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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
MA
76
MCF Advisors
Kentucky
$53K +$69K +556 New
SRC
77
Samson Rock Capital
United Kingdom
$53K +$69K +556 New
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7K +$31.8K +256 +256%
AAP
79
Arax Advisory Partners
Colorado
$26K +$17.2K +139 +100%
JG
80
Jefferies Group
New York
$23.7K +$31K +250 New
CAM
81
CenterStar Asset Management
Illinois
$18K
SPIA
82
Steward Partners Investment Advisory
New York
$11K +$13.8K +111 New
SOW
83
State of Wyoming
Wyoming
$10K -$9.06K -73 -41%
WWM
84
Wolff Wiese Magana
California
$8K +$6.82K +55 +196%
PVH
85
Psagot Value Holdings
Israel
$5K +$6.45K +52 New
TRCT
86
Tower Research Capital (TRC)
New York
$3K -$193K -1,555 -98%
First Manhattan
87
First Manhattan
New York
$3K
GI
88
Gradient Investments
Minnesota
$3K
IA
89
IFP Advisors
Florida
$3K
JWM
90
Janiczek Wealth Management
Colorado
$2K
ADL
91
Asset Dedication LLC
California
$1K
FCB
92
First Command Bank
Texas
$1K
FCFS
93
First Command Financial Services
Texas
$1K
WOC
94
West Oak Capital
California
$1K +$248 +2 +33%
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
$1K +$868 +7 New
Coatue Management
96
Coatue Management
New York
-$49.2M -252,669 Closed
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
-$29.6M -151,917 Closed
MC
98
MIG Capital
California
-$17.1M -88,056 Closed
GH
99
GAM Holding
Switzerland
-$14M -71,979 Closed
CP
100
Centerbridge Partners
New York
-$13.5M -69,420 Closed