ROKU icon

Roku
ROKU

Overview Fund Activity

550 hedge funds and large institutions have $5.45B invested in Roku in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 183 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-43
Holders Change %
-7.25%
% of All Funds
9.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
185
Reduced
183
Closed
101
Calls
$758M
Puts
$1.07B
Net Calls
-$315M
Net Calls Change
-$274M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$107M
2
AIM
ARK Investment Management
Florida
+$100M
3
NAMA
Nikko Asset Management Americas
New York
+$79.8M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$79.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$107M
4
Marshall Wace
Marshall Wace
United Kingdom
-$36.3M
5
CMG
Cavalry Management Group
California
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
251
M&T Bank
New York
$381K -$17.5K -310 -4%
UMC
252
United Maritime Capital
New York
$380K +$197K +3,500 +108%
BAMF
253
BI Asset Management Fondsmaeglerselskab
Denmark
$379K +$171K +3,037 +82%
SW
254
SkyOak Wealth
Michigan
$372K +$372K +6,601 New
GF
255
Gabelli Funds
New York
$367K -$28.2K -500 -7%
NA
256
NewEdge Advisors
Louisiana
$367K +$98.6K +1,750 +37%
FCH
257
Freestone Capital Holdings
Washington
$366K +$2.76K +49 +0.8%
IWA
258
Intercontinental Wealth Advisors
Texas
$363K -$62.3K -1,104 -15%
GCP
259
GSA Capital Partners
United Kingdom
$363K +$363K +6,444 New
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$361K +$4.29K +76 +1%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$359K -$178K -3,161 -33%
SAM
262
Shell Asset Management
Netherlands
$359K -$64.3K -1,141 -15%
AAS
263
Avantax Advisory Services
Texas
$356K +$4.28K +76 +1%
Cerity Partners
264
Cerity Partners
New York
$355K +$91K +1,614 +34%
AC
265
Allstate Corporation
Illinois
$354K -$3.27K -58 -0.9%
IAA
266
Independent Advisor Alliance
North Carolina
$353K +$34.2K +606 +11%
MCM
267
MAI Capital Management
Ohio
$350K -$4.26M -75,443 -92%
CCM
268
Cinctive Capital Management
New York
$350K -$142K -2,520 -29%
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$350K -$38.1K -675 -10%
Prudential Financial
270
Prudential Financial
New Jersey
$350K +$60.5K +1,067 +21%
FWM
271
Focused Wealth Management
New York
$342K +$48.3K +856 +16%
BA
272
Bridgewater Associates
Connecticut
$341K -$226K -4,019 -40%
SBIA
273
Sheaff Brock Investment Advisors
Indiana
$340K +$19.8K +351 +6%
LC
274
Lavaca Capital
Texas
$328K – – –
EOJOAM
275
E. Ohman J:or Asset Management
Sweden
$327K – – –
9 10
11
12 13