ROKU icon

Roku
ROKU

Overview Fund Activity

599 hedge funds and large institutions have $9.77B invested in Roku in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 177 increasing their positions, 182 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+64
Holders Change %
+11.96%
% of All Funds
8.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
142
Increased
177
Reduced
182
Closed
69
Calls
$1.2B
Puts
$1.29B
Net Calls
-$97.7M
Net Calls Change
-$80.2M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$332M
2
Renaissance Technologies
Renaissance Technologies
New York
$161M
3
Morgan Stanley
Morgan Stanley
New York
$294M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1B
5
Citadel Advisors
Citadel Advisors
Florida
$81.2M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$123M
3
AIM
ARK Investment Management
Florida
$873M
4
NAMA
Nikko Asset Management Americas
New York
$517M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$540M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
326
Prospera Financial Services
Texas
$410K -$11.5K -126 -3%
TVM
327
True Vision MN
Minnesota
$407K +$407K +4,439 New
O
328
Ossiam
France
$397K +$55.6K +607 +16%
Group One Trading
329
Group One Trading
Illinois
$393K +$393K +4,292 New
WS
330
Wedbush Securities
California
$388K -$86.4K -943 -18%
IAS
331
Insigneo Advisory Services
Florida
$385K -$169K -1,848 -31%
KI
332
Kapitalo Investimentos
Brazil
$383K +$162K +1,769 +73%
TMAM
333
Tokio Marine Asset Management
Japan
$379K – – –
VIA
334
Virtus Investment Advisers
Connecticut
$372K -$179K -1,948 -32%
EF
335
Empowered Funds
Pennsylvania
$372K -$70.1K -765 -16%
IP
336
Interval Partners
New York
$367K +$367K +4,000 New
OTL
337
Oak Thistle LLC
New York
$362K -$23.5K -256 -6%
SCM
338
Saxony Capital Management
Missouri
$360K +$360K +3,925 New
IFPG
339
Intrepid Financial Planning Group
Indiana
$353K – – –
OA
340
Oracle Alpha
Ontario, Canada
$347K +$347K +3,789 New
NRD
341
Nebula Research & Development
New York
$345K +$345K +3,759 New
GA
342
Goldstein Advisors
Wisconsin
$343K – – –
IWM
343
IHT Wealth Management
Illinois
$340K -$70.2K -766 -17%
GSEP
344
Golden State Equity Partners
California
$327K -$6.23K -68 -2%
SWP
345
Stratos Wealth Partners
Ohio
$324K +$33.6K +367 +12%
NL
346
NKCFO LLC
Illinois
$321K -$614K -6,700 -66%
RG
347
Rathbones Group
United Kingdom
$320K +$320K +3,491 New
DPAM
348
Degroof Petercam Asset Management
Belgium
$318K +$318K +3,466 New
CWM
349
CIBC World Markets
New York
$317K +$317K +3,457 New
AGA
350
Accuvest Global Advisors
Utah
$313K -$69.7K -760 -18%
12 13
14
15 16