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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
Belvedere Trading
101
Belvedere Trading
Illinois
$202K +$192K +2,783 New
SO
102
STRS Ohio
Ohio
$167K +$159K +2,300 New
SS
103
SBI Securities
Japan
$154K +$147K +2,128 New
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$137K +$131K +1,894 New
ACM
105
Aquatic Capital Management
Illinois
$112K +$50.9K +737 +92%
KK
106
KLP Kapitalforvaltning
Norway
$94.4K +$89.8K +1,300 New
AIP
107
Ameritas Investment Partners
Nebraska
$61.4K
Osaic Holdings
108
Osaic Holdings
Arizona
$59.7K -$13.7K -199 -19%
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$45K +$42.8K +620 New
HNB
110
Huntington National Bank
Ohio
$36.3K
AA
111
Ancora Advisors
Ohio
$36.3K
Russell Investments Group
112
Russell Investments Group
United Kingdom
$30.6K +$25.2K +365 +652%
AB
113
Amalgamated Bank
New York
$22K
CAL
114
Capital Advisors Ltd
Ohio
$22K
CIAM
115
Caitong International Asset Management
Hong Kong
$17.7K +$16.9K +244 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$14K +$7.18K +104 +124%
MCM
117
MAI Capital Management
Ohio
$10K +$9.53K +138 New
IA
118
IFP Advisors
Florida
$7.7K +$7.18K +104 New
GI
119
GAMMA Investing
California
$4.5K +$1.31K +19 +44%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$4.28K +$1.59K +23 +64%
WWM
121
Wolff Wiese Magana
California
$2.9K
APM
122
a16z Perennial Management
California
$726
SCM
123
Sterling Capital Management
North Carolina
$653
CA
124
CoreCap Advisors
Michigan
$581 +$553 +8 New
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$436 +$414 +6 New