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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
RMC
1
Ribbit Management Company
California
$88.7M -$30.8M -446,220 -27%
SCM
2
SVB Capital Management
California
$56.8M
BlackRock
3
BlackRock
New York
$49.8M +$2.22M +32,150 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.2M +$5.07M +73,413 +16%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$29.7M +$28.2M +408,599 New
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$22.7M +$2.48M +35,850 +13%
Renaissance Technologies
7
Renaissance Technologies
New York
$19.1M +$5.37M +77,699 +42%
GP
8
Galileo PTC
British Virgin Islands
$18.3M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.8M +$12.2K +176 +0.1%
Citadel Advisors
10
Citadel Advisors
Florida
$13.7M -$295K -4,269 -2%
State Street
11
State Street
Massachusetts
$13.5M +$629K +9,112 +5%
Morgan Stanley
12
Morgan Stanley
New York
$13.5M -$1.47M -21,338 -10%
DIG
13
Dragoneer Investment Group
California
$11.2M
GC
14
GMT Capital
Georgia
$10.8M
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.29M +$5.48M +79,317 +163%
UBS Group
16
UBS Group
Switzerland
$8.3M +$6.21M +89,841 +367%
Jane Street
17
Jane Street
New York
$8.2M +$6.23M +90,207 +398%
LCM
18
Lakewood Capital Management
New York
$6.84M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.82M +$6.49M +94,000 New
TI
20
Trexquant Investment
Connecticut
$6.28M -$3.99M -57,754 -40%
JP Morgan Chase
21
JP Morgan Chase
New York
$5.69M -$1.88M -27,155 -26%
Northern Trust
22
Northern Trust
Illinois
$5.46M +$318K +4,607 +7%
Goldman Sachs
23
Goldman Sachs
New York
$4.65M +$2.29M +33,085 +107%
Marshall Wace
24
Marshall Wace
United Kingdom
$4.37M -$16M -231,728 -79%
Bank of America
25
Bank of America
North Carolina
$4.25M +$692K +10,026 +21%