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Roku
ROKU

Overview Fund Activity

550 hedge funds and large institutions have $5.45B invested in Roku in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 183 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-43
Holders Change %
-7.25%
% of All Funds
9.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
185
Reduced
183
Closed
101
Calls
$758M
Puts
$1.07B
Net Calls
-$315M
Net Calls Change
-$274M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$109M
2
AIM
ARK Investment Management
Florida
$672M
3
NAMA
Nikko Asset Management Americas
New York
$401M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$103M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$418M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$403M
3
Allianz Asset Management
Allianz Asset Management
Germany
$777K
4
Marshall Wace
Marshall Wace
United Kingdom
$16.3M
5
CMG
Cavalry Management Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
426
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
SWM
427
Selective Wealth Management
Virginia
$11K – – –
PTC
428
Private Trust Company
Ohio
$10K – – –
HFM
429
Hartford Financial Management
Connecticut
$10K – – –
SCA
430
Stonebridge Capital Advisors
Minnesota
$10K +$230 +4 +2%
LC
431
Lindbrook Capital
California
$10K +$2.63K +46 +36%
MCA
432
Maryland Capital Advisors
Maryland
$10K +$10K +170 New
MCC
433
Money Concepts Capital
Florida
$9K -$643 -12 -7%
HFS
434
Hantz Financial Services
Michigan
$9K – – –
TIM
435
Tortoise Investment Management
New York
$9K – – –
TFGT
436
TS Financial Group (TSFG)
Illinois
$9K – – –
RA
437
Rise Advisors
New York
$9K – – –
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$9K +$8.14K +142 +947%
Nisa Investment Advisors
439
Nisa Investment Advisors
Missouri
$8K -$600K -11,990 -99%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$8K -$778 -14 -9%
KFI
441
Key Financial Inc
Pennsylvania
$8K – – –
QC
442
Quent Capital
New York
$8K +$652 +11 +9%
BIA
443
Bell Investment Advisors
California
$8K +$5.16K +91 +182%
CWA
444
Core Wealth Advisors
Florida
$8K +$8K +138 New
CA
445
Clearstead Advisors
Ohio
$7K -$16.6K -278 -70%
SWM
446
Spire Wealth Management
Virginia
$7K -$7.9K -140 -53%
Bank Julius Baer & Co
447
Bank Julius Baer & Co
Switzerland
$7K -$109 -2 -2%
PCFFS
448
Pacific Center for Financial Services
California
$7K – – –
Credit Agricole
449
Credit Agricole
France
$7K – – –
HPC
450
HM Payson & Co
Maine
$7K +$59 +1 +0.9%
16 17
18
19 20