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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 %
PCM
251
Penn Capital Management
Pennsylvania
$648K -$3.48K -26 -0.5%
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$620K +$620K +4,632 New
MTIM
253
Marathon Trading Investment Management
Pennsylvania
$606K -$129K -964 -18%
SCM
254
Silvant Capital Management
Georgia
$601K – – –
MWNA
255
Marshall Wace North America
New York
$599K +$599K +4,471 New
MAFM
256
Mid Atlantic Financial Management
Pennsylvania
$586K +$79.4K +593 +16%
S
257
Seeyond
France
$582K -$41.1K -307 -7%
CAAS
258
Capital Asset Advisory Services
Michigan
$580K +$580K +4,235 New
SP
259
Symmetry Partners
Connecticut
$580K +$580K +4,334 New
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$567K +$103K +771 +22%
CA
261
Cetera Advisors
Colorado
$567K +$231K +1,736 +69%
Man Group
262
Man Group
United Kingdom
$566K -$1.08M -8,102 -66%
AIM
263
Axiom Investment Management
New York
$561K +$94.6K +710 +20%
RG
264
Rikoon Group
New Mexico
$548K -$2.01K -15 -0.4%
MC
265
Maverick Capital
Texas
$544K +$422K +3,151 +346%
FAAS
266
First Allied Advisory Services
California
$541K +$80.4K +605 +17%
GF
267
Gabelli Funds
New York
$536K – – –
AW
268
ACG Wealth
Georgia
$528K +$528K +3,945 New
MAM
269
Meeder Asset Management
Ohio
$516K +$485K +3,616 +1,559%
SWP
270
Stratos Wealth Partners
Ohio
$486K +$190K +1,417 +64%
Los Angeles Capital Management
271
Los Angeles Capital Management
California
$483K -$9.03M -67,365 -95%
CWA
272
Clarity Wealth Advisors
California
$468K +$468K +3,500 New
ATFA
273
All Terrain Financial Advisors
Minnesota
$465K +$37.5K +280 +9%
DAS
274
Dynamic Advisor Solutions
Arizona
$465K +$257K +1,918 +124%
M&T Bank
275
M&T Bank
New York
$463K +$128K +957 +38%
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