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Roku
ROKU

Overview Fund Activity

500 hedge funds and large institutions have $6.29B invested in Roku in 2020 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
124
Increased
179
Reduced
135
Closed
105
Calls
$900M
Puts
$1.09B
Net Calls
-$188M
Net Calls Change
+$307M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$167M
2
AIM
2
ARK Investment Management
Florida
$148M
3
Goldman Sachs
3
Goldman Sachs
New York
$136M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$80.7M
5
American Century Companies
5
American Century Companies
Missouri
$113M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$49.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$163M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.29M
4
Ameriprise
4
Ameriprise
Minnesota
$29.9M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
251
Axiom Investment Management
New York
$388K +$21.7K +250 +6%
PM
252
Parametrica Management
Hong Kong
$387K +$387K +4,425 New
ATFA
253
All Terrain Financial Advisors
Minnesota
$375K +$71.5K +818 +24%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$370K – – –
BIAS
255
Beacon Investment Advisory Services
New Jersey
$370K +$370K +4,232 New
S
256
Seeyond
France
$361K -$1.05M -3,231 -74%
SEI Investments
257
SEI Investments
Pennsylvania
$361K -$63.3K -724 -15%
New York State Teachers Retirement System (NYSTRS)
258
New York State Teachers Retirement System (NYSTRS)
New York
$359K +$105K +1,200 +41%
RG
259
Rikoon Group
New Mexico
$356K -$2.19K -25 -0.6%
GF
260
Gabelli Funds
New York
$350K – – –
CWA
261
Clarity Wealth Advisors
California
$349K +$43.6K +500 +14%
DAS
262
Dynamic Advisor Solutions
Arizona
$346K +$42.7K +489 +14%
WWM
263
WT Wealth Management
Arizona
$342K +$191K +2,184 +126%
SWM
264
SeaCrest Wealth Management
New York
$340K -$117K -1,341 -26%
TRCT
265
Tower Research Capital (TRC)
New York
$334K +$163K +1,859 +95%
Daiwa Securities Group
266
Daiwa Securities Group
Japan
$331K +$39.3K +450 +13%
IIC
267
Integrated Investment Consultants
Michigan
$329K +$110K +1,253 +50%
ACP
268
Aviance Capital Partners
Florida
$328K +$328K +3,755 New
IAA
269
Independent Advisor Alliance
North Carolina
$324K -$218K -2,492 -40%
KWM
270
Kingsview Wealth Management
Oregon
$318K +$65.6K +751 +26%
RE
271
RBC Europe
United Kingdom
$316K -$822K -9,400 -72%
JPMPWA
272
J.P. Morgan Private Wealth Advisors
California
$313K +$93.4K +1,066 +43%
XWM
273
Xcel Wealth Management
Florida
$309K -$206K -2,365 -40%
Truist Financial
274
Truist Financial
North Carolina
$306K -$126K -1,438 -29%
Verition Fund Management
275
Verition Fund Management
Connecticut
$306K +$306K +3,502 New
9 10
11
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