We are live on ! Find out more
ROKU icon

Roku
ROKU

536 hedge funds and large institutions have $6.59B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 163 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

65% more capital invested

Capital invested by funds: $4B → $6.59B (+$2.59B)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 498 → 536 (+38)

7% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 153

0.52% more ownership

Funds ownership: 80.61% → 81.14% (+0.52%)

5% less call options, than puts

Call options by funds: $920M | Put options by funds: $966M

Holders
536
Holders Change
+38
Holders Change %
+7.63%
% of All Funds
8.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
119
Increased
163
Reduced
153
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$97.6M
3
Two Sigma Investments
Two Sigma Investments
New York
+$77.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$44.8M
5
Millennium Management
Millennium Management
New York
+$39.2M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$116M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$93.6M
3
Man Group
Man Group
United Kingdom
-$39.1M
4
DAM
Dorsey Asset Management
Illinois
-$30.2M
5
Twin Tree Management
Twin Tree Management
Texas
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
326
Advisory Resource Group
Oklahoma
$221K +$197K +3,364 New
KOCAA
327
Knights of Columbus Asset Advisors
Connecticut
$220K – – –
RGI
328
River Global Investors
United Kingdom
$218K +$193K +3,300 New
CWP
329
Cyndeo Wealth Partners
Florida
$218K +$194K +3,306 New
TFS
330
Thoroughbred Financial Services
Tennessee
$217K +$193K +3,305 New
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$215K +$191K +3,264 New
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$213K +$189K +3,233 New
KA
333
Kovack Advisors
Florida
$211K +$188K +3,204 New
CAAS
334
Capital Asset Advisory Services
Michigan
$209K +$186K +3,176 New
PWA
335
Phoenix Wealth Advisors
North Carolina
$209K +$186K +3,170 New
MCC
336
Malaga Cove Capital
California
$207K +$184K +3,143 New
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$206K +$141K +2,409 +322%
HAIM
338
Hunter Associates Investment Management
Pennsylvania
$204K +$181K +3,096 New
CWG
339
Crown Wealth Group
North Carolina
$203K +$181K +3,086 New
AAP
340
Arax Advisory Partners
Colorado
$193K – – –
SPIA
341
Steward Partners Investment Advisory
New York
$190K -$32.1K -548 -16%
VI
342
Vestcor Inc
New Brunswick, Canada
$188K – – –
BAM
343
Belpointe Asset Management
Nevada
$176K +$31.5K +538 +25%
MIFH
344
Migdal Insurance & Financial Holdings
Israel
$172K +$79.6K +1,360 +100%
BCV
345
Banque Cantonale Vaudoise
Switzerland
$171K +$22.2K +380 +17%
HCA
346
Harbor Capital Advisors
Illinois
$167K +$68.4K +1,168 +85%
OAM
347
Ostrum Asset Management
France
$160K +$142K +2,430 New
LOAMU
348
Lombard Odier Asset Management (USA)
New York
$151K -$6.74M -115,089 -98%
Swedbank
349
Swedbank
Sweden
$145K – – –
GC
350
Garde Capital
Washington
$144K +$128K +2,192 New
12 13
14
15 16

ROKU Hedge Fund Activity: Q1 2023 in Review

536 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2023, worth a combined $6.59B — up 65% from $4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new ROKU positions and 72 closed out — a net gain of 47 holders — while 163 added to existing stakes and 153 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was Renaissance Technologies, cutting an estimated $116M.

  • 536 institutional investors held Roku (ROKU) as of Q1 2023, up from 498 in Q4 2022.
  • Funds reported $6.59B of Roku stock for Q1 2023, up 65% quarter-over-quarter.
  • 119 funds opened new Roku positions in Q1 2023 and 72 closed out, a net change of +47 holders.
  • The largest Roku buyer in Q1 2023 was Fidelity Investments, an estimated $108M added.
  • The largest Roku seller in Q1 2023 was Renaissance Technologies, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2023.