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Roku
ROKU

Overview Fund Activity

242 hedge funds and large institutions have $1.45B invested in Roku in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
82
Increased
80
Reduced
57
Closed
86
Calls
$156M
Puts
$236M
Net Calls
-$79.4M
Net Calls Change
-$47.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$47.4M
2
Fidelity International
Fidelity International
Bermuda
$94.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$194M
4
Wells Fargo
Wells Fargo
California
$55.5M
5
HAM
HHR Asset Management
New Jersey
$42.3M

Top Sellers

1
Coatue Management
Coatue Management
New York
$0
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
HCM
Hitchwood Capital Management
New York
$0
4
MCM
Melvin Capital Management
New York
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Clarfeld Financial Advisors
New York
$3K +$3K +100 New
GRP
227
Global Retirement Partners
California
$3K +$3K +100 New
BOPW
228
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3K +100 New
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$2K -$4K -100 -67%
MWC
230
MKD Wealth Coaches
Michigan
$2K +$2K +52 New
TCM
231
Tradewinds Capital Management
Washington
$2K +$2K +60 New
PWMG
232
Prestige Wealth Management Group
New Jersey
$2K +$2K +65 New
TRCT
233
Tower Research Capital (TRC)
New York
$1K -$50.3K -1,711 -98%
AAP
234
Arax Advisory Partners
Colorado
$1K – – –
NL
235
NVWM LLC
Pennsylvania
$1K – – –
ATC
236
Adirondack Trust Company
New York
$1K +$1K +40 New
HR
237
Howe & Rusling
New York
$1K +$1K +40 New
KPW
238
Kore Private Wealth
New York
$1K +$1K +40 New
RFM
239
Royal Fund Management
Florida
$1K +$1K +43 New
TFS
240
TrustCore Financial Services
Tennessee
$1K +$1K +43 New
CFGS
241
Concourse Financial Group Securities
Alabama
$1K +$1K +60 New
Coatue Management
242
Coatue Management
New York
– -$247M -3,385,800 Closed
WRCM
243
Whale Rock Capital Management
Massachusetts
– -$103M -1,411,788 Closed
HCM
244
Hitchwood Capital Management
New York
– -$73M -1,000,000 Closed
MCM
245
Melvin Capital Management
New York
– -$69.4M -950,000 Closed
SPPAM
246
Summit Partners Public Asset Management
Massachusetts
– -$50.1M -685,793 Closed
Renaissance Technologies
247
Renaissance Technologies
New York
– -$45M -616,000 Closed
CF
248
Cypress Funds
California
– -$29.2M -400,000 Closed
PC
249
PointState Capital
New York
– -$24.4M -333,600 Closed
GCP
250
Garelick Capital Partners
Massachusetts
– -$15.7M -215,365 Closed
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