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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 %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$354K +$167K +2,557 +89%
Pathstone Holdings
302
Pathstone Holdings
New Jersey
$350K -$52.4K -804 -13%
BIAS
303
Beacon Investment Advisory Services
New Jersey
$349K -$1.19M -18,226 -77%
JFG
304
Jefferies Financial Group
New York
$349K -$82K -1,259 -19%
SC
305
Scotia Capital
Ontario, Canada
$349K +$4.17K +64 +1%
SCM
306
Saxony Capital Management
Missouri
$347K +$91.3K +1,401 +36%
BCI
307
Brinker Capital Investments
Pennsylvania
$336K -$9.25K -142 -3%
OPS
308
Orion Portfolio Solutions
Nebraska
$336K -$9.25K -142 -3%
CWM
309
CIBC World Markets
New York
$334K +$108K +1,664 +48%
EF
310
Empowered Funds
Pennsylvania
$332K +$67.3K +1,033 +25%
WS
311
Wedbush Securities
California
$331K +$55K +844 +20%
AC
312
Armistice Capital
New York
$328K +$328K +5,034 New
EI
313
Ethic Inc
New York
$328K -$185K -2,843 -36%
XT
314
XTX Topco
Cayman Islands
$310K -$139K -2,136 -31%
CWP
315
Cyndeo Wealth Partners
Florida
$308K +$1.24K +19 +0.4%
Macquarie Group
316
Macquarie Group
Australia
$307K -$13.7K -210 -4%
PI
317
PFG Investments
New York
$305K +$305K +4,685 New
CF
318
Centaurus Financial
California
$301K +$195K +2,997 +185%
APG Asset Management
319
APG Asset Management
Netherlands
$300K -$4.27M -70,819 -93%
RFA
320
Rollins Financial Advisors
New York
$293K -$399K -6,120 -58%
MS
321
Maven Securities
Jersey
$288K +$130K +1,997 +83%
Wellington Management Group
322
Wellington Management Group
Massachusetts
$282K -$86.8M -1,332,219 -100%
CIBC World Market
323
CIBC World Market
Ontario, Canada
$280K -$250K -3,843 -47%
SFA
324
Sequoia Financial Advisors
Ohio
$277K -$405K -6,220 -59%
CMF
325
Counterpoint Mutual Funds
California
$275K +$275K +4,217 New
11 12
13
14 15