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Roku
ROKU

Overview Fund Activity

249 hedge funds and large institutions have $3.7B invested in Roku in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+45
Holders Change %
+22.06%
% of All Funds
5.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
93
Increased
78
Reduced
48
Closed
47
Calls
$501M
Puts
$533M
Net Calls
-$31.7M
Net Calls Change
+$13.7M

Top Buyers

1
Coatue Management
Coatue Management
New York
$247M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$396M
3
Vanguard Group
Vanguard Group
Pennsylvania
$347M
4
Morgan Stanley
Morgan Stanley
New York
$156M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.22M
3
MCM
Melvin Capital Management
New York
$69.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$6.46M
5
BCMNY
Buckingham Capital Management (New York)
New York
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$14K -$5.31K -77 -28%
PA
227
Parallel Advisors
California
$13K – – –
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
GI
229
GS Investments
Minnesota
$11K -$9.13K -125 -45%
CHP
230
Cable Hill Partners
Oregon
$10K – – –
RWG
231
Regal Wealth Group
California
$8K – – –
FHA
232
Flagship Harbor Advisors
Massachusetts
$8K +$8K +100 New
WAS
233
Winch Advisory Services
Wisconsin
$7K – – –
HFM
234
Hartford Financial Management
Connecticut
$7K – – –
BWL
235
Bogart Wealth LLC
Virginia
$7K – – –
WB
236
Webster Bank
Connecticut
$7K +$7K +99 New
SBL
237
Sargent Bickham Lagudis
Colorado
$6K – – –
CWM
238
Catamount Wealth Management
Connecticut
$4K – – –
SFM
239
Signet Financial Management
New Jersey
$4K – – –
TC
240
Truvestments Capital
Florida
$4K +$4K +50 New
WA
241
WP Advisors
California
$4K +$4K +60 New
KJWM
242
Kiley Juergens Wealth Management
Washington
$3K – – –
NL
243
NVWM LLC
Pennsylvania
$3K +$3K +40 New
BGIM
244
Brandywine Global Investment Management
Pennsylvania
$2K -$9.42M -108,372 -100%
BBA
245
Braun-Bostich & Associates
Pennsylvania
$1K +$1K +10 New
AAP
246
Arax Advisory Partners
Colorado
$1K +$1K +19 New
EAM
247
EastBay Asset Management
New York
– -$26M -609,382 Closed
HAM
248
Honeycomb Asset Management
New York
– -$21.3M -500,000 Closed
HLA
249
Hamilton Lane Advisors
Pennsylvania
– -$8K -198,468 Closed
KAM
250
Kavi Asset Management
New York
– -$7.86M -184,481 Closed
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