ROOT Institutional Ownership
Root, Inc.
1W: -0.5%
1M: +11.9%
3M: -7.5%
YTD: -26.2%
1Y: -31.4%
3Y: +467.1%
5Y: -43.6%
$52.29
+0.46 (+0.89%)
Weekly Expected Move ±3.7%
$49
$51
$53
$55
$57
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Supply Chain
Institutional Ownership — ROOT
190
Institutional Holders
-11 vs prior quarter
0.0%
Ownership
+0.00pp
$457M
Total Invested
42
New Positions
59
Increased
59
Reduced
25
Closed
0.56
Put/Call Ratio
Ownership Trends
Top Institutional Holders (221 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ribbit Management Company, LLC | 1,232,607 | $64M | — | +0.0% | 11Q | SEC ↗ |
| 2 | T. Rowe Price Investment Management, I | 1,220,908 | $64M | +35,835 | +3.0% | 7Q | SEC ↗ |
| 3 | BlackRock, Inc. | 1,149,263 | $60M | +98,936 | +9.4% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 528,317 | $28M | +11,685 | +2.3% | 2Q | SEC ↗ |
| 5 | FINDELL CAPITAL MANAGEMENT LLC | 460,000 | $24M | +85,000 | +22.7% | 5Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 345,379 | $18M | +25,851 | +8.1% | 16Q | SEC ↗ |
| 7 | STATE STREET CORP | 290,772 | $15M | +24,833 | +9.3% | 16Q | SEC ↗ |
| 8 | Galileo (PTC) Ltd | 252,669 | $13M | — | +0.0% | 16Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 245,281 | $13M | +6,500 | +2.7% | 16Q | SEC ↗ |
| 10 | BOOTHBAY FUND MANAGEMENT, LLC | 203,234 | $11M | +64,238 | +46.2% | 5Q | SEC ↗ |
| 11 | Quinn Opportunity Partners LLC | 171,176 | $9M | +100,837 | +143.4% | 4Q | SEC ↗ |
| 12 | Tairen Capital Ltd | 160,798 | $8M | — | +0.0% | 6Q | SEC ↗ |
| 13 | Dragoneer Investment Group, LLC | 154,320 | $8M | — | +0.0% | 16Q | SEC ↗ |
| 14 | MORGAN STANLEY | 148,225 | $8M | +7,148 | +5.1% | 16Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 144,306 | $8M | -5,011 | -3.4% | 12Q | SEC ↗ |
| 16 | PRICE T ROWE ASSOCIATES INC /MD | 125,904 | $7M | +2,379 | +1.9% | 7Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 120,334 | $6M | +10,926 | +10.0% | 16Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 109,270 | $6M | +1,577 | +1.5% | 10Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 109,270 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 106,983 | $6M | +16,067 | +17.7% | 2Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 105,524 | $6M | -22,057 | -17.3% | 15Q | SEC ↗ |
| 22 | VANGUARD FIDUCIARY TRUST CO | 97,201 | $5M | +6,013 | +6.6% | 2Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC NEW | 89,493 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 24 | BNP PARIBAS FINANCIAL MARKETS | 87,818 | $5M | -10,441 | -10.6% | 7Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 87,598 | $5M | +68,149 | +350.4% | 12Q | SEC ↗ |
| 26 | DIMENSIONAL FUND ADVISORS LP | 87,223 | $5M | -63,241 | -42.0% | 13Q | SEC ↗ |
| 27 | UBS Group AG | 82,826 | $4M | +24,671 | +42.4% | 16Q | SEC ↗ |
| 28 | TUDOR INVESTMENT CORP ET AL | 79,805 | $4M | +41,901 | +110.5% | 2Q | SEC ↗ |
| 29 | Capital Research Global Investors | 77,533 | $4M | -399,591 | -83.7% | 6Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,403 | $4M | +16,624 | +27.4% | 14Q | SEC ↗ |
| 31 | CALIFORNIA STATE TEACHERS RETIREMENT S | 69,702 | $4M | +3,388 | +5.1% | 9Q | SEC ↗ |
| 32 | CITIGROUP INC | 59,703 | $3M | -1,495 | -2.4% | 16Q | SEC ↗ |
| 33 | TWO SIGMA INVESTMENTS, LP | 53,263 | $3M | +22,828 | +75.0% | 2Q | SEC ↗ |
| 34 | CANNELL CAPITAL LLC | 52,331 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 35 | BARCLAYS PLC | 51,907 | $3M | -1,104 | -2.1% | 9Q | SEC ↗ |
| 36 | Jump Financial, LLC NEW | 48,537 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 37 | MARSHALL WACE, LLP | 48,371 | $3M | +32,496 | +204.7% | 10Q | SEC ↗ |
| 38 | HB Wealth Management, LLC | 47,396 | $2M | +148 | +0.3% | 6Q | SEC ↗ |
| 39 | MILLENNIUM MANAGEMENT LLC | 43,696 | $2M | -105,042 | -70.6% | 8Q | SEC ↗ |
| 40 | AQR CAPITAL MANAGEMENT LLC | 42,798 | $2M | +21,512 | +101.1% | 8Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 40,494 | $2M | -10,134 | -20.0% | 16Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 39,090 | $2M | +2,950 | +8.2% | 9Q | SEC ↗ |
| 43 | Nuveen, LLC | 32,426 | $2M | +7,248 | +28.8% | 6Q | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 31,084 | $2M | +29,945 | +2629.1% | 13Q | SEC ↗ |
| 45 | IMC-Chicago, LLC NEW | 29,441 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Prosperitas Financial LLC | 27,411 | $1M | +1,149 | +4.4% | 3Q | SEC ↗ |
| 47 | Diametric Capital, LP | 26,994 | $1M | -2,219 | -7.6% | 3Q | SEC ↗ |
| 48 | AMERICAN CENTURY COMPANIES INC | 25,933 | $1M | +2,167 | +9.1% | 6Q | SEC ↗ |
| 49 | BloombergSen Inc. | 25,566 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 50 | Trexquant Investment LP | 24,809 | $1M | -55,545 | -69.1% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 109,270 | $6M |
| JANE STREET GROUP, LLC | 89,493 | $5M |
| Jump Financial, LLC | 48,537 | $3M |
| IMC-Chicago, LLC | 29,441 | $2M |
| GMT Capital Corp | 20,900 | $1M |
| Walleye Trading LLC | 13,354 | $698K |
| Walleye Capital LLC | 11,844 | $619K |
| Vident Advisory, LLC | 11,633 | $608K |
| CREDIT AGRICOLE S A | 11,000 | $575K |
| STATE BOARD OF ADMINISTRATION OF FL | 7,955 | $416K |
| Balyasny Asset Management L.P. | 7,642 | $400K |
| Point72 Asset Management, L.P. | 7,539 | $394K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 7,031 | $368K |
| LPL Financial LLC | 6,130 | $321K |
| Aquatic Capital Management LLC | 5,525 | $289K |
| Mariner, LLC | 5,255 | $275K |
| Creative Planning | 5,254 | $275K |
| Jupiter Topco LLC | 5,068 | $265K |
| Entropy Technologies, LP | 4,800 | $251K |
| FOX RUN MANAGEMENT, L.L.C. | 4,757 | $249K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Buckley Capital Advisors, LLC | 174,554 | $9M |
| Palisades Investment Partners, LLC | 90,336 | $5M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 73,463 | $4M |
| FIRST TRUST ADVISORS LP | 68,050 | $4M |
| PRINCIPAL FINANCIAL GROUP INC | 66,914 | $3M |
| MAVERICK CAPITAL LTD | 63,234 | $3M |
| HENNESSY ADVISORS INC | 47,102 | $2M |
| X-Square Capital, LLC | 36,048 | $2M |
| Zweig-DiMenna Associates LLC | 27,000 | $1M |
| T3 Companies, LLC | 25,800 | $1M |
| Knollwood Investment Advisory, LLC | 25,110 | $1M |
| FirstWave Capital Management LLC | 22,718 | $1M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 22,048 | $1M |
| CAPITAL FUND MANAGEMENT S.A. | 18,700 | $978K |
| Cynosure Group, LLC | 17,389 | $909K |
| NORDEA INVESTMENT MANAGEMENT AB | 17,291 | $904K |
| Belpointe Asset Management LLC | 16,920 | $885K |
| Squarepoint Ops LLC | 14,720 | $770K |
| TWINBEECH CAPITAL LP | 14,100 | $737K |
| Quantbot Technologies LP | 14,037 | $734K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Quinn Opportunity Partners LLC | +100,837 | +143.4% | 171,176 |
| BlackRock, Inc. | +98,936 | +9.4% | 1,149,263 |
| FINDELL CAPITAL MANAGEMENT LLC | +85,000 | +22.7% | 460,000 |
| CITADEL ADVISORS LLC | +68,149 | +350.4% | 87,598 |
| BOOTHBAY FUND MANAGEMENT, LLC | +64,238 | +46.2% | 203,234 |
| TUDOR INVESTMENT CORP ET AL | +41,901 | +110.5% | 79,805 |
| T. Rowe Price Investment Management | +35,835 | +3.0% | 1,220,908 |
| MARSHALL WACE, LLP | +32,496 | +204.7% | 48,371 |
| Russell Investments Group, Ltd. | +29,945 | +2629.1% | 31,084 |
| GEODE CAPITAL MANAGEMENT, LLC | +25,851 | +8.1% | 345,379 |
| STATE STREET CORP | +24,833 | +9.3% | 290,772 |
| UBS Group AG | +24,671 | +42.4% | 82,826 |
| TWO SIGMA INVESTMENTS, LP | +22,828 | +75.0% | 53,263 |
| AQR CAPITAL MANAGEMENT LLC | +21,512 | +101.1% | 42,798 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +16,624 | +27.4% | 77,403 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +16,067 | +17.7% | 106,983 |
| VANGUARD CAPITAL MANAGEMENT LLC | +11,685 | +2.3% | 528,317 |
| NORTHERN TRUST CORP | +10,926 | +10.0% | 120,334 |
| WELLS FARGO & COMPANY/MN | +7,718 | +168.5% | 12,298 |
| Nuveen, LLC | +7,248 | +28.8% | 32,426 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | -399,591 | -83.7% | 77,533 |
| MILLENNIUM MANAGEMENT LLC | -105,042 | -70.6% | 43,696 |
| DIMENSIONAL FUND ADVISORS LP | -63,241 | -42.0% | 87,223 |
| Trexquant Investment LP | -55,545 | -69.1% | 24,809 |
| FEDERATED HERMES, INC. | -41,870 | -66.9% | 20,732 |
| NEW YORK STATE COMMON RETIREMENT FU | -31,250 | -85.0% | 5,500 |
| BANK OF AMERICA CORP /DE | -22,057 | -17.3% | 105,524 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -13,942 | -57.0% | 10,530 |
| BNP PARIBAS FINANCIAL MARKETS | -10,441 | -10.6% | 87,818 |
| JPMORGAN CHASE & CO | -10,134 | -20.0% | 40,494 |
| Voleon Capital Management LP | -10,004 | -30.9% | 22,345 |
| Quantinno Capital Management LP | -9,073 | -43.6% | 11,754 |
| GOLDMAN SACHS GROUP INC | -5,011 | -3.4% | 144,306 |
| Invesco Ltd. | -4,368 | -33.0% | 8,883 |
| STATE OF WISCONSIN INVESTMENT BOARD | -3,400 | -28.2% | 8,643 |
| SG Americas Securities, LLC | -2,685 | -55.8% | 2,129 |
| XTX Topco Ltd | -2,295 | -13.8% | 14,338 |
| Freestone Grove Partners LP | -2,265 | -30.5% | 5,150 |
| Diametric Capital, LP | -2,219 | -7.6% | 26,994 |
| CITIGROUP INC | -1,495 | -2.4% | 59,703 |