599 hedge funds and large institutions have $9.77B invested in Roku in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 177 increasing their positions, 182 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+64
Holders Change %
+11.96%
% of All Funds
8.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
142
Increased
177
Reduced
182
Closed
69
Calls
$1.2B
Puts
$1.29B
Net Calls
-$97.7M
Net Calls Change
-$80.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$805K -$927K -10,111 -54%
CC
252
Corton Capital
Ontario, Canada
$794K +$138K +1,509 +21%
MFG
253
Merit Financial Group
Georgia
$791K -$4.31K -47 -0.5%
FA
254
FDx Advisors
Illinois
$784K -$98.6K -1,076 -11%
SPC
255
Sigma Planning Corp
Michigan
$773K +$211K +2,306 +38%
Principal Financial Group
256
Principal Financial Group
Iowa
$768K -$18.8M -205,380 -96%
PL
257
Polianta Ltd
Jersey
$760K +$760K +8,300 New
ICP
258
Interchange Capital Partners
Pennsylvania
$759K -$58.5K -638 -7%
CIBC World Market
259
CIBC World Market
Ontario, Canada
$747K -$601K -6,549 -45%
NA
260
NewEdge Advisors
Louisiana
$747K -$183K -2,011 -20%
Fidelity International
261
Fidelity International
Bermuda
$726K +$54.1K +590 +8%
EI
262
Ethic Inc
New York
$721K +$109K +1,194 +18%
OAM
263
Oppenheimer Asset Management
New York
$712K +$45.6K +497 +7%
MML Investors Services
264
MML Investors Services
Massachusetts
$708K +$84.4K +921 +14%
Nordea Investment Management
265
Nordea Investment Management
Sweden
$669K +$50.9K +551 +8%
PL
266
Parkwood LLC
Ohio
$646K -$466K -5,079 -42%
OAM
267
Oxford Asset Management
United Kingdom
$642K +$642K +7,000 New
EP
268
Edgestream Partners
New Jersey
$639K -$1.58M -17,255 -71%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$635K -$111K -1,214 -15%
XT
270
XTX Topco
Cayman Islands
$632K +$632K +6,898 New
AWA
271
Arkadios Wealth Advisors
Georgia
$632K -$31.3K -342 -5%
CNWM
272
Clay Northam Wealth Management
California
$626K -$10.7K -117 -2%
FF
273
Friedenthal Financial
New Jersey
$622K -$244K -2,657 -28%
JFG
274
Jefferies Financial Group
New York
$606K +$606K +6,610 New
FWM
275
Focused Wealth Management
New York
$605K -$917 -10 -0.2%