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89 hedge funds and large institutions have $29.3M invested in Root in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $1.08M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.54% more ownership

Funds ownership: 71.26%71.81% (+0.54%)

6% less funds holding

Funds holding: 9589 (-6)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

42% less capital invested

Capital invested by funds: $50.3M → $29.3M (-$21M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
21
Increased
17
Reduced
30
Closed
26
Calls
$1.44M
Puts
$1.08M
Net Calls
+$360K
Net Calls Change
-$5.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RCGI
1
Ribbit Capital GP IV
California
$7.36M +$11.3M +1,638,196 New
SFG
2
SVB Financial Group
Texas
$3.52M +$5.4M +783,012 New
SLG
3
Silver Lake Group
California
$2.31M
BlackRock
4
BlackRock
New York
$2.29M +$244K +35,338 +7%
SI
5
Schusterman Interests
Oklahoma
$2.18M
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.81M +$17.7K +2,560 +0.6%
GP
7
Galileo PTC
British Virgin Islands
$1.13M
Renaissance Technologies
8
Renaissance Technologies
New York
$1.01M +$279K +40,447 +22%
DIG
9
Dragoneer Investment Group
California
$693K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$654K +$115K +16,603 +13%
HA
11
HHLR Advisors
Cayman Islands
$624K -$37.7K -5,466 -4%
State Street
12
State Street
Massachusetts
$570K -$100K -14,565 -10%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$395K -$398K -57,710 -40%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$355K -$392K -56,801 -42%
Northern Trust
15
Northern Trust
Illinois
$281K -$14.9K -2,154 -3%
Morgan Stanley
16
Morgan Stanley
New York
$241K +$35.6K +5,168 +11%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$209K -$18.6K -2,704 -5%
AQR Capital Management
18
AQR Capital Management
Connecticut
$195K +$221K +32,076 +282%
BC
19
Bullfrog Capital
California
$194K -$375K -54,336 -56%
SC
20
Sculptor Capital
New York
$177K +$272K +39,500 New
TI
21
Trexquant Investment
Connecticut
$159K -$90.6K -13,130 -27%
OQS
22
Occudo Quantitative Strategies
Florida
$157K -$117K -16,950 -33%
HV
23
HST Ventures
Utah
$146K
CS
24
Credit Suisse
Switzerland
$146K -$67.1K -9,726 -23%
Charles Schwab
25
Charles Schwab
California
$117K +$62.4K +9,051 +53%

ROOT Hedge Fund Activity: Q4 2022 in Review

89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q4 2022, worth a combined $29.3M — down 42% from $50.3M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of ROOT and 21 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 17 added.

The largest buyer was Renaissance Technologies, adding an estimated $279K. The largest seller was Millennium Management, exiting entirely with an estimated $1.41M sold.

  • 89 institutional investors held Root (ROOT) as of Q4 2022, down from 95 in Q3 2022.
  • Funds reported $29.3M of Root stock for Q4 2022, down 42% quarter-over-quarter.
  • 21 funds opened new Root positions in Q4 2022 and 26 closed out, a net change of -5 holders.
  • The largest Root buyer in Q4 2022 was Renaissance Technologies, an estimated $279K added.
  • The largest Root seller in Q4 2022 was Millennium Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2022.