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Roku
ROKU

Overview Fund Activity

550 hedge funds and large institutions have $5.45B invested in Roku in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 183 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-43
Holders Change %
-7.25%
% of All Funds
9.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
185
Reduced
183
Closed
101
Calls
$758M
Puts
$1.07B
Net Calls
-$315M
Net Calls Change
-$274M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$109M
2
AIM
ARK Investment Management
Florida
$672M
3
NAMA
Nikko Asset Management Americas
New York
$401M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$103M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$418M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$403M
3
Allianz Asset Management
Allianz Asset Management
Germany
$777K
4
Marshall Wace
Marshall Wace
United Kingdom
$16.3M
5
CMG
Cavalry Management Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
376
Benjamin F. Edwards & Company
Missouri
$47K – – –
Lazard Asset Management
377
Lazard Asset Management
New York
$46K +$11.7K +210 +34%
OIA
378
Optimum Investment Advisors
Illinois
$44K – – –
ECM
379
Estabrook Capital Management
New York
$42.3K – – –
WFA
380
Wipfli Financial Advisors
Wisconsin
$42K +$42K +744 New
BLC
381
Brown, Lisle/Cummings
Rhode Island
$40.9K – – –
Swedbank
382
Swedbank
Sweden
$39.5K +$39.5K +700 New
OLVIG
383
Oliver Lagore Vanvalin Investment Group
Michigan
$38K -$285K -5,095 -88%
UB
384
UMB Bank
Missouri
$34K +$6.09K +106 +22%
GITFIT
385
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$33.8K – – –
TC
386
Truvestments Capital
Florida
$33K +$890 +16 +3%
BCMLT
387
Beacon Capital Management LLC (Tennessee)
Tennessee
$32K -$7.1K -85 -18%
PCM
388
Penserra Capital Management
California
$32K +$787 +14 +3%
BEI
389
Benjamin Edwards Inc
Missouri
$32K +$3.83K +68 +14%
CCM
390
Covington Capital Management
California
$31K -$1.39K -25 -4%
BWL
391
Bogart Wealth LLC
Virginia
$31K – – –
HI
392
Hudock Inc
Pennsylvania
$30K -$9.19K -163 -23%
HWA
393
HHM Wealth Advisors
Tennessee
$29K – – –
CFB
394
Cullen/Frost Bankers
Texas
$25K -$4.44K -79 -15%
SIC
395
Salem Investment Counselors
North Carolina
$25K – – –
GI
396
Gradient Investments
Minnesota
$24K -$1.44K -25 -6%
GI
397
GS Investments
Minnesota
$24K – – –
HCP
398
Hexagon Capital Partners
Arkansas
$23K – – –
GAAM
399
Guinness Atkinson Asset Management
California
$23K – – –
BBHC
400
Brown Brothers Harriman & Co
New York
$23K +$1.65K +29 +8%
14 15
16
17 18