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112 hedge funds and large institutions have $197M invested in Root in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $5.79M

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2% more funds holding

Funds holding: 110112 (+2)

0.48% less ownership

Funds ownership: 4.09%3.61% (-0.48%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

35% less capital invested

Capital invested by funds: $302M → $197M (-$105M)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
26
Increased
34
Reduced
24
Closed
23
Calls
$10.3M
Puts
$5.79M
Net Calls
+$4.53M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
101
Psagot Value Holdings
Israel
$6K +$1.23K +34 +24%
WWM
102
Wolff Wiese Magana
California
$3K
FCB
103
First Command Bank
Texas
$1K
FCFS
104
First Command Financial Services
Texas
$1K
First Manhattan
105
First Manhattan
New York
$1K
GI
106
Gradient Investments
Minnesota
$1K
JWM
107
Janiczek Wealth Management
Colorado
$1K
TCWA
108
Ten Capital Wealth Advisors
Washington
$1K +$505 +14 +108%
APA
109
American Portfolios Advisors
New York
$591
AGM
110
Alpine Global Management
New York
$33 -$54.4K -1,508 -62%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
-$4.18M -74,928 Closed
SAM
112
Soviero Asset Management
New York
-$2.79M -50,000 Closed
EC
113
Exelon Corporation
Illinois
-$1.96M -35,138 Closed
PP
114
Paloma Partners
Connecticut
-$882K -15,799 Closed
VF
115
Virtu Financial
New York
-$661K -11,849 Closed
Point72 Asset Management
116
Point72 Asset Management
Connecticut
-$652K -11,689 Closed
Group One Trading
117
Group One Trading
Illinois
-$298K -8,261 Closed
EGM
118
Engineers Gate Manager
New York
-$203K -3,645 Closed
BCM
119
Bayesian Capital Management
New York
-$78K -1,406 Closed
PM
120
Parametrica Management
Hong Kong
-$78K -1,404 Closed
LPL Financial
121
LPL Financial
California
-$72K -1,282 Closed
TSS
122
Two Sigma Securities
New York
-$67K -1,194 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
-$38.1K -1,056 Closed
BCM
124
Bluefin Capital Management
New York
-$36.8K -1,022 Closed
9WM
125
9258 Wealth Management
Ohio
-$43K -778 Closed