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Root
ROOT
ROOT
94 hedge funds and large institutions have $664M invested in Root in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
42% more call options, than puts
Call options by funds: $44.5M | Put options by funds: $31.4M
29% more funds holding
Funds holding: 73 → 94 (+21)
4% more capital invested
Capital invested by funds: $641M → $664M (+$23M)
0.76% less ownership
Funds ownership: 4.69% → 3.92% (-0.76%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
94
Holders Change
+21
Holders Change %
+28.77%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
25
Reduced
13
Closed
18
Calls
$44.5M
Puts
$31.4M
Net Calls
+$13.1M
Net Calls Change
+$4.6M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.7M |
| 2 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$28.7M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$27.5M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$12.8M |
| 5 |
GH
GAM Holding
Zurich,
Switzerland
|
+$7.92M |
Top Sellers
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$8.75M |
| 2 |
CP
Centerbridge Partners
New York
|
-$7.14M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$6.13M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.46M |
| 5 |
AI
Atom Investors
Austin,
Texas
|
-$3.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
101
Pentwater Capital Management
Naples,
Florida
| – | -$509K | -2,222 | Closed |
|
|
CAC
102
Cowen and Company
New York
| – | -$409K | -1,783 | Closed |
|
|
AWE
103
Avidian Wealth Enterprises
Houston,
Texas
| – | -$397K | -1,732 | Closed |
|
|
MA
104
MCF Advisors
Covington,
Kentucky
| – | -$384K | -1,678 | Closed |
|
|
CM
105
Caption Management
Oklahoma City,
Oklahoma
| – | -$255K | -1,111 | Closed |
|
|
LCM
106
Laurion Capital Management
New York
| – | -$229K | -1,000 | Closed |
|
|
LP
107
LMR Partners
London,
United Kingdom
| – | -$181K | -790 | Closed |
|
|
EGM
108
Engineers Gate Manager
New York
| – | -$169K | -739 | Closed |
|
109
Creative Planning
Overland Park,
Kansas
| – | -$128K | -560 | Closed |
|
110
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$120K | -539 | Closed |
|
111
Fidelity Investments
Boston,
Massachusetts
| – | -$4.16K | -22 | Closed |
|
|
GLLW
112
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | +$189 | +1 | New |
|