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Roku
ROKU

Overview Fund Activity

486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+71
Holders Change %
+17.11%
% of All Funds
9.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
147
Increased
167
Reduced
118
Closed
69
Calls
$1.44B
Puts
$1.93B
Net Calls
-$494M
Net Calls Change
-$248M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$374M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$147M
3
BlackRock
BlackRock
New York
+$68.3M
4
AIM
ARK Investment Management
Florida
+$60M
5
Deutsche Bank
Deutsche Bank
Germany
+$56.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$147M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$123M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$81.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$71.1M
5
Wells Fargo
Wells Fargo
California
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
276
Engineers Gate Manager
New York
$463K +$463K +3,460 New
MCM
277
Mengis Capital Management
Oregon
$457K +$32.7K +245 +8%
NL
278
NVWM LLC
Pennsylvania
$456K +$456K +3,403 New
SI
279
Stephens Inc
Arkansas
$453K -$40.9K -305 -8%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$447K – – –
XS
281
XR Securities
Illinois
$441K -$228K -1,707 -34%
LWM
282
Loveless Wealth Management
Montana
$427K +$427K +3,102 New
AC
283
Athanor Capital
New York
$415K -$26.8K -200 -6%
AS
284
Altshuler Shaham
Israel
$415K +$392K +2,927 +1,702%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$407K +$407K +3,096 New
New York State Teachers Retirement System (NYSTRS)
286
New York State Teachers Retirement System (NYSTRS)
New York
$388K +$388K +2,900 New
KWM
287
Kingsview Wealth Management
Oregon
$387K +$387K +2,888 New
SC
288
Scotia Capital
Ontario, Canada
$384K +$384K +2,862 New
Prudential Financial
289
Prudential Financial
New Jersey
$379K +$9.38K +70 +3%
GCM
290
Gables Capital Management
Florida
$360K +$300K +2,250 +500%
LOAMU
291
Lombard Odier Asset Management (USA)
New York
$359K +$359K +2,678 New
AGM
292
Alpine Global Management
New York
$353K +$353K +2,639 New
Cetera Investment Advisers
293
Cetera Investment Advisers
Illinois
$350K -$12.9K -97 -4%
RHBC
294
R.H. Bluestein & Co
Michigan
$348K -$53.5K -400 -13%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$341K +$206K +1,536 +152%
P8IP
296
Pier 88 Investment Partners
California
$340K -$179K -1,340 -35%
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$336K -$96.9K -723 -22%
TAM
298
Tocqueville Asset Management
New York
$335K -$127K -945 -27%
FFG
299
Fortem Financial Group
California
$335K – – –
IIC
300
Integrated Investment Consultants
Michigan
$335K +$937 +7 +0.3%
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