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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
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$436 +$414 +6 New
EWA
127
EverSource Wealth Advisors
Alabama
$290 +$276 +4 New
US Bancorp
128
US Bancorp
Minnesota
$218 +$207 +3 New
GRP
129
Global Retirement Partners
California
$73 +$69 +1 New
HRCM
130
Hood River Capital Management
Florida
-$9.29M -245,943 Closed
CSS
131
Cubist Systematic Strategies
Connecticut
-$6.23M -90,131 Closed
GCM
132
Graham Capital Management
Connecticut
-$886K -23,457 Closed
Balyasny Asset Management
133
Balyasny Asset Management
Illinois
-$812K -21,503 Closed
XT
134
XTX Topco
Cayman Islands
-$645K -17,082 Closed
QT
135
Quantbot Technologies
New York
-$561K -14,836 Closed
Point72 Asset Management
136
Point72 Asset Management
Connecticut
-$428K -11,324 Closed
SG Americas Securities
137
SG Americas Securities
New York
-$412K -10,892 Closed
SPA
138
Sherbrooke Park Advisers
New York
-$369K -9,758 Closed
WG
139
Winton Group
United Kingdom
-$295K -7,805 Closed
Franklin Resources
140
Franklin Resources
California
-$278K -6,589 Closed
VI
141
Versor Investments
New York
-$216K -5,710 Closed
PD
142
Point72 (DIFC)
United Arab Emirates
-$32.8K -867 Closed
AAP
143
Arax Advisory Partners
Colorado
-$30.2K -800 Closed
Group One Trading
144
Group One Trading
Illinois
-$46.1K -667 Closed
Federated Hermes
145
Federated Hermes
Pennsylvania
-$3.78K -100 Closed
ADL
146
Asset Dedication LLC
California
-$1.66K -44 Closed
Allspring Global Investments
147
Allspring Global Investments
North Carolina
-$604 -16 Closed
TWD
148
True Wealth Design
Ohio
-$341 -9 Closed
CPA
149
Capital Performance Advisors
California
-$38 -1 Closed
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
-$38 -1 Closed