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Roku
ROKU

Overview Fund Activity

535 hedge funds and large institutions have $6.87B invested in Roku in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+20
Holders Change %
+3.88%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
97
Increased
185
Reduced
147
Closed
71
Calls
$882M
Puts
$899M
Net Calls
-$17.5M
Net Calls Change
+$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$666M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$99.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$180M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$44.3M

Top Sellers

1
AIM
ARK Investment Management
Florida
$737M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$74.9M
3
Two Sigma Investments
Two Sigma Investments
New York
$84.3M
4
CIM
Contrarius Investment Management
Jersey
$1.59M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
251
KBC Group
Belgium
$534K -$689K -9,772 -56%
GIP
252
Greatmark Investment Partners
Georgia
$529K – – –
Fidelity International
253
Fidelity International
Bermuda
$517K +$517K +7,329 New
OAM
254
Oppenheimer Asset Management
New York
$513K +$8.12K +115 +2%
AWA
255
Arkadios Wealth Advisors
Georgia
$511K -$193K -2,730 -27%
SGA
256
Seaport Global Advisors
Massachusetts
$508K -$150K -2,124 -23%
CC
257
Corton Capital
Ontario, Canada
$505K +$256K +3,628 +103%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$502K +$39.4K +558 +9%
GC
259
Guggenheim Capital
Illinois
$501K +$90.6K +1,283 +22%
LBWM
260
Left Brain Wealth Management
Illinois
$492K +$492K +6,974 New
CNWM
261
Clay Northam Wealth Management
California
$490K – – –
SW
262
SteelPeak Wealth
California
$489K +$203K +2,869 +71%
AGAM
263
Audent Global Asset Management
California
$483K -$7.06K -100 -1%
MML Investors Services
264
MML Investors Services
Massachusetts
$480K +$18.1K +257 +4%
PFO
265
Pathstone Family Office
New Jersey
$476K +$476K +6,694 New
SCA
266
Snowden Capital Advisors
New York
$474K -$103K -1,460 -18%
EI
267
Ethic Inc
New York
$471K +$150K +2,120 +47%
VWA
268
V Wealth Advisors
Kansas
$468K -$634K -8,984 -58%
FWM
269
Focused Wealth Management
New York
$466K +$424 +6 +0.1%
PCIA
270
Prime Capital Investment Advisors
Kansas
$465K +$465K +6,581 New
Nordea Investment Management
271
Nordea Investment Management
Sweden
$462K -$41K -594 -8%
M&T Bank
272
M&T Bank
New York
$461K +$21.7K +308 +5%
IAA
273
Independent Advisor Alliance
North Carolina
$453K -$24.8K -352 -5%
IP
274
Intellectus Partners
California
$448K +$448K +6,351 New
KLC
275
Knowledge Leaders Capital
Colorado
$447K +$447K +6,326 New
9 10
11
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