531 hedge funds and large institutions have $6.58B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+37
Holders Change %
+7.49%
% of All Funds
8.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
118
Increased
162
Reduced
150
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
301
Prudential plc
United Kingdom
$281K +$281K +4,267 New
SFS
302
Stiles Financial Services
Minnesota
$277K +$277K +4,214 New
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$273K +$273K +4,146 New
IWM
304
IHT Wealth Management
Illinois
$272K +$272K +4,125 New
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$260K +$260K +3,956 New
HWM
306
HB Wealth Management
Georgia
$258K +$258K +3,915 New
MIM
307
MetLife Investment Management
New Jersey
$256K +$592 +9 +0.2%
EF
308
Empowered Funds
Pennsylvania
$256K +$256K +3,891 New
TMAM
309
Tokio Marine Asset Management
Japan
$251K +$251K +3,821 New
GA
310
Goldstein Advisors
Wisconsin
$251K +$251K +3,806 New
OQS
311
Occudo Quantitative Strategies
Florida
$237K +$237K +3,604 New
BC
312
Brookfield Corp
Ontario, Canada
$233K +$233K +3,543 New
CF
313
Cantor Fitzgerald
New York
$231K +$231K +3,510 New
CC
314
Corton Capital
Ontario, Canada
$231K +$231K +3,504 New
PWM
315
Prosperity Wealth Management
California
$228K +$228K +3,465 New
TI
316
Tidal Investments
Wisconsin
$227K +$227K +3,446 New
DADC
317
D.A. Davidson & Co
Montana
$226K +$226K +3,445 New
AIMCA
318
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$224K +$224K +3,400 New
NYLIM
319
New York Life Investment Management
New York
$223K +$223K +3,389 New
BW
320
Bison Wealth
Georgia
$222K +$2.84K +50 +1%
HI
321
Harbour Investments
Wisconsin
$222K
ARG
322
Advisory Resource Group
Oklahoma
$221K +$221K +3,364 New
KOCAA
323
Knights of Columbus Asset Advisors
Connecticut
$220K
RGI
324
River Global Investors
United Kingdom
$218K +$218K +3,300 New
CWP
325
Cyndeo Wealth Partners
Florida
$218K +$218K +3,306 New