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Roku
ROKU

Overview Fund Activity

242 hedge funds and large institutions have $1.45B invested in Roku in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
82
Increased
80
Reduced
57
Closed
86
Calls
$156M
Puts
$236M
Net Calls
-$79.4M
Net Calls Change
-$47.7M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$47.4M
2
Fidelity International
2
Fidelity International
Bermuda
$94.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$194M
4
Wells Fargo
4
Wells Fargo
California
$55.5M
5
HAM
5
HHR Asset Management
New Jersey
$42.3M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$0
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$0
3
HCM
3
Hitchwood Capital Management
New York
$0
4
MCM
4
Melvin Capital Management
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
301
HBK Sorce Advisory
Pennsylvania
– -$309K -4,235 Closed
UCFA
302
United Capital Financial Advisors
Texas
– -$297K -4,060 Closed
CIM
303
CIM Investment Management
Pennsylvania
– -$291K -3,984 Closed
Prudential Financial
304
Prudential Financial
New Jersey
– -$286K -3,910 Closed
IAA
305
Independent Advisor Alliance
North Carolina
– -$297K -3,885 Closed
HCMT
306
Highland Capital Management (Tennessee)
Tennessee
– -$256K -3,500 Closed
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
– -$254K -3,480 Closed
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
– -$253K -3,460 Closed
HSBC Holdings
309
HSBC Holdings
United Kingdom
– -$213K -2,916 Closed
HIIFS
310
Harel Insurance Investments & Financial Services
Israel
– -$168K -2,300 Closed
SPIA
311
Steward Partners Investment Advisory
New York
– -$164K -2,250 Closed
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
– -$90K -1,200 Closed
AA
313
Ancora Advisors
Ohio
– -$73K -1,000 Closed
NWM
314
Northwest Wealth Management
Iowa
– -$73K -1,000 Closed
RCAG
315
Rehmann Capital Advisory Group
Michigan
– -$58.9K -806 Closed
SIC
316
Salem Investment Counselors
North Carolina
– -$51K -700 Closed
S
317
SignatureFD
Georgia
– -$47K -650 Closed
FANJ
318
Financial Architects (New Jersey)
New Jersey
– -$37K -500 Closed
SIM
319
Sonora Investment Management
Arizona
– -$37K -500 Closed
WB
320
Webster Bank
Connecticut
– -$7K -99 Closed
SFM
321
Signet Financial Management
New Jersey
– -$4K -60 Closed
WA
322
WP Advisors
California
– -$4K -60 Closed
KJWM
323
Kiley Juergens Wealth Management
Washington
– -$3K -50 Closed
CWM
324
Catamount Wealth Management
Connecticut
– -$4K -50 Closed
BGIM
325
Brandywine Global Investment Management
Pennsylvania
– -$2K -23 Closed
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