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94 hedge funds and large institutions have $664M invested in Root in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

42% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $31.4M

29% more funds holding

Funds holding: 7394 (+21)

4% more capital invested

Capital invested by funds: $641M → $664M (+$23M)

0.76% less ownership

Funds ownership: 4.69%3.92% (-0.76%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
+21
Holders Change %
+28.77%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
25
Reduced
13
Closed
18
Calls
$44.5M
Puts
$31.4M
Net Calls
+$13.1M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
76
GSA Capital Partners
United Kingdom
$114K +$110K +584 New
DCM
77
Dimension Capital Management
Florida
$108K
EPA
78
Element Pointe Advisors
Florida
$96K -$328K -1,735 -73%
SOW
79
State of Wyoming
Wyoming
$35K +$34K +180 New
AAP
80
Arax Advisory Partners
Colorado
$27K +$26.3K +139 New
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.5K
ASN
82
Advisory Services Network
Georgia
$19K +$18.1K +96 New
Bank of America
83
Bank of America
North Carolina
$18K -$74.3K -393 -81%
First Manhattan
84
First Manhattan
New York
$8K
GI
85
Gradient Investments
Minnesota
$7K
IA
86
IFP Advisors
Florida
$7K
WWM
87
Wolff Wiese Magana
California
$5K +$5.29K +28 New
FIA
88
FNY Investment Advisers
New York
$4K +$4.16K +22 New
JWM
89
Janiczek Wealth Management
Colorado
$3K
FCB
90
First Command Bank
Texas
$2K
FCFS
91
First Command Financial Services
Texas
$2K
ADL
92
Asset Dedication LLC
California
$1K +$1.13K +6 New
WOC
93
West Oak Capital
California
$1K +$1.13K +6 New
DCP
94
Durable Capital Partners
Maryland
-$8.75M -38,186 Closed
American Century Companies
95
American Century Companies
Missouri
-$6.13M -26,743 Closed
TCM
96
Tygh Capital Management
Oregon
-$2.83M -12,371 Closed
VF
97
Virtu Financial
New York
-$1.39M -6,069 Closed
GC
98
Gillson Capital
Illinois
-$1.37M -5,976 Closed
SSA
99
Schonfeld Strategic Advisors
New York
-$1.04M -4,528 Closed
California Public Employees Retirement System
100
California Public Employees Retirement System
California
-$675K -2,944 Closed