ROKU icon

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 %
DAM
326
Derbend Asset Management
Georgia
$212K -$5.37K -95 -2%
SFG
327
Synergy Financial Group
California
$210K +$13.4K +238 +7%
Federated Hermes
328
Federated Hermes
Pennsylvania
$208K -$271K -4,815 -57%
CWG
329
Crown Wealth Group
North Carolina
$206K +$30.5K +540 +17%
PAM
330
Premier Asset Management
Illinois
$205K -$69.6K -1,232 -25%
TI
331
Tidal Investments
Wisconsin
$205K +$33.6K +597 +20%
SIA
332
Schechter Investment Advisors
Michigan
$205K +$205K +3,640 New
PWA
333
Phoenix Wealth Advisors
North Carolina
$203K -$9.41K -167 -4%
IA
334
IFP Advisors
Florida
$203K +$31.9K +763 +19%
ARG
335
Advisory Resource Group
Oklahoma
$201K +$3.39K +60 +2%
PFWA
336
Paces Ferry Wealth Advisors
Georgia
$200K -$338 -6 -0.2%
KOCAA
337
Knights of Columbus Asset Advisors
Connecticut
$188K – – –
Macquarie Group
338
Macquarie Group
Australia
$178K -$64.1K -1,137 -26%
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$165K – – –
SPIA
340
Steward Partners Investment Advisory
New York
$160K +$22.5K +399 +16%
VI
341
Vestcor Inc
New Brunswick, Canada
$159K +$2.99K +53 +2%
SGA
342
Seaport Global Advisors
Massachusetts
$149K +$4.13K +73 +3%
GWM
343
Geneos Wealth Management
Colorado
$144K +$23.3K +415 +19%
CIA
344
Capital Impact Advisors
Massachusetts
$142K -$46.5K -826 -25%
BCV
345
Banque Cantonale Vaudoise
Switzerland
$126K – – –
BAM
346
Belpointe Asset Management
Nevada
$114K +$13.3K +237 +13%
TWC
347
TD Waterhouse Canada
Ontario, Canada
$114K -$3.54K -57 -3%
AAP
348
Arax Advisory Partners
Colorado
$111K – – –
EW
349
Evoke Wealth
California
$107K – – –
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$104K +$16.7K +299 +19%
12 13
14
15 16