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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$114M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$95M
5
NAMA
Nikko Asset Management Americas
New York
+$94.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$114M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
Manchester Capital Management
Vermont
$43.1K – – –
BEI
402
Benjamin Edwards Inc
Missouri
$40K +$12.1K +187 +43%
IGWM
403
ICA Group Wealth Management
Colorado
$38.1K -$3.26K -50 -8%
Lazard Asset Management
404
Lazard Asset Management
New York
$38K -$10.8K -170 -22%
OIA
405
Optimum Investment Advisors
Illinois
$37.5K – – –
Jones Financial Companies
406
Jones Financial Companies
Missouri
$35.2K +$26.3K +403 +294%
SS
407
Sunbelt Securities
Texas
$32.8K -$6.52K -100 -17%
EC
408
EntryPoint Capital
New York
$32.3K -$76.8K -1,178 -70%
CA
409
Continuum Advisory
Idaho
$30.5K +$30.5K +506 New
GI
410
GS Investments
Minnesota
$28.7K – – –
AAG
411
Armstrong Advisory Group
Massachusetts
$28.5K – – –
FFA
412
Farther Finance Advisors
California
$27.5K +$4.37K +68 +19%
SIC
413
Salem Investment Counselors
North Carolina
$27.4K -$3.58K -55 -12%
CA
414
CoreCap Advisors
Michigan
$27.4K +$27.4K +421 New
RCM
415
Raleigh Capital Management
North Carolina
$27K +$26.7K +410 +8,200%
PA
416
PSI Advisors
Florida
$26.1K – – –
GAAM
417
Guinness Atkinson Asset Management
California
$25.4K -$1.17K -18 -4%
AF
418
Allworth Financial
California
$25K -$196 -3 -0.8%
BBHC
419
Brown Brothers Harriman & Co
New York
$24.4K – – –
LFG
420
Larson Financial Group
Missouri
$20.8K -$5.02K -77 -19%
OP
421
ORG Partners
Indiana
$20.3K +$20K +311 +5,183%
QCG
422
Quadrant Capital Group
Ohio
$20.3K +$3.06K +47 +18%
CTA
423
Colonial Trust Advisors
South Carolina
$19.2K +$19.2K +294 New
RS
424
Rakuten Securities
Japan
$18.7K -$34.8K -534 -65%
JSAM
425
J. Safra Asset Management
New York
$18.5K +$18.5K +284 New
15 16
17
18 19