We are live on ! Find out more
ROOT icon

Root
ROOT

89 hedge funds and large institutions have $29.3M invested in Root in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.08M

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

0.54% more ownership

Funds ownership: 71.26% → 71.81% (+0.54%)

6% less funds holding

Funds holding: 95 → 89 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

42% less capital invested

Capital invested by funds: $50.3M → $29.3M (-$21M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
21
Increased
17
Reduced
30
Closed
26
Calls
$1.44M
Puts
$1.08M
Net Calls
+$360K
Net Calls Change
-$5.97M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$279K
2
SC
Sculptor Capital
New York
+$272K
3
BlackRock
BlackRock
New York
+$244K
4
AQR Capital Management
AQR Capital Management
Connecticut
+$221K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$152K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.41M
2
TAC
Twenty Acre Capital
Pennsylvania
-$741K
3
GC
GMT Capital
Georgia
-$629K
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$504K
5
Two Sigma Investments
Two Sigma Investments
New York
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
76
First Command Bank
Texas
$1K – – –
FCFS
77
First Command Financial Services
Texas
$1K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$808 +$1.24K +180 New
GWS
79
Glassman Wealth Services
Virginia
$368 +$566 +82 New
Citigroup
80
Citigroup
New York
$242 -$1.24K -180 -77%
WWM
81
Wolff Wiese Magana
California
$180 -$297 -43 -52%
GI
82
Gradient Investments
Minnesota
$153 – – –
TCWA
83
Ten Capital Wealth Advisors
Washington
$144 – – –
EI
84
Ellevest Inc
New York
$117 +$179 +26 New
ASN
85
Advisory Services Network
Georgia
$94 +$145 +21 New
FWM
86
Focused Wealth Management
New York
$67 – – –
Millennium Management
87
Millennium Management
New York
– -$1.41M -178,808 Closed
TAC
88
Twenty Acre Capital
Pennsylvania
– -$741K -94,098 Closed
GC
89
GMT Capital
Georgia
– -$629K -79,820 Closed
Point72 Asset Management
90
Point72 Asset Management
Connecticut
– -$504K -63,900 Closed
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
– -$357K -45,250 Closed
QM
92
QVIDTVM Management
Texas
– -$314K -39,813 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$272K -39,372 Closed
EGM
94
Engineers Gate Manager
New York
– -$151K -19,150 Closed
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
– -$109K -13,885 Closed
ECM
96
ExodusPoint Capital Management
New York
– -$96K -12,241 Closed
Truist Financial
97
Truist Financial
North Carolina
– -$89K -11,339 Closed
Swiss National Bank
98
Swiss National Bank
Switzerland
– -$88K -11,122 Closed
SFI
99
Susquehanna Fundamental Investments
Pennsylvania
– -$84K -10,600 Closed
FIA
100
FNY Investment Advisers
New York
– -$45K -5,800 Closed
1 2 3
4
5

ROOT Hedge Fund Activity: Q4 2022 in Review

89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q4 2022, worth a combined $29.3M — down 42% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ROOT and 21 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 17 added.

The largest buyer was Renaissance Technologies, adding an estimated $279K. The largest seller was Millennium Management, exiting entirely with an estimated $1.41M sold.

  • 89 institutional investors held Root (ROOT) as of Q4 2022, down from 95 in Q3 2022.
  • Funds reported $29.3M of Root stock for Q4 2022, down 42% quarter-over-quarter.
  • 21 funds opened new Root positions in Q4 2022 and 26 closed out, a net change of -5 holders.
  • The largest Root buyer in Q4 2022 was Renaissance Technologies, an estimated $279K added.
  • The largest Root seller in Q4 2022 was Millennium Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2022.