPL Financial
57
LPL Financial
California
$108K +$57.4K +463 +69%
HIIFS
58
Harel Insurance Investments & Financial Services
Israel
$107K +$139K +1,123 New
Capstone Investment Advisors
59
Capstone Investment Advisors
New York
$105K +$138K +1,110 New
TSS
60
Two Sigma Securities
New York
$102K +$134K +1,078 New
Osaic Holdings
61
Osaic Holdings
Arizona
$101K +$30.8K +248 +31%
KAS
62
Kestra Advisory Services
Texas
$99K -$23.1K -186 -15%
RJA
63
Raymond James & Associates
Florida
$89K -$127K -1,022 -52%
Stifel Financial
64
Stifel Financial
Missouri
$84K -$25.9K -209 -19%
SWP
65
Stratos Wealth Partners
Ohio
$82K +$2.11K +17 +2%
AG
66
Algert Global
California
$81K -$342K -2,759 -76%
Belvedere Trading
67
Belvedere Trading
Illinois
$80K +$111K +892 New
9WM
68
9258 Wealth Management
Ohio
$74K
AWM
69
AE Wealth Management
Kansas
$67K +$87.1K +702 New
DIM
70
Delta Investment Management
California
$66K +$86.1K +694 New
XT
71
XTX Topco
Cayman Islands
$63K +$82.2K +663 New
CAN
72
Cetera Advisor Networks
California
$61K -$72.6K -585 -48%
VI
73
Versor Investments
New York
$57K +$74.4K +600 New
CIBC Asset Management
74
CIBC Asset Management
Ontario, Canada
$55K +$71.8K +579 New
DCM
75
Dimension Capital Management
Florida
$53K