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519 hedge funds and large institutions have $6.34B invested in Roku in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.78% less ownership

Funds ownership: 81.14%80.36% (-0.78%)

4% less capital invested

Capital invested by funds: $6.59B → $6.34B (-$244M)

6% less call options, than puts

Call options by funds: $773M | Put options by funds: $822M

3% less funds holding

Funds holding: 536519 (-17)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

19% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 75

Holders
519
Holders Change
-17
Holders Change %
-3.17%
% of All Funds
8.15%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
158
Reduced
187
Closed
75
Calls
$773M
Puts
$822M
Net Calls
-$48.9M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$11K +$10.1K +166 +2,371%
RA
402
Rise Advisors
New York
$10.6K -$182 -3 -2%
TC
403
Truvestments Capital
Florida
$10.6K
TIM
404
Tortoise Investment Management
New York
$10.2K
JWM
405
Janiczek Wealth Management
Colorado
$9.98K
JMF
406
Johnson Midwest Financial
Iowa
$9.59K
NECFA
407
New England Capital Financial Advisors
Connecticut
$9.59K
CA
408
Clearstead Advisors
Ohio
$9.53K -$607 -10 -6%
GRP
409
Global Retirement Partners
California
$9.21K -$486 -8 -5%
ATC
410
Adirondack Trust Company
New York
$9.14K
AW
411
Avion Wealth
Texas
$9K
SCA
412
Stonebridge Capital Advisors
Minnesota
$8.95K
KFI
413
Key Financial Inc
Pennsylvania
$8.89K
BWL
414
Bogart Wealth LLC
Virginia
$8.83K -$4.01K -66 -32%
GIA
415
GHP Investment Advisors
Colorado
$8.56K
PCFFS
416
Pacific Center for Financial Services
California
$8.31K
TCA
417
Trifecta Capital Advisors
Illinois
$8.31K
Bank Julius Baer & Co
418
Bank Julius Baer & Co
Switzerland
$8K -$121 -2 -2%
CTA
419
Colonial Trust Advisors
South Carolina
$7.67K +$3.65K +60 +100%
CSC
420
Caldwell Sutter Capital
California
$7.67K +$7.29K +120 New
HPC
421
HM Payson & Co
Maine
$7.55K
BWM
422
BerganKDV Wealth Management
Minnesota
$7.23K
ACM
423
Antonetti Capital Management
Florida
$7.04K
C
424
Covestor
United Kingdom
$7K -$61 -1 -0.9%
BIA
425
Bell Investment Advisors
California
$6.84K -$486 -8 -7%

ROKU Hedge Fund Activity: Q2 2023 in Review

519 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q2 2023, worth a combined $6.34B — down 3.7% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ROKU and 61 opened new positions — a net loss of 14 holders — while 187 trimmed existing stakes and 158 added.

The largest buyer was Contrarius Investment Management, opening a new position worth an estimated $60.4M. The largest seller was Marshall Wace, cutting an estimated $94.4M.

  • 519 institutional investors held Roku (ROKU) as of Q2 2023, down from 536 in Q1 2023.
  • Funds reported $6.34B of Roku stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 61 funds opened new Roku positions in Q2 2023 and 75 closed out, a net change of -14 holders.
  • The largest Roku buyer in Q2 2023 was Contrarius Investment Management, an estimated $60.4M added.
  • The largest Roku seller in Q2 2023 was Marshall Wace, an estimated $94.4M sold.

Based on aggregated 13F filings for Q2 2023.