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Roku
ROKU

Overview Fund Activity

535 hedge funds and large institutions have $6.87B invested in Roku in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+20
Holders Change %
+3.88%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
97
Increased
185
Reduced
147
Closed
71
Calls
$882M
Puts
$899M
Net Calls
-$17.5M
Net Calls Change
+$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$666M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$99.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$55.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$180M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$44.3M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$737M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$74.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$84.3M
4
CIM
4
Contrarius Investment Management
Jersey
$1.59M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
401
PSI Advisors
Florida
$28.2K – – –
BLC
402
Brown, Lisle/Cummings
Rhode Island
$26.5K -$19.4K -275 -42%
BBHC
403
Brown Brothers Harriman & Co
New York
$26.5K – – –
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$25.1K -$635 -9 -2%
PFBT
405
Parkside Financial Bank & Trust
Missouri
$23.5K +$10.7K +152 +84%
TSWM
406
Tyler-Stone Wealth Management
Ohio
$23K – – –
LFG
407
Larson Financial Group
Missouri
$22.4K – – –
AAG
408
Armstrong Advisory Group
Massachusetts
$22K +$22K +311 New
GEA
409
Glen Eagle Advisors
New Jersey
$21.2K – – –
CA
410
Clearstead Advisors
Ohio
$21K +$10.5K +149 +100%
CWM
411
CarsonAllaria Wealth Management
Illinois
$20.2K +$2.33K +33 +13%
QCG
412
Quadrant Capital Group
Ohio
$19.7K +$988 +14 +5%
RTC
413
Riverview Trust Company
Washington
$18.7K – – –
LC
414
Lindbrook Capital
California
$18.6K -$45.9K -650 -71%
TWM
415
Tradition Wealth Management
Minnesota
$18K -$996 -14 -5%
EA
416
Emerald Advisers
Pennsylvania
$17.6K +$17.6K +250 New
EBA
417
Eagle Bay Advisors
New York
$17.3K +$12.4K +175 +250%
SSB
418
Sandy Spring Bank
Maryland
$16.6K – – –
CSWM
419
Cassady Schiller Wealth Management
Ohio
$16.6K – – –
OC
420
Oakworth Capital
Alabama
$15.9K – – –
TFGT
421
TS Financial Group (TSFG)
Illinois
$15K – – –
MSFP
422
Mark Sheptoff Financial Planning
Connecticut
$14.1K – – –
RFG
423
RFP Financial Group
Georgia
$14.1K – – –
NA
424
Nordwand Advisors
Pennsylvania
$14.1K – – –
Lazard Asset Management
425
Lazard Asset Management
New York
$14K +$13.2K +188 +1,567%
15 16
17
18 19