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Roku
ROKU

Overview Fund Activity

486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+71
Holders Change %
+17.11%
% of All Funds
9.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
147
Increased
167
Reduced
118
Closed
69
Calls
$1.44B
Puts
$1.93B
Net Calls
-$494M
Net Calls Change
-$248M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
3
BlackRock
BlackRock
New York
$693M
4
AIM
ARK Investment Management
Florida
$98.8M
5
Deutsche Bank
Deutsche Bank
Germany
$71M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$600M
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.17M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
426
Sugarloaf Wealth Management
Georgia
$13K +$13K +100 New
JCM
427
Jacobi Capital Management
Pennsylvania
$13K +$13K +100 New
TCWM
428
Total Clarity Wealth Management
Illinois
$13K +$13K +100 New
APWM
429
Atlas Private Wealth Management
New York
$13K +$13K +100 New
GI
430
Gradient Investments
Minnesota
$13K +$13K +100 New
OAMG
431
Odey Asset Management Group
United Kingdom
$13K +$13K +100 New
FPB
432
First PREMIER Bank
South Dakota
$13K +$13K +100 New
GI
433
GS Investments
Minnesota
$11.7K +$6.61K +155 +129%
PA
434
Parallel Advisors
California
$11K +$1.96K +15 +22%
EWM
435
EPG Wealth Management
Georgia
$10K +$10K +75 New
PCM
436
Penserra Capital Management
California
$10K +$10K +84 New
OIA
437
Optimum Investment Advisors
Illinois
$9K -$18.3K -134 -67%
BCA
438
Berman Capital Advisors
Georgia
$9K -$2.31K -18 -20%
PCFFS
439
Pacific Center for Financial Services
California
$9K – – –
WAS
440
Winch Advisory Services
Wisconsin
$9K +$2.28K +17 +34%
AF
441
Allworth Financial
California
$8K – – –
CAC
442
Certified Advisory Corp
Florida
$8K +$2.62K +20 +49%
GRP
443
Global Retirement Partners
California
$7K -$2.8K -20 -29%
1IA
444
1834 Investment Advisors
Wisconsin
$7K – – –
BWM
445
BerganKDV Wealth Management
Minnesota
$7K – – –
NSIM
446
North Star Investment Management
Illinois
$7K +$4.2K +30 +150%
ETC
447
Exchange Traded Concepts
Oklahoma
$7K +$7K +49 New
HIA
448
Harbor Investment Advisory
Maryland
$7K +$7K +50 New
GWMIA
449
Global Wealth Management Investment Advisory
Florida
$7K +$7K +50 New
PCG
450
Private Capital Group
Connecticut
$6K -$60.6K -505 -91%
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