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71 hedge funds and large institutions have $28.1M invested in Root in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $586K

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $29.3M → $28.1M (-$1.28M)

3.45% less ownership

Funds ownership: 71.81%68.36% (-3.4%)

20% less funds holding

Funds holding: 8971 (-18)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

69% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 26

Holders
71
Holders Change
-18
Holders Change %
-20.22%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
8
Increased
16
Reduced
23
Closed
26
Calls
$1.5M
Puts
$586K
Net Calls
+$909K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$6K -$4.92K -971 -44%
Group One Trading
52
Group One Trading
Illinois
$5.97K -$13.1K -2,588 -66%
Simplex Trading
53
Simplex Trading
Illinois
$5K -$14.7K -2,896 -69%
AB
54
Amalgamated Bank
New York
$4K -$871 -172 -18%
Osaic Holdings
55
Osaic Holdings
Arizona
$3.93K
AAP
56
Arax Advisory Partners
Colorado
$3.61K +$2.53K +500 +167%
Legal & General Group
57
Legal & General Group
United Kingdom
$2.93K
AIP
58
Ameritas Investment Partners
Nebraska
$2.62K
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1.15K
TCWA
61
Ten Capital Wealth Advisors
Washington
$451 +$344 +68 +213%
WBC
62
West Branch Capital
Massachusetts
$253 +$284 +56 New
WWM
63
Wolff Wiese Magana
California
$181
GI
64
Gradient Investments
Minnesota
$153
Citadel Advisors
65
Citadel Advisors
Florida
$68 -$36.4K -7,179 -100%
FCB
66
First Command Bank
Texas
$50
FCFS
67
First Command Financial Services
Texas
$50
IAIM
68
International Assets Investment Management
Florida
$23 +$25 +5 New
Citigroup
69
Citigroup
New York
$9 -$263 -52 -96%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
-$209K -46,627 Closed
AQR Capital Management
71
AQR Capital Management
Connecticut
-$195K -43,437 Closed
SC
72
Sculptor Capital
New York
-$177K -39,500 Closed
OQS
73
Occudo Quantitative Strategies
Florida
-$157K -34,886 Closed
SSA
74
Schonfeld Strategic Advisors
New York
-$109K -24,200 Closed
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
-$105K -23,425 Closed