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Roku
ROKU

Overview Fund Activity

500 hedge funds and large institutions have $6.29B invested in Roku in 2020 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
124
Increased
179
Reduced
135
Closed
105
Calls
$900M
Puts
$1.09B
Net Calls
-$188M
Net Calls Change
+$307M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$167M
2
AIM
ARK Investment Management
Florida
$148M
3
Goldman Sachs
Goldman Sachs
New York
$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$80.7M
5
American Century Companies
American Century Companies
Missouri
$113M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$163M
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.29M
4
Ameriprise
Ameriprise
Minnesota
$29.9M
5
GGHC
Gilder Gagnon Howe & Co
New York
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
326
Cox Capital Management
Massachusetts
$187K +$187K +1,400 New
JSC
327
Jackson Square Capital
California
$175K – – –
AIG
328
American International Group
New York
$170K -$4.99K -57 -3%
JIR
329
James Investment Research
Ohio
$170K – – –
FHA
330
Flagship Harbor Advisors
Massachusetts
$166K -$45.4K -520 -21%
RFA
331
Reilly Financial Advisors
California
$164K +$164K +1,870 New
SPIA
332
Steward Partners Investment Advisory
New York
$163K +$17.5K +201 +12%
AF
333
Advisornet Financial
Minnesota
$159K +$46.4K +530 +41%
SF
334
Synovus Financial
Georgia
$152K +$152K +1,737 New
VFA
335
Valeo Financial Advisors
Indiana
$151K -$737 -8 -0.5%
FWM
336
Focused Wealth Management
New York
$144K +$9.6K +110 +7%
BCV
337
Banque Cantonale Vaudoise
Switzerland
$143K +$143K +1,629 New
PFO
338
Pathstone Family Office
New Jersey
$140K -$33K -377 -19%
EDRH
339
Edmond de Rothschild Holding
Switzerland
$131K – – –
QI
340
QS Investors
New York
$123K – – –
BAM
341
Belpointe Asset Management
Nevada
$120K +$22.2K +254 +23%
AAP
342
Arax Advisory Partners
Colorado
$110K +$108K +1,240 +6,526%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$109K -$114K -1,299 -51%
GWM
344
Geneos Wealth Management
Colorado
$102K +$41.8K +480 +69%
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$99K -$32.6K -371 -25%
HWA
346
Heritage Wealth Advisors
Virginia
$95.4K +$875 +10 +0.9%
US Bancorp
347
US Bancorp
Minnesota
$93K -$44.5K -509 -32%
MHR
348
Matthew Hamilton Rosenberg
$93K +$93K +1,060 New
HIIFS
349
Harel Insurance Investments & Financial Services
Israel
$91K +$24.6K +280 +37%
BWL
350
Bogart Wealth LLC
Virginia
$91K +$82.3K +945 +945%
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