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302 hedge funds and large institutions have $3.73B invested in Roku in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more capital invested

Capital invested by funds: $1.45B → $3.73B (+$2.28B)

134% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 47

25% more funds holding

Funds holding: 242302 (+60)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12.69% more ownership

Funds ownership: 61.3%73.99% (+13%)

2% more call options, than puts

Call options by funds: $621M | Put options by funds: $606M

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

Holders
302
Holders Change
+60
Holders Change %
+24.79%
% of All Funds
6.54%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.24%
New
110
Increased
72
Reduced
85
Closed
47
Calls
$621M
Puts
$606M
Net Calls
+$15M
Net Calls Change
+$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
276
Cable Hill Partners
Oregon
$10K
GWMIA
277
Global Wealth Management Investment Advisory
Florida
$10K +$8.02K +150 New
GI
278
GS Investments
Minnesota
$9.68K
PCM
279
Prelude Capital Management
New York
$8K -$874K -16,341 -99%
BWL
280
Bogart Wealth LLC
Virginia
$7K
RWG
281
Regal Wealth Group
California
$7K
SWP
282
Strategic Wealth Partners
Ohio
$7K
S
283
SignatureFD
Georgia
$7K +$5.46K +102 New
MNBTD
284
Moody National Bank Trust Division
Texas
$7K +$5.78K +108 New
AIM
285
Advantage Investment Management
Iowa
$6K
WAS
286
Winch Advisory Services
Wisconsin
$6K
CFG
287
Citizens Financial Group
Rhode Island
$6K +$5.35K +100 New
TWA
288
TCI Wealth Advisors
Arizona
$6K +$5.35K +100 New
TFA
289
Toth Financial Advisory
Virginia
$6K +$5.35K +100 New
TCM
290
Tradewinds Capital Management
Washington
$3K -$802 -15 -25%
ATC
291
Adirondack Trust Company
New York
$3K
CFGS
292
Concourse Financial Group Securities
Alabama
$3K
HR
293
Howe & Rusling
New York
$3K
KPW
294
Kore Private Wealth
New York
$3K
MWC
295
MKD Wealth Coaches
Michigan
$3K
NL
296
NVWM LLC
Pennsylvania
$3K
WCM
297
Whitener Capital Management
North Carolina
$3K +$3.21K +60 New
RFM
298
Royal Fund Management
Florida
$2K
RIA
299
RPG Investment Advisory
California
$2K +$1.28K +24 New
BBA
300
Braun-Bostich & Associates
Pennsylvania
$1K

ROKU Hedge Fund Activity: Q1 2019 in Review

302 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2019, worth a combined $3.73B — up 157% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new ROKU positions and 47 closed out — a net gain of 63 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $153M. The largest seller was Artisan Partners, cutting an estimated $61.8M.

  • 302 institutional investors held Roku (ROKU) as of Q1 2019, up from 242 in Q4 2018.
  • Funds reported $3.73B of Roku stock for Q1 2019, up 157% quarter-over-quarter.
  • 110 funds opened new Roku positions in Q1 2019 and 47 closed out, a net change of +63 holders.
  • The largest Roku buyer in Q1 2019 was Renaissance Technologies, an estimated $153M added.
  • The largest Roku seller in Q1 2019 was Artisan Partners, an estimated $61.8M sold.

Based on aggregated 13F filings for Q1 2019.