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Roku
ROKU

Overview Fund Activity

599 hedge funds and large institutions have $9.77B invested in Roku in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 177 increasing their positions, 182 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+64
Holders Change %
+11.96%
% of All Funds
8.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
142
Increased
177
Reduced
182
Closed
69
Calls
$1.2B
Puts
$1.29B
Net Calls
-$97.7M
Net Calls Change
-$80.2M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$332M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$161M
3
Morgan Stanley
3
Morgan Stanley
New York
$294M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1B
5
Citadel Advisors
5
Citadel Advisors
Florida
$81.2M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$123M
3
AIM
3
ARK Investment Management
Florida
$873M
4
NAMA
4
Nikko Asset Management Americas
New York
$517M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$540M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
226
Richard W. Paul & Associates
Michigan
$939K -$45.5K -496 -5%
TWC
227
TD Waterhouse Canada
Ontario, Canada
$933K +$769K +8,727 +469%
GIBU
228
Gulf International Bank (UK)
United Kingdom
$931K -$95.4K -1,041 -9%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$924K +$273K +2,979 +42%
PP
230
Prudential plc
United Kingdom
$921K +$481K +5,249 +109%
FRM
231
Fox Run Management
Connecticut
$921K +$921K +10,043 New
QWM
232
Quadcap Wealth Management
Texas
$920K +$920K +10,042 New
WBC
233
Westpac Banking Corp
Australia
$919K +$657K +7,165 +251%
PL
234
Perpetual Ltd
Australia
$919K +$657K +7,165 +251%
DA
235
Duality Advisers
Florida
$918K +$113K +1,228 +14%
SW
236
SVB Wealth
Massachusetts
$918K +$434K +4,735 +90%
MSRPS
237
Maryland State Retirement & Pension System
Maryland
$883K – – –
Wealthfront Advisers
238
Wealthfront Advisers
California
$872K -$159K -1,732 -15%
TFS
239
Thoroughbred Financial Services
Tennessee
$871K +$550K +6,000 +171%
Allianz Asset Management
240
Allianz Asset Management
Germany
$871K -$224K -2,446 -20%
AWM
241
Axxcess Wealth Management
California
$870K -$31.4K -343 -3%
ERSOT
242
Employees Retirement System of Texas
Texas
$862K +$862K +9,409 New
AA
243
ALPS Advisors
Colorado
$857K -$246K -2,683 -22%
TI
244
Tidal Investments
Wisconsin
$842K +$842K +9,191 New
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$837K -$303K -3,312 -27%
GCP
246
GSA Capital Partners
United Kingdom
$836K +$836K +9,120 New
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$835K +$835K +9,112 New
LIP
248
Liontrust Investment Partners
United Kingdom
$825K -$1.01M -11,000 -55%
Neuberger Berman Group
249
Neuberger Berman Group
New York
$820K +$85.6K +934 +12%
NFSG
250
Newbridge Financial Services Group
Florida
$816K -$28.9K -315 -3%
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