ROKU icon

Roku
ROKU

Overview Fund Activity

302 hedge funds and large institutions have $3.73B invested in Roku in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+60
Holders Change %
+24.79%
% of All Funds
6.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
110
Increased
72
Reduced
85
Closed
47
Calls
$621M
Puts
$606M
Net Calls
+$15M
Net Calls Change
+$94.4M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$184M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$134M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$118M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$126M
5
Deutsche Bank
5
Deutsche Bank
Germany
$79.8M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$25.2M
2
HAM
2
HHR Asset Management
New Jersey
$59.3M
3
1WCM
3
12 West Capital Management
New York
$0
4
APG
4
Andrew P. Goldfarb
$33.7M
5
TA
5
Teachers Advisors
New York
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$204K +$204K +3,155 New
OAM
227
Oppenheimer Asset Management
New York
$147K -$17.9K -276 -11%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$128K -$3.48M -53,508 -96%
AAM
229
Advisors Asset Management
Colorado
$117K -$2.58K -40 -2%
PHK
230
Point72 Hong Kong
Hong Kong
$107K -$158K -2,443 -60%
CIAS
231
Capital Investment Advisory Services
North Carolina
$100K +$27.3K +425 +38%
EDRH
232
Edmond de Rothschild Holding
Switzerland
$97K – – –
SPM
233
Symmetry Peak Management
Pennsylvania
$97K +$97K +1,500 New
SEI Investments
234
SEI Investments
Pennsylvania
$96K -$441K -6,840 -82%
CWA
235
Clarus Wealth Advisors
Arizona
$94K -$64.8K -1,000 -41%
CLOS
236
Compagnie Lombard Odier SCmA
Switzerland
$87K +$87K +1,350 New
HFM
237
Hartford Financial Management
Connecticut
$71K +$64.5K +1,000 +1,000%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$71K +$65.5K +1,015 +1,194%
HWA
239
Heritage Wealth Advisors
Virginia
$69.9K +$1.16K +18 +2%
IFAM
240
Institutional & Family Asset Management
Colorado
$65K – – –
FA
241
Fortis Advisors
Pennsylvania
$65K – – –
WCM
242
WealthBridge Capital Management
Ohio
$60K – – –
AF
243
Advisornet Financial
Minnesota
$58K +$58K +900 New
GWM
244
Geneos Wealth Management
Colorado
$53K +$41.8K +650 +371%
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$45.5K +700 +700%
SIC
246
Salem Investment Counselors
North Carolina
$51K +$51K +700 New
FHA
247
First Horizon Advisors
Tennessee
$50K – – –
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$48K +$48K +740 New
NCM
249
Nelson Capital Management
California
$44K – – –
MWM
250
Mascoma Wealth Management
New Hampshire
$42K +$42K +650 New
8 9
10
11 12