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 %
USCWA
376
U.S. Capital Wealth Advisors
Texas
$7.12K +$7.12K +175 New
SCA
377
Stonebridge Capital Advisors
Minnesota
$6.92K -$163 -4 -2%
RA
378
Rise Advisors
New York
$6.84K
DCM
379
Dupont Capital Management
Delaware
$6.76K -$1.26K -31 -16%
BIA
380
Bell Investment Advisors
California
$6.68K +$936 +23 +16%
TIM
381
Tortoise Investment Management
New York
$6.51K
AWM
382
Accurate Wealth Management
Florida
$6.41K +$6.41K +136 New
BAAM
383
Baker Avenue Asset Management
California
$6.06K +$6.06K +149 New
HFS
384
Hantz Financial Services
Michigan
$6K
JMF
385
Johnson Midwest Financial
Iowa
$6K
AA
386
Ancora Advisors
Ohio
$6K +$1.8K +45 +43%
BTI
387
Blue Trust Inc
Georgia
$6K +$4.17K +73 +228%
GRP
388
Global Retirement Partners
California
$5.86K +$4.31K +106 +279%
Dimensional Fund Advisors
389
Dimensional Fund Advisors
Texas
$5.55K +$325 +7,985 +6%
TCA
390
Trifecta Capital Advisors
Illinois
$5.29K +$5.29K +130 New
TFGT
391
TS Financial Group (TSFG)
Illinois
$5K -$1.08K -27 -18%
SWM
392
Spire Wealth Management
Virginia
$5K +$373 +10 +8%
PFBT
393
Parkside Financial Bank & Trust
Missouri
$4.8K -$1.06K -26 -18%
HPC
394
HM Payson & Co
Maine
$4.8K
BWM
395
BerganKDV Wealth Management
Minnesota
$4.6K +$529 +13 +13%
ACM
396
Antonetti Capital Management
Florida
$4.48K
MWM
397
MinichMacGregor Wealth Management
New York
$4.44K +$4.44K +109 New
EE
398
EWG Elevate
California
$4.36K +$4.36K +107 New
WAM
399
WFA Asset Management
Wisconsin
$4.27K
SBL
400
Sargent Bickham Lagudis
Colorado
$4.19K