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Roku
ROKU

Overview Fund Activity

550 hedge funds and large institutions have $5.45B invested in Roku in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 183 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-43
Holders Change %
-7.25%
% of All Funds
9.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
185
Reduced
183
Closed
101
Calls
$758M
Puts
$1.07B
Net Calls
-$315M
Net Calls Change
-$274M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$107M
2
AIM
ARK Investment Management
Florida
+$100M
3
NAMA
Nikko Asset Management Americas
New York
+$79.8M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$79.6M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$79.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$120M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$107M
4
Marshall Wace
Marshall Wace
United Kingdom
-$36.3M
5
CMG
Cavalry Management Group
California
-$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
301
Alterity Financial Group
Maine
$261K -$13.3K -235 -5%
TIAM2
302
Tru Independence Asset Management 2
Oregon
$261K +$25.6K +454 +11%
AAM
303
Azzad Asset Management
Virginia
$256K +$67.6K +1,199 +36%
CF
304
Centaurus Financial
California
$255K +$11.4K +203 +5%
PRC
305
Pearl River Capital
Michigan
$253K -$243K -4,308 -49%
SWP
306
Stratos Wealth Partners
Ohio
$251K -$49.5K -878 -16%
SFS
307
Stiles Financial Services
Minnesota
$249K -$16K -284 -6%
BW
308
Bison Wealth
Georgia
$248K +$248K +4,400 New
WP
309
Waycross Partners
Kentucky
$247K +$247K +4,383 New
LCM
310
Laurion Capital Management
New York
$243K -$45.2K -800 -16%
FHA
311
First Horizon Advisors
Tennessee
$243K +$51.5K +915 +27%
SI
312
Stephens Inc
Arkansas
$242K +$56 +1 +0%
IWM
313
IHT Wealth Management
Illinois
$242K +$3.67K +65 +2%
AWS
314
Atria Wealth Solutions
New York
$233K -$21.5K -381 -8%
LAM
315
Lynch Asset Management
Pennsylvania
$232K – – –
Janney Montgomery Scott
316
Janney Montgomery Scott
Pennsylvania
$231K -$116K -2,049 -33%
PGH
317
Partners Group Holding
Switzerland
$231K – – –
GIP
318
Greatmark Investment Partners
Georgia
$226K – – –
SC
319
Shay Capital
New York
$226K +$226K +4,000 New
VVP
320
Venture Visionary Partners
Ohio
$225K -$320K -5,697 -59%
CA
321
Cetera Advisors
Colorado
$224K +$78.3K +1,385 +54%
MIM
322
MetLife Investment Management
New Jersey
$218K -$2.37K -42 -1%
Manulife (Manufacturers Life Insurance)
323
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217K -$133K -2,358 -38%
BS
324
Banco Santander
Spain
$215K -$824K -14,635 -79%
AWM
325
Avitas Wealth Management
California
$214K -$248K -4,387 -54%
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