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99 hedge funds and large institutions have $375M invested in Root in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $16.3M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

14% more funds holding

Funds holding: 8799 (+12)

9.74% more ownership

Funds ownership: 63.72%73.46% (+9.7%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $372M → $375M (+$2.67M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
32
Increased
27
Reduced
26
Closed
20
Calls
$29.9M
Puts
$16.3M
Net Calls
+$13.5M
Net Calls Change
+$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Activest Wealth Management
Florida
$155K +$174K +3,000 New
MIM
77
MetLife Investment Management
New Jersey
$116K +$130K +2,238 New
Citigroup
78
Citigroup
New York
$97K -$857K -14,810 -89%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$87.3K -$46.5K -803 -32%
CP
80
Castleview Partners
Texas
$80.6K +$90.4K +1,562 New
EC
81
EntryPoint Capital
New York
$79.4K +$89.1K +1,539 New
Osaic Holdings
82
Osaic Holdings
Arizona
$52.7K -$656K -11,335 -92%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$52K +$44.9K +776 +329%
AIP
84
Ameritas Investment Partners
Nebraska
$43.7K +$49K +846 New
Russell Investments Group
85
Russell Investments Group
United Kingdom
$43.2K +$44.3K +765 +1,063%
AAP
86
Arax Advisory Partners
Colorado
$41.3K -$4.05K -70 -8%
HNB
87
Huntington National Bank
Ohio
$25.8K
SOW
88
State of Wyoming
Wyoming
$21.7K +$24.3K +420 New
CAL
89
Capital Advisors Ltd
Ohio
$16K
AB
90
Amalgamated Bank
New York
$15K +$17.3K +299 New
MIM
91
Macroview Investment Management
Maryland
$8.98K +$2.02K +35 +25%
GI
92
GAMMA Investing
California
$2.22K
WWM
93
Wolff Wiese Magana
California
$2.06K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$1.86K -$15.3K -264 -88%
GI
95
Gradient Investments
Minnesota
$1.75K
Federated Hermes
96
Federated Hermes
Pennsylvania
$671 +$752 +13 New
HI
97
Harbour Investments
Wisconsin
$619
OWA
98
Opal Wealth Advisors
New York
$568 +$637 +11 New
APM
99
a16z Perennial Management
California
$516
Millennium Management
100
Millennium Management
New York
-$4.09M -67,007 Closed