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103 hedge funds and large institutions have $279M invested in Root in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

60% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $12.3M

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

4% more funds holding

Funds holding: 99103 (+4)

3.7% less ownership

Funds ownership: 73.46%69.76% (-3.7%)

26% less capital invested

Capital invested by funds: $375M → $279M (-$95.7M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
28
Increased
36
Reduced
21
Closed
24
Calls
$19.7M
Puts
$12.3M
Net Calls
+$7.36M
Net Calls Change
-$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$132K
SOW
77
State of Wyoming
Wyoming
$129K +$155K +3,002 +715%
AWM
78
Activest Wealth Management
Florida
$113K
Wells Fargo
79
Wells Fargo
California
$113K -$20.6K -398 -12%
Osaic Holdings
80
Osaic Holdings
Arizona
$38.6K
PD
81
Point72 (DIFC)
United Arab Emirates
$32.8K +$44.8K +867 New
AIP
82
Ameritas Investment Partners
Nebraska
$32K
ACM
83
Aquatic Capital Management
Illinois
$30.2K -$129K -2,500 -76%
AAP
84
Arax Advisory Partners
Colorado
$30.2K
Group One Trading
85
Group One Trading
Illinois
$25.2K -$179K -3,463 -84%
HNB
86
Huntington National Bank
Ohio
$18.9K
AA
87
Ancora Advisors
Ohio
$18.9K +$25.8K +500 New
CAL
88
Capital Advisors Ltd
Ohio
$12K
AB
89
Amalgamated Bank
New York
$11K
TRCT
90
Tower Research Capital (TRC)
New York
$10.3K +$14.1K +273 New
Federated Hermes
91
Federated Hermes
Pennsylvania
$3.78K +$4.49K +87 +669%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$3K +$4.34K +84 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$2.12K -$40.3K -781 -93%
ADL
94
Asset Dedication LLC
California
$1.66K +$2.27K +44 New
GI
95
GAMMA Investing
California
$1.63K
WWM
96
Wolff Wiese Magana
California
$1.51K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.36K
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$604 +$826 +16 New
APM
99
a16z Perennial Management
California
$378
TWD
100
True Wealth Design
Ohio
$341 +$465 +9 New