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Roku
ROKU

Overview Fund Activity

536 hedge funds and large institutions have $9B invested in Roku in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 193 increasing their positions, 146 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+36
Holders Change %
+7.2%
% of All Funds
11.02%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.29%
New
120
Increased
193
Reduced
146
Closed
81
Calls
$1.6B
Puts
$1.5B
Net Calls
+$101M
Net Calls Change
+$289M

Top Buyers

1
AIM
ARK Investment Management
Florida
$387M
2
BlackRock
BlackRock
New York
$668M
3
Vanguard Group
Vanguard Group
Pennsylvania
$994M
4
Franklin Resources
Franklin Resources
California
$111M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$238M
2
Fidelity International
Fidelity International
Bermuda
$326M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.3M
4
Goldman Sachs
Goldman Sachs
New York
$123M
5
Barclays
Barclays
United Kingdom
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
226
IPG Investment Advisors
California
$813K -$153K -1,312 -16%
WS
227
Wedbush Securities
California
$806K +$107K +922 +15%
Arrowstreet Capital
228
Arrowstreet Capital
Massachusetts
$804K +$804K +6,900 New
AG
229
Algert Global
California
$791K +$460K +3,943 +139%
MCC
230
Malaga Cove Capital
California
$787K +$509K +4,365 +183%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$782K +$275K +1,839 +54%
KeyBank National Association
232
KeyBank National Association
Ohio
$780K -$51.9K -445 -6%
WBC
233
Westpac Banking Corp
Australia
$777K – – –
II
234
IFM Investors
Australia
$770K -$355K -3,050 -32%
UCFA
235
United Capital Financial Advisors
Texas
$769K -$176K -1,510 -19%
NIP
236
Nicholas Investment Partners
California
$764K -$545K -4,676 -42%
DT
237
Diversified Trust
Tennessee
$745K -$5.83K -50 -0.8%
CPA
238
Clear Perspective Advisors
Illinois
$742K +$742K +6,365 New
VWA
239
V Wealth Advisors
Kansas
$739K -$84K -721 -10%
SIAP
240
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$727K +$338K +2,900 +87%
CAN
241
Cetera Advisor Networks
California
$727K +$361K +3,094 +98%
TRCT
242
Tower Research Capital (TRC)
New York
$715K +$271K +2,323 +61%
BCP
243
Blackhawk Capital Partners
Wisconsin
$710K +$710K +8,111 New
DILIC
244
Dai-ichi Life Insurance Company
Japan
$703K -$26.2K -225 -4%
CAAS
245
Capital Asset Advisory Services
Michigan
$700K – – –
Simplex Trading
246
Simplex Trading
Illinois
$691K -$501K -4,303 -42%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$687K -$1.43M -12,263 -68%
EWM
248
Executive Wealth Management
Michigan
$662K +$662K +5,686 New
SCA
249
Snowden Capital Advisors
New York
$659K +$659K +5,656 New
DAS
250
Dynamic Advisor Solutions
Arizona
$659K +$198K +1,697 +43%
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