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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$114M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$95M
5
NAMA
Nikko Asset Management Americas
New York
+$94.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$114M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
376
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K +$15.2K +233 +18%
SOW
377
State of Wyoming
Wyoming
$101K +$44.8K +687 +80%
SSG
378
Summit Securities Group
New York
$98K +$98K +1,500 New
CLOS
379
Compagnie Lombard Odier SCmA
Switzerland
$97.8K – – –
Bessemer Group
380
Bessemer Group
New Jersey
$96K – – –
QC
381
Quent Capital
New York
$91.8K +$261 +4 +0.3%
OAM
382
Ostrum Asset Management
France
$84.9K – – –
Federated Hermes
383
Federated Hermes
Pennsylvania
$83.3K -$3.19K -49 -4%
PA
384
Parallel Advisors
California
$83.2K -$27.1K -416 -25%
MWA
385
Moser Wealth Advisors
Washington
$81.4K – – –
SWM
386
Spire Wealth Management
Virginia
$79.8K +$34.9K +536 +78%
GRP
387
Global Retirement Partners
California
$78.7K +$34.1K +523 +76%
AIG
388
American International Group
New York
$75.6K +$847 +13 +1%
National Bank of Canada
389
National Bank of Canada
Quebec, Canada
$72.4K -$3.64M -62,846 -98%
HWA
390
Heritage Wealth Advisors
Virginia
$69.5K -$2.35K -36 -3%
A
391
Allianz
Germany
$68.6K +$68.6K +1,053 New
TFM
392
TFC Financial Management
Massachusetts
$65.5K – – –
SAM
393
Shell Asset Management
Netherlands
$63K -$119K -1,992 -65%
BFEC
394
Benjamin F. Edwards & Company
Missouri
$61K +$61K +941 New
MA
395
Montag & Associates
Georgia
$58.8K -$618K -9,480 -91%
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$58.1K +$782 +12 +1%
N
397
Natixis
France
$52.9K +$52.9K +812 New
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$51.9K +$51.9K +808 New
QL
399
Quarry LP
New York
$48.1K +$19.9K +306 +71%
GWM
400
Geneos Wealth Management
Colorado
$44.5K +$39.8K +610 +836%
14 15
16
17 18