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119 hedge funds and large institutions have $126M invested in Root in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $2.45M

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 112119 (+7)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.2% more ownership

Funds ownership: 3.61%3.81% (+0.2%)

36% less capital invested

Capital invested by funds: $197M → $126M (-$71.1M)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
28
Increased
29
Reduced
28
Closed
19
Calls
$3.61M
Puts
$2.45M
Net Calls
+$1.16M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$10K +$3.14K +116 +34%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.81K -$15.1K -556 -57%
AAP
103
Arax Advisory Partners
Colorado
$6K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$4K
PHK
105
Point72 Hong Kong
Hong Kong
$4K +$4.55K +168 New
WWM
106
Wolff Wiese Magana
California
$2K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$2K +$2.11K +78 New
ED
108
Exane Derivatives
France
$1.34K -$70.7K -2,611 -98%
PVH
109
Psagot Value Holdings
Israel
$1K -$3.11K -115 -65%
FCB
110
First Command Bank
Texas
$1K
FCFS
111
First Command Financial Services
Texas
$1K
GI
112
Gradient Investments
Minnesota
$1K
TCWA
113
Ten Capital Wealth Advisors
Washington
$1K
HF
114
HRT Financial
New York
-$2.1M -59,198 Closed
CSS
115
Cubist Systematic Strategies
Connecticut
-$941K -34,753 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
116
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$924K -26,067 Closed
HP
117
Harbourvest Partners
Massachusetts
-$402K -11,351 Closed
E
118
Ergoteles
New York
-$226K -6,378 Closed
GCM
119
Graham Capital Management
Connecticut
-$217K -6,148 Closed
Squarepoint
120
Squarepoint
New York
-$212K -5,982 Closed
SFG
121
SNS Financial Group
Minnesota
-$138K -3,889 Closed
DTL
122
Dynamic Technology Lab
Singapore
-$128K -3,589 Closed
ECG
123
EPIQ Capital Group
California
-$83K -2,344 Closed
JF
124
Jump Financial
Illinois
-$69K -1,925 Closed
OMC
125
Old Mission Capital
Illinois
-$51K -1,450 Closed

ROOT Hedge Fund Activity: Q2 2022 in Review

119 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q2 2022, worth a combined $126M — down 36% from $197M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ROOT positions and 19 closed out — a net gain of 9 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $10.3M. The largest seller was Millennium Management, cutting an estimated $4.45M.

  • 119 institutional investors held Root (ROOT) as of Q2 2022, up from 112 in Q1 2022.
  • Funds reported $126M of Root stock for Q2 2022, down 36% quarter-over-quarter.
  • 28 funds opened new Root positions in Q2 2022 and 19 closed out, a net change of +9 holders.
  • The largest Root buyer in Q2 2022 was BlackRock, an estimated $10.3M added.
  • The largest Root seller in Q2 2022 was Millennium Management, an estimated $4.45M sold.

Based on aggregated 13F filings for Q2 2022.