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Roku
ROKU

Overview Fund Activity

486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+71
Holders Change %
+17.11%
% of All Funds
9.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
147
Increased
167
Reduced
118
Closed
69
Calls
$1.44B
Puts
$1.93B
Net Calls
-$494M
Net Calls Change
-$248M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$374M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$147M
3
BlackRock
BlackRock
New York
+$68.3M
4
AIM
ARK Investment Management
Florida
+$60M
5
Deutsche Bank
Deutsche Bank
Germany
+$56.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$147M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$123M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$81.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$71.1M
5
Wells Fargo
Wells Fargo
California
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
351
QS Investors
New York
$192K +$192K +1,400 New
SC
352
Solstein Capital
California
$188K +$188K +1,404 New
AF
353
Advisornet Financial
Minnesota
$172K -$5.35K -40 -3%
SW
354
SteelPeak Wealth
California
$163K +$163K +1,221 New
PHK
355
Point72 Hong Kong
Hong Kong
$157K +$136K +1,011 +636%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$153K -$13.4K -100 -8%
BAM
357
Belpointe Asset Management
Nevada
$150K -$521K -3,890 -78%
SFS
358
Sowell Financial Services
Arkansas
$149K -$28K -209 -16%
WEC
359
Winslow Evans & Crocker
Massachusetts
$148K +$26.9K +200 +22%
HFM
360
Hartford Financial Management
Connecticut
$147K +$33.6K +250 +30%
ACM
361
Anfield Capital Management
California
$147K +$147K +1,118 New
HWA
362
Heritage Wealth Advisors
Virginia
$145K +$670 +5 +0.5%
MS
363
Mizuho Securities
Japan
$134K +$134K +1,000 New
ST
364
Sageworth Trust
Pennsylvania
$122K -$12.4K -92 -9%
LS
365
Livforsakringsbolaget Skandia
Sweden
$121K – – –
LIA
366
LS Investment Advisors
Michigan
$112K – – –
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K +$53.6K +400 +103%
HIIFS
368
Harel Insurance Investments & Financial Services
Israel
$101K +$101K +755 New
GWM
369
Geneos Wealth Management
Colorado
$96K -$25.4K -183 -21%
SIC
370
Salem Investment Counselors
North Carolina
$94K – – –
NFG
371
Next Financial Group
Texas
$92K -$126K -938 -58%
FHA
372
First Horizon Advisors
Tennessee
$86K -$16.7K -125 -16%
WAP
373
Wealthcare Advisory Partners
Pennsylvania
$78K – – –
CWP
374
CFM Wealth Partners
Texas
$70K +$70K +531 New
AWA
375
Arkadios Wealth Advisors
Georgia
$67.4K +$67.4K +485 New
13 14
15
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