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ROOT Holdings Changes image
This page summarizes the ROOT holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether ROOT is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing ROOT Share Count
JPMorgan Chase & Co. 24 15,397 +15,373 +64054.17%
Citadel Advisors LLC 1,230 32,176 +30,946 +2515.93%
Bank of America Corp DE 482 7,507 +7,025 +1457.47%
Royal Bank of Canada 49 716 +667 +1361.22%
UBS Group AG 157 2,261 +2,104 +1340.13%
International Assets Investment Management LLC 5 52 +47 +940.00%
Citigroup Inc. 4,367 41,175 +36,808 +842.87%
Qube Research & Technologies Ltd 2,347 19,026 +16,679 +710.65%
Cannell Capital LLC 293,923 717,043 +423,120 +143.96%
Northern Trust Corp 17,234 28,626 +11,392 +66.10%
Trexquant Investment LP 32,474 46,570 +14,096 +43.41%
Raymond James Financial Services Advisors Inc. 24,992 34,382 +9,390 +37.57%
Connor Clark & Lunn Investment Management Ltd. 16,623 21,564 +4,941 +29.72%
Susquehanna International Group LLP 127,505 159,640 +32,135 +25.20%
Renaissance Technologies LLC 171,816 210,984 +39,168 +22.80%
HST Ventures LLC 42,573 51,890 +9,317 +21.88%
BlackRock Inc. 115,220 139,774 +24,554 +21.31%
Goldman Sachs Group Inc. 13,746 16,451 +2,705 +19.68%
Dimensional Fund Advisors LP 18,490 20,268 +1,778 +9.62%
Morgan Stanley 49,550 54,003 +4,453 +8.99%
Geode Capital Management LLC 81,164 86,278 +5,114 +6.30%
Corton Capital Inc. 12,601 12,790 +189 +1.50%
Invesco Ltd. 61,401 62,081 +680 +1.11%
Vanguard Group Inc. 389,434 392,553 +3,119 +0.80%
13F Filers Reporting New Positions In ROOT
Proequities Inc. 0 0 UNCH 100%
D. E. Shaw & Co. Inc. 0 27,204 +27,204 +100%
Two Sigma Investments LP 0 62,287 +62,287 +100%
683 Capital Management LLC 0 22,424 +22,424 +100%
Simplex Trading LLC 0 36 +36 +100%
Virtu Financial LLC 0 11,540 +11,540 +100%
Jane Street Group LLC 0 31,972 +31,972 +100%
Squarepoint Ops LLC 0 22,455 +22,455 +100%
Occudo Quantitative Strategies LP 0 13,136 +13,136 +100%
Jump Financial LLC 0 22,303 +22,303 +100%
Ribbit Management Company LLC 0 1,681,303 +1,681,303 +100%
a16z Perennial Management L.P. 0 10 +10 +100%
GAMMA Investing LLC 0 43 +43 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 500 500 UNCH 0.00%
FMR LLC 2,679 2,679 UNCH 0.00%
The PNC Financial Services Group Inc. 300 300 UNCH 0.00%
SVB Financial Group 783,012 783,012 UNCH 0.00%
Nisa Investment Advisors LLC 35 35 UNCH 0.00%
Deutsche Bank AG 479 479 UNCH 0.00%
CIBC Asset Management Inc 10,430 10,430 UNCH 0.00%
Rhumbline Advisers 472 472 UNCH 0.00%
Gradient Investments LLC 34 34 UNCH 0.00%
SRS Capital Advisors Inc. 800 800 UNCH 0.00%
Capital Advisors Ltd. LLC 308 308 UNCH 0.00%
Dragoneer Investment Group LLC 154,320 154,320 UNCH 0.00%
Advisor Group Holdings Inc. 890 890 UNCH 0.00%
Redpoint Management LLC 21,694 21,694 UNCH 0.00%
Russell Investments Group Ltd. 72 72 UNCH 0.00%
Galileo PTC Ltd 252,669 252,669 UNCH 0.00%
Wolff Wiese Magana LLC 40 40 UNCH 0.00%
Schusterman Interests LLC 486,111 486,111 UNCH 0.00%
13F Filers Decreasing ROOT Share Count
Barclays PLC 11,474 2,645 -8,829 -76.95%
Millennium Management LLC 75,002 25,451 -49,551 -66.07%
Raymond James & Associates 138,319 52,716 -85,603 -61.89%
Tower Research Capital LLC TRC 4,777 1,971 -2,806 -58.74%
Avion Wealth 213 100 -113 -53.05%
Federated Hermes Inc. 550 279 -271 -49.27%
Group One Trading L.P. 7,141 3,635 -3,506 -49.10%
GSA Capital Partners LLP 132,387 104,983 -27,404 -20.70%
State Street Corp 40,372 37,140 -3,232 -8.01%
Wells Fargo & Company MN 1,157 1,150 -7 -0.61%
13F Filers Exiting ROOT
Creative Planning 5 0 -5 -100.00%
Silver Lake Group L.L.C. 514,403 0 -514,403 -100.00%
Marshall Wace LLP 13,505 0 -13,505 -100.00%
GMT Capital Corp 79,815 0 -79,815 -100.00%

See Summary: Institutional Holders of ROOT
See Details: Top 10 Hedge Funds Holding ROOT
Also See: ROOT Insider Buying

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