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Root
ROOT

Overview Fund Activity

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.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.49%
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

Top Buyers

1
SCM
1
SVB Capital Management
California
$29.6M
2
GC
2
GMT Capital
Georgia
$5.64M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$11M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.28M
5
HRCM
5
Hood River Capital Management
Florida
$9.29M

Top Sellers

1
SFG
1
SVB Financial Group
Texas
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.81M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$10.4M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$132K 3,500 – –
SOW
77
State of Wyoming
Wyoming
$129K 3,422 +3,002 +715%
AWM
78
Activest Wealth Management
Florida
$113K 3,000 – –
Wells Fargo
79
Wells Fargo
California
$113K 2,989 -398 -12%
Osaic Holdings
80
Osaic Holdings
Arizona
$38.6K 1,022 – –
PD
81
Point72 (DIFC)
United Arab Emirates
$32.8K 867 +867 New
AIP
82
Ameritas Investment Partners
Nebraska
$32K 846 – –
ACM
83
Aquatic Capital Management
Illinois
$30.2K 800 -2,500 -76%
AAP
84
Arax Advisory Partners
Colorado
$30.2K 800 – –
Group One Trading
85
Group One Trading
Illinois
$25.2K 667 -3,463 -84%
HNB
86
Huntington National Bank
Ohio
$18.9K 501 – –
AA
87
Ancora Advisors
Ohio
$18.9K 500 +500 New
CAL
88
Capital Advisors Ltd
Ohio
$12K 308 – –
AB
89
Amalgamated Bank
New York
$11K 299 – –
TRCT
90
Tower Research Capital (TRC)
New York
$10.3K 273 +273 New
Federated Hermes
91
Federated Hermes
Pennsylvania
$3.78K 100 +87 +669%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$3K 84 +84 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$2.12K 56 -781 -93%
ADL
94
Asset Dedication LLC
California
$1.66K 44 +44 New
GI
95
GAMMA Investing
California
$1.63K 43 – –
WWM
96
Wolff Wiese Magana
California
$1.51K 40 – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.36K 36 – –
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$604 16 +16 New
APM
99
a16z Perennial Management
California
$378 10 – –
TWD
100
True Wealth Design
Ohio
$341 9 +9 New
2 3
4
5 6