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Roku
ROKU

Overview Fund Activity

486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+71
Holders Change %
+17.11%
% of All Funds
9.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
147
Increased
167
Reduced
118
Closed
69
Calls
$1.44B
Puts
$1.93B
Net Calls
-$494M
Net Calls Change
-$248M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$374M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$147M
3
BlackRock
BlackRock
New York
+$68.3M
4
AIM
ARK Investment Management
Florida
+$60M
5
Deutsche Bank
Deutsche Bank
Germany
+$56.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$147M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$123M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$81.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$71.1M
5
Wells Fargo
Wells Fargo
California
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$829K +$423K +3,159 +104%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$826K -$15.4K -115 -2%
FAM
228
Fred Alger Management
New York
$819K +$819K +6,118 New
KFP
229
KMG Fiduciary Partners
Ohio
$811K +$811K +6,056 New
FANJ
230
Financial Architects (New Jersey)
New Jersey
$804K +$222K +1,657 +38%
GVAG
231
Great Valley Advisor Group
Delaware
$792K +$261K +1,945 +49%
XWM
232
Xcel Wealth Management
Florida
$790K +$117K +876 +17%
AFC
233
AFT Forsyth & Company
Florida
$753K -$351K -2,620 -32%
CAM
234
Concorde Asset Management
Michigan
$743K +$743K +5,551 New
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$740K +$320K +2,388 +76%
AAS
236
Avantax Advisory Services
Texas
$737K +$737K +5,504 New
KJHP
237
K.J. Harrison & Partners
Ontario, Canada
$736K +$736K +5,500 New
SWM
238
SeaCrest Wealth Management
New York
$700K +$78K +583 +13%
AAM
239
Advisors Asset Management
Colorado
$696K +$6.7K +50 +1%
AC
240
Allstate Corporation
Illinois
$686K +$106K +795 +18%
BRWM
241
B. Riley Wealth Management
Tennessee
$678K +$149K +1,112 +28%
DekaBank Deutsche Girozentrale
242
DekaBank Deutsche Girozentrale
Germany
$671K +$671K +4,818 New
RMC
243
Regis Management Company
California
$670K – – –
Jane Street
244
Jane Street
New York
$665K -$27.2M -203,449 -98%
SBIA
245
Sheaff Brock Investment Advisors
Indiana
$663K +$38.8K +290 +6%
IA
246
IFP Advisors
Florida
$662K +$413K +2,981 +166%
Truist Financial
247
Truist Financial
North Carolina
$660K +$660K +4,931 New
SMDAM
248
Sumitomo Mitsui DS Asset Management
Japan
$657K +$133K +995 +25%
Aberdeen Group
249
Aberdeen Group
United Kingdom
$652K +$35.2K +263 +6%
SEI Investments
250
SEI Investments
Pennsylvania
$650K -$2.72M -20,276 -81%
8 9
10
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