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Roku
ROKU

Overview Fund Activity

593 hedge funds and large institutions have $7.71B invested in Roku in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 177 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
-53
Holders Change %
-8.2%
% of All Funds
10.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
86
Increased
225
Reduced
177
Closed
129
Calls
$1.16B
Puts
$1.2B
Net Calls
-$41.1M
Net Calls Change
+$367M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$178M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$112M
3
NAMA
Nikko Asset Management Americas
New York
+$110M
4
DAM
Dorsey Asset Management
Illinois
+$61.1M
5
SCM
Spyglass Capital Management
California
+$57.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.5M
2
Franklin Resources
Franklin Resources
California
-$93.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$68.7M
5
Artisan Partners
Artisan Partners
Wisconsin
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
401
Baldwin Wealth Partners
Massachusetts
$90K – – –
HWA
402
Heritage Wealth Advisors
Virginia
$89K – – –
ECM
403
EMC Capital Management
Texas
$87K – – –
MHR
404
Matthew Hamilton Rosenberg
$84K – – –
PA
405
Parallel Advisors
California
$83K +$4.84K +59 +6%
APP
406
Alpha Paradigm Partners
Illinois
$81K +$39.3K +477 +94%
HIIFS
407
Harel Insurance Investments & Financial Services
Israel
$70K -$12.9K -155 -16%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$69K +$16.8K +203 +32%
PB
409
Pinnacle Bancorp
Nebraska
$66K +$29.7K +364 +82%
OIA
410
Optimum Investment Advisors
Illinois
$65K – – –
CA
411
CoreCap Advisors
Michigan
$64K +$64K +781 New
ECM
412
Estabrook Capital Management
New York
$61.6K – – –
QCG
413
Quadrant Capital Group
Ohio
$61K +$9.27K +112 +18%
BLC
414
Brown, Lisle/Cummings
Rhode Island
$59.6K – – –
BCMLT
415
Beacon Capital Management LLC (Tennessee)
Tennessee
$59K – – –
LS
416
Livforsakringsbolaget Skandia
Sweden
$57K -$57K -700 -50%
HI
417
Hudock Inc
Pennsylvania
$57K – – –
Lazard Asset Management
418
Lazard Asset Management
New York
$50K -$1.54M -19,115 -97%
GITFIT
419
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$49.3K – – –
CCM
420
Covington Capital Management
California
$48K +$39.2K +475 +448%
GRP
421
Global Retirement Partners
California
$47K +$2.07K +25 +5%
TC
422
Truvestments Capital
Florida
$47K +$47K +577 New
PCM
423
Penserra Capital Management
California
$45K – – –
BWL
424
Bogart Wealth LLC
Virginia
$45K – – –
ETC
425
Exchange Traded Concepts
Oklahoma
$45K +$43K +521 +2,171%
15 16
17
18 19