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63 hedge funds and large institutions have $50.8M invested in Root in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more capital invested

Capital invested by funds: $28.1M → $50.8M (+$22.7M)

32% more call options, than puts

Call options by funds: $4.83M | Put options by funds: $3.65M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7.28% less ownership

Funds ownership: 68.36%61.08% (-7.3%)

11% less funds holding

Funds holding: 7163 (-8)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
0.99%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
9
Reduced
19
Closed
26
Calls
$4.83M
Puts
$3.65M
Net Calls
+$1.18M
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$2.68K +$254 +46 +18%
AW
52
Avion Wealth
Texas
$1K +$1.18K +213 New
Russell Investments Group
53
Russell Investments Group
United Kingdom
$644 +$398 +72 New
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$554 -$30.5K -5,516 -99%
WWM
55
Wolff Wiese Magana
California
$358
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$313 +$116 +21 +150%
GI
57
Gradient Investments
Minnesota
$304
JP Morgan Chase
58
JP Morgan Chase
New York
$215 -$33.4K -6,040 -100%
FCB
59
First Command Bank
Texas
$98
FCFS
60
First Command Financial Services
Texas
$98
Barclays
61
Barclays
United Kingdom
$45 -$22.3K -4,033 -100%
IA
62
IFP Advisors
Florida
$36 +$22 +4 New
Citigroup
63
Citigroup
New York
$18
HA
64
HHLR Advisors
Cayman Islands
-$627K -138,977 Closed
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
-$347K -76,943 Closed
CS
66
Credit Suisse
Switzerland
-$152K -33,779 Closed
JIC
67
Johnson Investment Counsel
Ohio
-$136K -30,166 Closed
TI
68
Trexquant Investment
Connecticut
-$129K -28,631 Closed
Charles Schwab
69
Charles Schwab
California
-$118K -26,107 Closed
Bank of New York Mellon
70
Bank of New York Mellon
New York
-$108K -23,897 Closed
N
71
Nuveen
North Carolina
-$107K -23,669 Closed
GCM
72
G2 Capital Management
Ohio
-$95.7K -21,225 Closed
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
-$86.5K -19,169 Closed
CC
74
Corton Capital
Ontario, Canada
-$59K -13,084 Closed
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
-$52.5K -11,639 Closed