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110 hedge funds and large institutions have $302M invested in Root in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

13% more funds holding

Funds holding: 97110 (+13)

1.28% more ownership

Funds ownership: 2.81%4.09% (+1.3%)

1% less capital invested

Capital invested by funds: $304M → $302M (-$2.04M)

10% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $6.38M

Holders
110
Holders Change
+13
Holders Change %
+13.4%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
45
Increased
28
Reduced
18
Closed
32
Calls
$5.74M
Puts
$6.38M
Net Calls
-$638K
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Bluefin Capital Management
New York
$57K +$79.9K +1,022 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$53K -$26.1K -334 -26%
SWP
78
Stratos Wealth Partners
Ohio
$49K +$860 +11 +1%
ASRS
79
Arizona State Retirement System
Arizona
$48K +$66.8K +854 New
KAS
80
Kestra Advisory Services
Texas
$44K -$19.6K -250 -24%
Stifel Financial
81
Stifel Financial
Missouri
$43K -$8.05K -103 -12%
9WM
82
9258 Wealth Management
Ohio
$43K
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.3K +$28.6K +366 +103%
CIBC Asset Management
84
CIBC Asset Management
Ontario, Canada
$40K +$10.5K +134 +23%
GCP
85
GSA Capital Partners
United Kingdom
$37K +$51.9K +664 New
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$35K +$48.6K +622 New
Legal & General Group
87
Legal & General Group
United Kingdom
$34K +$48K +614 New
PI
88
PEAK6 Investments
Illinois
$33K -$119K -1,520 -72%
DIM
89
Delta Investment Management
California
$31K -$10.8K -138 -20%
DCM
90
Dimension Capital Management
Florida
$31K
PA
91
Probity Advisors
Texas
$31K +$43.6K +557 New
TRCT
92
Tower Research Capital (TRC)
New York
$21K +$27.8K +356 +1,271%
Wells Fargo
93
Wells Fargo
California
$18K -$91.1K -1,165 -78%
AAP
94
Arax Advisory Partners
Colorado
$16K
PVH
95
Psagot Value Holdings
Israel
$8K +$7.19K +92 +177%
DFCM
96
Dark Forest Capital Management
Puerto Rico
$6K +$7.74K +99 New
WWM
97
Wolff Wiese Magana
California
$5K
FIA
98
FNY Investment Advisers
New York
$3K +$4.38K +56 New
First Manhattan
99
First Manhattan
New York
$2K
GI
100
Gradient Investments
Minnesota
$2K