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129 hedge funds and large institutions have $535M invested in Root in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

92% more capital invested

Capital invested by funds: $279M → $535M (+$256M)

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

34% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $46.5M

25% more funds holding

Funds holding: 103129 (+26)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.84% less ownership

Funds ownership: 69.76%68.92% (-0.84%)

Holders
129
Holders Change
+26
Holders Change %
+25.24%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
40
Reduced
24
Closed
21
Calls
$62.5M
Puts
$46.5M
Net Calls
+$15.9M
Net Calls Change
+$8.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$348K +$332K +4,800 New
AQR Capital Management
77
AQR Capital Management
Connecticut
$334K -$1.49M -21,532 -82%
GF
78
Gabelli Funds
New York
$334K +$318K +4,600 New
Invesco
79
Invesco
Georgia
$328K +$313K +4,525 New
CF
80
Corebridge Financial
Texas
$312K -$22.4K -324 -7%
CC
81
Corton Capital
Ontario, Canada
$310K -$981K -14,196 -77%
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$309K +$294K +4,257 New
SOW
83
State of Wyoming
Wyoming
$302K +$51.1K +740 +22%
Wells Fargo
84
Wells Fargo
California
$297K +$76K +1,101 +37%
DTL
85
Dynamic Technology Lab
Singapore
$286K -$714K -10,333 -72%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$283K -$2.76M -39,967 -91%
GGHC
87
Gilder Gagnon Howe & Co
New York
$272K +$259K +3,752 New
TD Asset Management
88
TD Asset Management
Ontario, Canada
$261K +$249K +3,600 New
YIH
89
Y-Intercept (HK)
Hong Kong
$255K +$243K +3,517 New
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$254K
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$248K +$236K +3,423 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231K +$219K +3,177 New
RFA
93
Rollins Financial Advisors
New York
$230K -$1.02M -14,711 -82%
IIM
94
INTECH Investment Management
Florida
$227K +$216K +3,121 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$220K -$73.1K -1,059 -26%
AWM
96
Activest Wealth Management
Florida
$218K
WB
97
WesBanco Bank
West Virginia
$218K +$207K +3,000 New
Mariner
98
Mariner
Kansas
$217K +$206K +2,988 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$216K +$205K +2,970 New
FL
100
FreeGulliver LLC
Louisiana
$203K +$193K +2,800 New