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99 hedge funds and large institutions have $375M invested in Root in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $16.3M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

14% more funds holding

Funds holding: 8799 (+12)

9.74% more ownership

Funds ownership: 63.72%73.46% (+9.7%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $372M → $375M (+$2.67M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
32
Increased
27
Reduced
26
Closed
20
Calls
$29.9M
Puts
$16.3M
Net Calls
+$13.5M
Net Calls Change
+$9.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
1
Ribbit Management Company
California
$86.1M -$770K -13,300 -0.8%
SFG
2
SVB Financial Group
Texas
$40.4M
BlackRock
3
BlackRock
New York
$33.7M +$26.5M +457,520 +235%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.2M +$3.68M +63,669 +17%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$21.3M +$1.16M +19,976 +5%
Morgan Stanley
6
Morgan Stanley
New York
$17.9M +$16.9M +292,687 +537%
GP
7
Galileo PTC
British Virgin Islands
$13M
Renaissance Technologies
8
Renaissance Technologies
New York
$10.4M -$2.09M -36,199 -15%
Marshall Wace
9
Marshall Wace
United Kingdom
$10.2M -$7.64M -132,048 -40%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.93M +$6.27M +108,267 +129%
HRCM
11
Hood River Capital Management
Florida
$9.55M +$10.9M +188,157 New
DCM
12
Driehaus Capital Management
Illinois
$9.15M +$10.3M +177,378 New
State Street
13
State Street
Massachusetts
$9.11M +$8.1M +140,004 +384%
DIG
14
Dragoneer Investment Group
California
$7.96M
TI
15
Trexquant Investment
Connecticut
$7.51M +$4.27M +73,728 +103%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.9M +$5.01M +86,499 +312%
Citadel Advisors
17
Citadel Advisors
Florida
$5.17M +$172K +2,980 +3%
LCM
18
Lakewood Capital Management
New York
$4.86M +$5.45M +94,200 New
LCM
19
Landscape Capital Management
New Jersey
$4.37M +$2.31M +39,999 +89%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$4.06M -$1.58M -27,218 -26%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.63M -$120K -2,074 -3%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$2.94M -$6.42K -111 -0.2%
GCP
23
GSA Capital Partners
United Kingdom
$2.15M -$2.1M -36,313 -47%
CSS
24
Cubist Systematic Strategies
Connecticut
$2.13M +$1.06M +18,356 +80%
JF
25
Jump Financial
Illinois
$1.45M +$1.38M +23,760 +553%