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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 %
Truist Financial
276
Truist Financial
North Carolina
$436K +$269K +4,126 +161%
OC
277
Oppenheimer & Co
New York
$434K -$287K -4,400 -40%
CC
278
Cipher Capital
New York
$432K +$86.2K +1,322 +25%
N
279
Numerai
California
$431K +$245K +3,753 +131%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$430K -$21.8K -334 -5%
KA
281
Kerrisdale Advisers
Florida
$428K +$428K +6,560 New
AWA
282
Arkadios Wealth Advisors
Georgia
$423K -$26.5K -406 -6%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$420K -$430K -6,593 -51%
OAM
284
Oppenheimer Asset Management
New York
$420K -$86.4K -1,325 -17%
SCA
285
Snowden Capital Advisors
New York
$419K +$34.5K +530 +9%
CNWM
286
Clay Northam Wealth Management
California
$404K -$40.7K -625 -9%
BAMF
287
BI Asset Management Fondsmaeglerselskab
Denmark
$401K -$1.22M -18,774 -75%
PFS
288
Prospera Financial Services
Texas
$398K +$106K +1,631 +36%
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
$393K – – –
FWM
290
Focused Wealth Management
New York
$392K -$38.1K -584 -9%
US Bancorp
291
US Bancorp
Minnesota
$385K -$4.63K -71 -1%
AssetMark Inc
292
AssetMark Inc
California
$382K +$84.9K +1,302 +29%
BCV
293
Banque Cantonale Vaudoise
Switzerland
$375K +$222K +3,413 +146%
LNC
294
Lincoln National Corp
Pennsylvania
$372K +$15.3K +235 +4%
Wealth Enhancement Advisory Services
295
Wealth Enhancement Advisory Services
Minnesota
$372K +$165K +2,531 +80%
OWM
296
Opes Wealth Management
California
$359K -$978 -15 -0.3%
GIP
297
Greatmark Investment Partners
Georgia
$358K – – –
IAA
298
Independent Advisor Alliance
North Carolina
$358K -$32.5K -499 -8%
AAM
299
Azzad Asset Management
Virginia
$357K +$63.1K +968 +21%
LWA
300
Ledgewood Wealth Advisors
New Hampshire
$355K – – –
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12
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