531 hedge funds and large institutions have $6.58B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+37
Holders Change %
+7.49%
% of All Funds
8.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
118
Increased
162
Reduced
150
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
401
CarsonAllaria Wealth Management
Illinois
$17.2K +$1.98K +30 +13%
TWA
402
TCI Wealth Advisors
Arizona
$17K -$11.7K -177 -41%
TWM
403
Tradition Wealth Management
Minnesota
$17K +$1.56K +24 +10%
GWS
404
Glassman Wealth Services
Virginia
$16.8K -$10.7K -163 -39%
SSB
405
Sandy Spring Bank
Maryland
$15.5K
CSWM
406
Cassady Schiller Wealth Management
Ohio
$15.5K
EI
407
Ellevest Inc
New York
$15.2K -$12.1K -184 -44%
OC
408
Oakworth Capital
Alabama
$14.8K
TFGT
409
TS Financial Group (TSFG)
Illinois
$14K +$5.86K +90 +72%
BWL
410
Bogart Wealth LLC
Virginia
$13.4K
BCM
411
Bourgeon Capital Management
Connecticut
$13.2K
MSFP
412
Mark Sheptoff Financial Planning
Connecticut
$13.2K
MMG
413
Monetary Management Group
Missouri
$13.2K +$13.2K +200 New
NA
414
Nordwand Advisors
Pennsylvania
$13.2K +$13.2K +200 New
HS
415
Horan Securities
United States
$12.7K -$1.32K -20 -9%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$12.5K +$4.74K +72 +61%
HCM
417
Hollencrest Capital Management
California
$12.5K
RA
418
Rise Advisors
New York
$11.1K
TC
419
Truvestments Capital
Florida
$10.9K -$9.28K -141 -46%
TIM
420
Tortoise Investment Management
New York
$10.5K
CA
421
Clearstead Advisors
Ohio
$10.5K -$4.08K -62 -28%
HFS
422
Hantz Financial Services
Michigan
$10K
NECFA
423
New England Capital Financial Advisors
Connecticut
$9.87K
JMF
424
Johnson Midwest Financial
Iowa
$9.87K
JWM
425
Janiczek Wealth Management
Colorado
$9.63K +$9.63K +156 New