494 hedge funds and large institutions have $3.99B invested in Roku in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 171 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-56
Holders Change %
-10.18%
% of All Funds
7.97%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
74
Increased
158
Reduced
171
Closed
115
Calls
$554M
Puts
$667M
Net Calls
-$113M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
351
Truvestments Capital
Florida
$12.5K -$11.7K -287 -48%
GI
352
GS Investments
Minnesota
$12.2K -$4.88K -120 -29%
GEA
353
Glen Eagle Advisors
New Jersey
$12.2K
ZIG
354
Zullo Investment Group
Pennsylvania
$12.2K
Lazard Asset Management
355
Lazard Asset Management
New York
$11K -$21.6K -549 -66%
RTC
356
Riverview Trust Company
Washington
$11K +$2.53K +61 +30%
QCG
357
Quadrant Capital Group
Ohio
$10.7K +$1.26K +31 +13%
TWM
358
Tradition Wealth Management
Minnesota
$10K -$840 -20 -8%
LC
359
Lindbrook Capital
California
$9.89K +$2.77K +68 +39%
RBC
360
Romano Brothers & Co
Illinois
$9.65K +$9.65K +237 New
SSB
361
Sandy Spring Bank
Maryland
$9.57K -$7.08K -174 -43%
CSWM
362
Cassady Schiller Wealth Management
Ohio
$9.57K +$9.57K +235 New
OC
363
Oakworth Capital
Alabama
$9.16K
CWM
364
CarsonAllaria Wealth Management
Illinois
$9K -$194 -5 -2%
CA
365
Clearstead Advisors
Ohio
$9K +$4.23K +104 +89%
HS
366
Horan Securities
United States
$8.68K
BWL
367
Bogart Wealth LLC
Virginia
$8.3K -$13.8K -339 -62%
BCM
368
Bourgeon Capital Management
Connecticut
$8.18K -$5.21K -128 -39%
MSFP
369
Mark Sheptoff Financial Planning
Connecticut
$8.14K
RFG
370
RFP Financial Group
Georgia
$8.14K +$8.14K +200 New
TCWA
371
Ten Capital Wealth Advisors
Washington
$8.14K +$8.14K +200 New
Nisa Investment Advisors
372
Nisa Investment Advisors
Missouri
$8K +$1.6K +40 +25%
NECFA
373
New England Capital Financial Advisors
Connecticut
$7.86K +$7.86K +150 New
KFI
374
Key Financial Inc
Pennsylvania
$7.84K
HCM
375
Hollencrest Capital Management
California
$7.73K +$7.73K +190 New