ROKU icon

Roku
ROKU

Overview Fund Activity

500 hedge funds and large institutions have $6.29B invested in Roku in 2020 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
124
Increased
179
Reduced
135
Closed
105
Calls
$900M
Puts
$1.09B
Net Calls
-$188M
Net Calls Change
+$307M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$167M
2
AIM
ARK Investment Management
Florida
$148M
3
Goldman Sachs
Goldman Sachs
New York
$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$80.7M
5
American Century Companies
American Century Companies
Missouri
$113M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$163M
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.29M
4
Ameriprise
Ameriprise
Minnesota
$29.9M
5
GGHC
Gilder Gagnon Howe & Co
New York
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
401
Sandy Spring Bank
Maryland
$17K – – –
BWM
402
Baystate Wealth Management
Massachusetts
$17K – – –
MSFP
403
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
HS
404
Horan Securities
United States
$17K +$17K +189 New
JPLA
405
Joseph P. Lucia & Associates
New York
$15K – – –
TF
406
TimeScale Financial
Massachusetts
$15K – – –
AWM
407
Atticus Wealth Management
Florida
$15K +$14.1K +160 +1,600%
Canada Pension Plan Investment Board
408
Canada Pension Plan Investment Board
Ontario, Canada
$12K +$2.03K +24 +20%
HNB
409
Huntington National Bank
Ohio
$12K +$10.6K +124 +729%
SWM
410
Sugarloaf Wealth Management
Georgia
$11K +$2.2K +25 +25%
EWM
411
EPG Wealth Management
Georgia
$11K +$4.4K +50 +67%
S
412
SignatureFD
Georgia
$11K +$10.3K +119 +1,488%
GEA
413
Glen Eagle Advisors
New Jersey
$10.5K -$6.12K -70 -37%
CFD
414
Creative Financial Designs
Indiana
$10K -$26.1K -300 -72%
QCG
415
Quadrant Capital Group
Ohio
$10K -$7.37K -87 -42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
416
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$7.89K -86 -44%
PMFA
417
Plante Moran Financial Advisors
Michigan
$10K -$6.3K -75 -39%
TWA
418
TCI Wealth Advisors
Arizona
$10K -$2K -22 -17%
RWG
419
Regal Wealth Group
California
$10K – – –
ICM
420
Islay Capital Management
Texas
$10K – – –
AA
421
Ancora Advisors
Ohio
$10K – – –
JCM
422
Jacobi Capital Management
Pennsylvania
$10K +$991 +11 +11%
GRP
423
Global Retirement Partners
California
$10K +$5.65K +65 +130%
FCA
424
FinTrust Capital Advisors
South Carolina
$9K -$18K -200 -67%
FPB
425
First PREMIER Bank
South Dakota
$9K – – –
15 16
17
18 19