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103 hedge funds and large institutions have $279M invested in Root in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

60% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $12.3M

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

4% more funds holding

Funds holding: 99103 (+4)

3.7% less ownership

Funds ownership: 73.46%69.76% (-3.7%)

26% less capital invested

Capital invested by funds: $375M → $279M (-$95.7M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
28
Increased
36
Reduced
21
Closed
24
Calls
$19.7M
Puts
$12.3M
Net Calls
+$7.36M
Net Calls Change
-$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
-$619 -12 Closed
OWA
127
Opal Wealth Advisors
New York
-$568 -11 Closed