FRANKLIN RESOURCES INC has opened a new $17.6M position in $ROOT, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ROOT.
$ROOT Hedge Fund Activity
We have seen 104 institutional investors add shares of $ROOT stock to their portfolio, and 61 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RIBBIT MANAGEMENT COMPANY, LLC removed 446,220 shares (-26.8%) from their portfolio in Q4 2024, for an estimated $32,391,109
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 408,599 shares (+inf%) to their portfolio in Q4 2024, for an estimated $29,660,201
- CAPITAL RESEARCH GLOBAL INVESTORS added 368,914 shares (+inf%) to their portfolio in Q1 2025, for an estimated $49,227,884
- INVESCO LTD. added 252,267 shares (+5575.0%) to their portfolio in Q1 2025, for an estimated $33,662,508
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 245,943 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $17,853,002
- MARSHALL WACE, LLP removed 231,728 shares (-79.4%) from their portfolio in Q4 2024, for an estimated $16,821,135
- FRANKLIN RESOURCES INC added 132,203 shares (+inf%) to their portfolio in Q1 2025, for an estimated $17,641,168
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ROOT Insider Trading Activity
$ROOT insiders have traded $ROOT stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $ROOT stock by insiders over the last 6 months:
- MEYER MALKA has made 0 purchases and 3 sales selling 225,000 shares for an estimated $30,558,066.
- ALEXANDER E. TIMM (Chief Executive Officer) has made 0 purchases and 2 sales selling 8,497 shares for an estimated $1,070,814.
- DOUG ULMAN has made 0 purchases and 2 sales selling 6,000 shares for an estimated $904,120.
- MAHTIYAR BONAKDARPOUR (President and CTO) sold 5,515 shares for an estimated $688,161
- JONATHAN ALLISON (Chief Administrative Officer) sold 4,000 shares for an estimated $400,000
- JULIE SZUDAREK sold 2,000 shares for an estimated $192,666
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ROOT Analyst Ratings
Wall Street analysts have issued reports on $ROOT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Buy" rating on 03/02/2025
To track analyst ratings and price targets for $ROOT, check out Quiver Quantitative's $ROOT forecast page.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ROOT ticker page for more data.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
