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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$114M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$95M
5
NAMA
Nikko Asset Management Americas
New York
+$94.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$114M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVM
326
True Vision MN
Minnesota
$272K +$21.7K +385 +9%
TMAM
327
Tokio Marine Asset Management
Japan
$270K – – –
IWC
328
Integrated Wealth Concepts
Massachusetts
$249K -$52.3K -802 -17%
IWM
329
IHT Wealth Management
Illinois
$248K +$5.87K +90 +2%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$248K +$156K +2,388 +169%
NL
331
NWAM LLC
Washington
$246K -$59.3K -986 -19%
GA
332
Goldstein Advisors
Wisconsin
$244K – – –
DAM
333
Derbend Asset Management
Georgia
$244K +$58.7K +900 +32%
PP
334
Prudential plc
United Kingdom
$235K -$420K -6,452 -64%
SP
335
Systematic Portfolios
New York
$230K +$230K +3,524 New
HI
336
Handelsinvest Investeringsforvaltning
Denmark
$228K -$118K -1,816 -34%
BFM
337
Boothbay Fund Management
New York
$228K +$228K +3,492 New
RG
338
Rathbones Group
United Kingdom
$228K – – –
SW
339
SkyOak Wealth
Michigan
$226K -$136K -2,083 -38%
AGA
340
Accuvest Global Advisors
Utah
$222K – – –
AIMCA
341
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$222K – – –
Bank of Nova Scotia
342
Bank of Nova Scotia
Ontario, Canada
$221K +$49.9K +765 +29%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$221K – – –
BMSSC
344
B. Metzler seel. Sohn & Co
Germany
$221K – – –
NFSG
345
Newbridge Financial Services Group
Florida
$219K -$362K -5,551 -62%
KOCAA
346
Knights of Columbus Asset Advisors
Connecticut
$218K – – –
OTL
347
Oak Thistle LLC
New York
$214K -$43.4K -666 -17%
SWP
348
Stratos Wealth Partners
Ohio
$212K -$18K -276 -8%
PCIA
349
Prime Capital Investment Advisors
Kansas
$208K -$119K -1,821 -36%
CIA
350
Concurrent Investment Advisors
Florida
$207K -$84.4K -1,295 -29%
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