ROKU icon

Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$114M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$95M
5
NAMA
Nikko Asset Management Americas
New York
+$94.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$114M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
251
Intellectus Partners
California
$617K +$228K +3,506 +59%
Credit Agricole
252
Credit Agricole
France
$612K +$612K +10,434 New
NA
253
NewEdge Advisors
Louisiana
$603K +$69.3K +1,063 +13%
SW
254
SteelPeak Wealth
California
$597K +$261K +4,011 +78%
SW
255
SVB Wealth
Massachusetts
$580K -$72.6K -1,114 -11%
GC
256
Guggenheim Capital
Illinois
$574K +$271K +4,159 +89%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$553K – – –
AIM
258
Achmea Investment Management
Netherlands
$544K +$214K +3,291 +65%
MFG
259
Merit Financial Group
Georgia
$544K +$33.8K +572 +7%
WSFS
260
Wilmington Savings Fund Society
Delaware
$534K +$534K +8,200 New
Neuberger Berman Group
261
Neuberger Berman Group
New York
$529K -$54K -829 -9%
KAS
262
Kestra Advisory Services
Texas
$529K +$209K +3,206 +65%
CHM
263
Collaborative Holdings Management
New York
$521K +$521K +8,000 New
ADIM
264
Alpha DNA Investment Management
Maryland
$521K +$144K +2,202 +38%
EP
265
Edgestream Partners
New Jersey
$519K +$64.7K +993 +14%
Nordea Investment Management
266
Nordea Investment Management
Sweden
$516K +$39.1K +595 +8%
SCM
267
Semanteon Capital Management
Massachusetts
$485K +$485K +7,444 New
M&T Bank
268
M&T Bank
New York
$483K -$453K -6,956 -48%
FGA
269
Fortis Group Advisors
New Jersey
$470K +$470K +7,209 New
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$467K +$116K +1,775 +33%
AB
271
Amalgamated Bank
New York
$466K -$825K -12,663 -64%
VI
272
Versor Investments
New York
$463K -$477K -7,313 -51%
CC
273
Corton Capital
Ontario, Canada
$461K -$104K -1,593 -18%
NL
274
NKCFO LLC
Illinois
$456K +$228K +3,500 +100%
PHK
275
Point72 Hong Kong
Hong Kong
$448K -$4.21M -64,584 -90%
9 10
11
12 13