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Roku
ROKU

Overview Fund Activity

500 hedge funds and large institutions have $6.29B invested in Roku in 2020 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
124
Increased
179
Reduced
135
Closed
105
Calls
$900M
Puts
$1.09B
Net Calls
-$188M
Net Calls Change
+$307M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$167M
2
AIM
ARK Investment Management
Florida
$148M
3
Goldman Sachs
Goldman Sachs
New York
$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$80.7M
5
American Century Companies
American Century Companies
Missouri
$113M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$163M
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.29M
4
Ameriprise
Ameriprise
Minnesota
$29.9M
5
GGHC
Gilder Gagnon Howe & Co
New York
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
426
Atlas Private Wealth Management
New York
$9K – – –
HPC
427
HM Payson & Co
Maine
$9K – – –
AF
428
Arrow Financial
New York
$9K – – –
AF
429
Allworth Financial
California
$9K +$4.17K +50 +86%
OFG
430
OmniStar Financial Group
North Carolina
$9K +$9K +100 New
First Manhattan
431
First Manhattan
New York
$8K – – –
CFA
432
Carroll Financial Associates
North Carolina
$8K +$4K +50 +100%
AWM
433
Avior Wealth Management
Nebraska
$8K +$8K +100 New
TC
434
Truvestments Capital
Florida
$8K +$8K +100 New
CAC
435
Certified Advisory Corp
Florida
$7K +$1.92K +23 +38%
GWMIA
436
Global Wealth Management Investment Advisory
Florida
$7K +$2.63K +30 +60%
AIC
437
Archer Investment Corporation
Indiana
$7K +$4.49K +52 +179%
WAS
438
Winch Advisory Services
Wisconsin
$6K – – –
PCFFS
439
Pacific Center for Financial Services
California
$6K – – –
KFI
440
Key Financial Inc
Pennsylvania
$6K +$6K +64 New
HMS
441
Hanseatic Management Services
New Mexico
$6K +$6K +72 New
AC
442
AlphaCore Capital
California
$5K +$5K +57 New
EWA
443
Evolution Wealth Advisors
Florida
$5K +$5K +60 New
MCM
444
Manchester Capital Management
Vermont
$5K +$5K +60 New
LWM
445
Lenox Wealth Management
Ohio
$5K +$4.92K +65 +6,500%
WQ
446
Wealth Quarterback
New Jersey
$4.81K +$2.19K +25 +83%
LIA
447
LS Investment Advisors
Michigan
$4K -$75.7K -795 -95%
1IA
448
1834 Investment Advisors
Wisconsin
$4K – – –
HIA
449
Harbor Investment Advisory
Maryland
$4K – – –
ADL
450
Asset Dedication LLC
California
$4K – – –
16 17
18
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