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71 hedge funds and large institutions have $28.1M invested in Root in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $586K

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less capital invested

Capital invested by funds: $29.3M → $28.1M (-$1.28M)

3.45% less ownership

Funds ownership: 71.81%68.36% (-3.4%)

20% less funds holding

Funds holding: 8971 (-18)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

69% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 26

Holders
71
Holders Change
-18
Holders Change %
-20.22%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
8
Increased
16
Reduced
23
Closed
26
Calls
$1.5M
Puts
$586K
Net Calls
+$909K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
RCGI
1
Ribbit Capital GP IV
California
$7.39M
SFG
2
SVB Financial Group
Texas
$3.53M
SLG
3
Silver Lake Group
California
$2.32M
BlackRock
4
BlackRock
New York
$2.3M -$10K -1,975 -0.4%
SI
5
Schusterman Interests
Oklahoma
$2.19M
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.82M +$4.13K +816 +0.2%
GP
7
Galileo PTC
British Virgin Islands
$1.14M
Renaissance Technologies
8
Renaissance Technologies
New York
$901K -$134K -26,352 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$721K +$71.6K +14,141 +10%
DIG
10
Dragoneer Investment Group
California
$696K
State Street
11
State Street
Massachusetts
$639K +$74.7K +14,754 +12%
HA
12
HHLR Advisors
Cayman Islands
$627K
GC
13
GMT Capital
Georgia
$360K +$404K +79,815 New
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$347K -$55.7K -10,997 -13%
Invesco
15
Invesco
Georgia
$292K +$231K +45,642 +240%
Northern Trust
16
Northern Trust
Illinois
$269K -$14.6K -2,875 -5%
Morgan Stanley
17
Morgan Stanley
New York
$237K -$5.46K -1,078 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$199K +$223K +44,069 New
BC
19
Bullfrog Capital
California
$194K
CS
20
Credit Suisse
Switzerland
$152K +$6.15K +1,214 +4%
JIC
21
Johnson Investment Counsel
Ohio
$136K +$153K +30,166 New
TI
22
Trexquant Investment
Connecticut
$129K -$33.8K -6,673 -19%
HV
23
HST Ventures
Utah
$121K -$28.9K -5,709 -18%
Charles Schwab
24
Charles Schwab
California
$118K +$5 +1 +0%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$108K +$51 +10 +0%