531 hedge funds and large institutions have $6.58B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+37
Holders Change %
+7.49%
% of All Funds
8.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
118
Increased
162
Reduced
150
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
251
SkyOak Wealth
Michigan
$422K -$1.78K -27 -0.4%
WP
252
Woodline Partners
California
$421K +$72.7K +1,105 +21%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$420K +$69.5K +1,056 +20%
FCH
254
Freestone Capital Holdings
Washington
$417K -$263 -4 -0.1%
Nordea Investment Management
255
Nordea Investment Management
Sweden
$411K -$44.3K -712 -10%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$410K -$86.5K -1,320 -17%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$406K -$34.7K -527 -8%
WE
258
Wealth Effects
Massachusetts
$406K +$42.8K +650 +12%
LAM
259
Lynch Asset Management
Pennsylvania
$402K +$402K +6,100 New
ESCM
260
Echo Street Capital Management
New York
$397K -$490K -7,451 -55%
Balyasny Asset Management
261
Balyasny Asset Management
Illinois
$395K -$6.23M -94,692 -94%
EOJOAM
262
E. Ohman J:or Asset Management
Sweden
$382K
WS
263
Wedbush Securities
California
$381K -$227K -3,447 -37%
MML Investors Services
264
MML Investors Services
Massachusetts
$380K -$14.6K -221 -4%
SW
265
SteelPeak Wealth
California
$375K +$375K +5,698 New
EH
266
Equitable Holdings
New York
$363K -$3.88K -59 -1%
OWM
267
Opes Wealth Management
California
$362K
IIM
268
INTECH Investment Management
Florida
$362K -$26.7K -405 -7%
Macquarie Group
269
Macquarie Group
Australia
$362K +$157K +2,387 +77%
ICP
270
Interchange Capital Partners
Pennsylvania
$360K +$360K +5,469 New
QT
271
Quantamental Technologies
New York
$359K +$359K +5,452 New
SC
272
Scotia Capital
Ontario, Canada
$358K +$30K +456 +9%
Franklin Resources
273
Franklin Resources
California
$352K -$65.7K -998 -16%
DAS
274
Dynamic Advisor Solutions
Arizona
$351K +$351K +5,334 New
AIM
275
Achmea Investment Management
Netherlands
$348K