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Roku
ROKU

Overview Fund Activity

646 hedge funds and large institutions have $11.6B invested in Roku in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-141
Holders Change %
-17.92%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.19%
New
85
Increased
231
Reduced
231
Closed
217
Calls
$1.51B
Puts
$1.92B
Net Calls
-$408M
Net Calls Change
+$89.7M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$352M
2
AIM
ARK Investment Management
Florida
$1.04B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$523M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
5
NAMA
Nikko Asset Management Americas
New York
$544M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$141M
2
FAM
Fred Alger Management
New York
$0
3
CWM
CIBC World Markets
New York
$0
4
Jane Street
Jane Street
New York
$16.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
AE Wealth Management
Kansas
$766K -$28.6K -228 -4%
ICP
277
Interchange Capital Partners
Pennsylvania
$764K +$239K +1,907 +45%
CM
278
Caption Management
Oklahoma
$752K +$752K +6,000 New
DSAM
279
Dock Street Asset Management
Florida
$744K – – –
SEC
280
Seven Eight Capital
New York
$743K -$461K -3,677 -38%
Verition Fund Management
281
Verition Fund Management
Connecticut
$729K +$560K +4,469 +332%
EOJOAM
282
E. Ohman J:or Asset Management
Sweden
$727K – – –
WJWM
283
Williams Jones Wealth Management
New York
$726K -$163K -1,300 -18%
MFG
284
Merit Financial Group
Georgia
$716K +$716K +5,717 New
VWA
285
V Wealth Advisors
Kansas
$710K -$22K -176 -3%
DU
286
Delphia (USA)
Ontario, Canada
$709K +$354K +2,826 +100%
SWP
287
Stratos Wealth Partners
Ohio
$707K -$15.2K -121 -2%
MGIA
288
Moneta Group Investment Advisors
Missouri
$703K +$135K +1,077 +24%
SG Americas Securities
289
SG Americas Securities
New York
$699K +$12K +96 +2%
MMG
290
Monetary Management Group
Missouri
$698K -$32.6K -260 -4%
M&T Bank
291
M&T Bank
New York
$697K +$41K +327 +6%
OWM
292
Opes Wealth Management
California
$689K – – –
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$684K +$3.51K +28 +0.5%
SFS
294
Stiles Financial Services
Minnesota
$682K +$7.64K +61 +1%
IIC
295
Integrated Investment Consultants
Michigan
$680K -$19.2K -153 -3%
IWA
296
Intercontinental Wealth Advisors
Texas
$678K +$678K +5,409 New
MF
297
Manchester Financial
California
$671K +$56.5K +451 +9%
HWM
298
HB Wealth Management
Georgia
$670K +$670K +5,352 New
IAA
299
Independent Advisor Alliance
North Carolina
$669K -$130K -1,036 -16%
AC
300
Annandale Capital
Texas
$664K +$664K +5,300 New
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