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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 %
LFG
376
Larson Financial Group
Missouri
$64K – – –
OAM
377
Oppenheimer Asset Management
New York
$62K -$8K -60 -11%
EW
378
Evoke Wealth
California
$60.3K – – –
CFD
379
Creative Financial Designs
Indiana
$57K +$29.5K +215 +108%
MWA
380
Moser Wealth Advisors
Washington
$54K +$54K +400 New
LWANC
381
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K – – –
PA
382
PSI Advisors
Florida
$49K +$49K +370 New
HWM
383
Howard Wealth Management
Connecticut
$48K +$48K +364 New
CLOS
384
Compagnie Lombard Odier SCmA
Switzerland
$47K +$47K +350 New
JWM
385
Janiczek Wealth Management
Colorado
$46K +$43.3K +327 +1,635%
CTC
386
Central Trust Company
Missouri
$40K – – –
MA
387
MCF Advisors
Kentucky
$40K – – –
CIA
388
CSat Investment Advisory
Michigan
$40K +$4.87K +36 +14%
FCA
389
FinTrust Capital Advisors
South Carolina
$40K +$40K +300 New
HFM
390
Harvest Fund Management
China
$36K -$32.8K -417 -48%
AIM
391
AIA Investment Management
Singapore
$36K +$36K +268 New
CFGS
392
Concourse Financial Group Securities
Alabama
$35K +$27K +202 +337%
PAM
393
Panagora Asset Management
Massachusetts
$34K -$103K -767 -75%
FA
394
Fortis Advisors
Pennsylvania
$34K – – –
Acadian Asset Management
395
Acadian Asset Management
Massachusetts
$32K +$32K +238 New
SSB
396
Sandy Spring Bank
Maryland
$27K – – –
MSFP
397
Mark Sheptoff Financial Planning
Connecticut
$27K – – –
QCG
398
Quadrant Capital Group
Ohio
$27K – – –
BWM
399
Baystate Wealth Management
Massachusetts
$27K +$27K +200 New
FWM
400
FSA Wealth Management
Massachusetts
$27K +$27K +200 New
14 15
16
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