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Roku
ROKU

Overview Fund Activity

486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+71
Holders Change %
+17.11%
% of All Funds
9.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
147
Increased
167
Reduced
118
Closed
69
Calls
$1.44B
Puts
$1.93B
Net Calls
-$494M
Net Calls Change
-$248M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$374M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$147M
3
BlackRock
BlackRock
New York
+$68.3M
4
AIM
ARK Investment Management
Florida
+$60M
5
Deutsche Bank
Deutsche Bank
Germany
+$56.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$147M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$123M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$81.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$71.1M
5
Wells Fargo
Wells Fargo
California
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
326
Cetera Advisor Networks
California
$261K +$261K +1,971 New
JIR
327
James Investment Research
Ohio
$260K – – –
AWA
328
Arete Wealth Advisors
Illinois
$260K +$260K +1,941 New
MCC
329
Malaga Cove Capital
California
$254K +$254K +1,900 New
BC
330
Brinker Capital
Pennsylvania
$250K +$250K +1,866 New
OI
331
Oakbrook Investments
Illinois
$241K -$56.9K -425 -19%
WWM
332
WT Wealth Management
Arizona
$232K +$232K +1,734 New
PA
333
Paragon Advisors
Texas
$225K +$225K +1,752 New
SPIA
334
Steward Partners Investment Advisory
New York
$223K +$71.8K +538 +48%
VFA
335
Valeo Financial Advisors
Indiana
$221K +$69.9K +521 +46%
WCM
336
Washburn Capital Management
Florida
$221K +$221K +1,650 New
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$220K +$99.3K +740 +82%
QCM
338
Quantinno Capital Management
New York
$217K +$217K +1,624 New
Nisa Investment Advisors
339
Nisa Investment Advisors
Missouri
$214K -$2.34M -17,500 -92%
CA
340
Calton & Associates
Florida
$213K +$213K +1,590 New
MC
341
Moors & Cabot
Massachusetts
$211K +$211K +1,605 New
EMG
342
ETF Managers Group
New Jersey
$210K -$184K -1,392 -47%
US Bancorp
343
US Bancorp
Minnesota
$210K +$137K +1,023 +186%
PA
344
Profund Advisors
Maryland
$209K +$209K +1,560 New
FWM
345
Focused Wealth Management
New York
$206K +$202K +1,510 +5,033%
EDRH
346
Edmond de Rothschild Holding
Switzerland
$201K – – –
MAM
347
Morse Asset Management
Connecticut
$201K +$201K +1,500 New
MC
348
Machina Capital
France
$201K +$201K +1,504 New
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$200K +$90.8K +680 +83%
IFWM
350
Institute for Wealth Management
Colorado
$200K +$200K +1,492 New
12 13
14
15 16