59 hedge funds and large institutions have $56.1M invested in Root in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.94%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
11
Reduced
16
Closed
13
Calls
$3.19M
Puts
$1.78M
Net Calls
+$1.41M
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
51
UBS Group
Switzerland
$1.49K -$60.2K -6,334 -98%
AW
52
Avion Wealth
Texas
$1K
Russell Investments Group
53
Russell Investments Group
United Kingdom
$685
WWM
54
Wolff Wiese Magana
California
$381
Nisa Investment Advisors
55
Nisa Investment Advisors
Missouri
$333
GI
56
Gradient Investments
Minnesota
$323
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$228
Creative Planning
58
Creative Planning
Kansas
$48 +$48 +5 New
Alyeska Investment Group
59
Alyeska Investment Group
Illinois
-$1.31M -146,937 Closed
Hudson Bay Capital Management
60
Hudson Bay Capital Management
Connecticut
-$631K -70,614 Closed
HF
61
HRT Financial
New York
-$266K -29,841 Closed
Squarepoint
62
Squarepoint
New York
-$192K -21,437 Closed
OQS
63
Occudo Quantitative Strategies
Florida
-$116K -12,962 Closed
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
-$111K -12,305 Closed
Simplex Trading
65
Simplex Trading
Illinois
-$33K -3,718 Closed
SSA
66
Schonfeld Strategic Advisors
New York
-$21.5K -2,400 Closed
SSG
67
Summit Securities Group
New York
-$18K -2,000 Closed
FIA
68
FNY Investment Advisers
New York
-$4K -525 Closed
CWM
69
CarsonAllaria Wealth Management
Illinois
-$2.88K -322 Closed
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
-$1K -62 Closed
IA
71
IFP Advisors
Florida
-$36 -4 Closed