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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
RMC
1
Ribbit Management Company
California
$63M
SCM
2
SVB Capital Management
California
$29.6M +$40.4M +783,012 New
BlackRock
3
BlackRock
New York
$24.7M +$110K +2,133 +0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.1M +$208K +4,022 +0.9%
Marshall Wace
5
Marshall Wace
United Kingdom
$11M +$4.84M +93,699 +47%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$10.4M -$7M -135,579 -33%
GP
7
Galileo PTC
British Virgin Islands
$9.55M
HRCM
8
Hood River Capital Management
Florida
$9.29M +$2.98M +57,786 +31%
Morgan Stanley
9
Morgan Stanley
New York
$7.81M -$7.25M -140,400 -40%
Citadel Advisors
10
Citadel Advisors
Florida
$7.28M +$4.78M +92,594 +92%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.2M -$103K -1,986 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.02M -$785K -15,200 -8%
State Street
13
State Street
Massachusetts
$6.68M +$22.9K +444 +0.3%
DIG
14
Dragoneer Investment Group
California
$5.83M
GC
15
GMT Capital
Georgia
$5.64M +$7.71M +149,316 New
TI
16
Trexquant Investment
Connecticut
$5.45M -$66.8K -1,293 -0.9%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.98M -$452K -8,749 -8%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$3.98M +$1.38M +26,689 +34%
LCM
19
Lakewood Capital Management
New York
$3.56M
CSS
20
Cubist Systematic Strategies
Connecticut
$3.41M +$2.52M +48,851 +118%
Northern Trust
21
Northern Trust
Illinois
$2.67M +$2.55M +49,413 +234%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.84M -$1.12M -21,748 -31%
Bank of America
23
Bank of America
North Carolina
$1.84M +$1.87M +36,210 +293%
N
24
Nuveen
North Carolina
$1.68M +$1.08M +20,897 +88%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.66M +$1.12M +21,678 +98%