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519 hedge funds and large institutions have $6.34B invested in Roku in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.78% less ownership

Funds ownership: 81.14%80.36% (-0.78%)

4% less capital invested

Capital invested by funds: $6.59B → $6.34B (-$244M)

6% less call options, than puts

Call options by funds: $773M | Put options by funds: $822M

3% less funds holding

Funds holding: 536519 (-17)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

19% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 75

Holders
519
Holders Change
-17
Holders Change %
-3.17%
% of All Funds
8.15%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
158
Reduced
187
Closed
75
Calls
$773M
Puts
$822M
Net Calls
-$48.9M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Anchor Investment Management
South Carolina
$6.4K
AF
427
Arrow Financial
New York
$6.4K
AWM
428
Avior Wealth Management
Nebraska
$6.4K
KHC
429
Koesten Hirschmann & Crabtree
Kansas
$6.4K
LWP
430
Lumature Wealth Partners
Georgia
$6.4K
WOC
431
West Oak Capital
California
$6.4K
WWP
432
WR Wealth Planners
Missouri
$6.4K
DJSG
433
D.J. St. Germain
Massachusetts
$6.4K +$6.07K +100 New
TAM
434
Tucker Asset Management
Colorado
$6.4K +$6.07K +100 New
LS
435
Livforsakringsbolaget Skandia
Sweden
$6.39K
VCM
436
Versant Capital Management
Arizona
$6.14K +$3.65K +60 +167%
GWSG
437
GPS Wealth Strategies Group
Colorado
$6.08K +$5.16K +85 +850%
HFM
438
Harvest Fund Management
China
$6K -$11.7K -193 -66%
HNB
439
Huntington National Bank
Ohio
$5.88K -$790 -13 -12%
HWP
440
Highline Wealth Partners
California
$5.88K
EBA
441
Eagle Bay Advisors
New York
$4.48K
FFA
442
Farther Finance Advisors
California
$4.48K +$2.31K +38 +119%
CWP
443
Concord Wealth Partners
Virginia
$4.35K -$972 -16 -19%
ODG
444
O'Dell Group
Ohio
$4.16K +$3.95K +65 New
NC
445
NewSquare Capital
Pennsylvania
$4.16K +$3.95K +65 New
PWMG
446
Prestige Wealth Management Group
New Jersey
$4.03K +$1.22K +20 +47%
CAL
447
Capital Advisors Ltd
Ohio
$4K +$3.89K +64 +1,600%
GFPC
448
Global Financial Private Client
Florida
$3.46K
CFO
449
CVA Family Office
Colorado
$3.39K -$182 -3 -5%
HCM
450
Hollencrest Capital Management
California
$3.2K -$8.5K -140 -74%

ROKU Hedge Fund Activity: Q2 2023 in Review

519 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q2 2023, worth a combined $6.34B — down 3.7% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ROKU and 61 opened new positions — a net loss of 14 holders — while 187 trimmed existing stakes and 158 added.

The largest buyer was Contrarius Investment Management, opening a new position worth an estimated $60.4M. The largest seller was Marshall Wace, cutting an estimated $94.4M.

  • 519 institutional investors held Roku (ROKU) as of Q2 2023, down from 536 in Q1 2023.
  • Funds reported $6.34B of Roku stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 61 funds opened new Roku positions in Q2 2023 and 75 closed out, a net change of -14 holders.
  • The largest Roku buyer in Q2 2023 was Contrarius Investment Management, an estimated $60.4M added.
  • The largest Roku seller in Q2 2023 was Marshall Wace, an estimated $94.4M sold.

Based on aggregated 13F filings for Q2 2023.