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Roku
ROKU

Overview Fund Activity

535 hedge funds and large institutions have $6.87B invested in Roku in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+20
Holders Change %
+3.88%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
97
Increased
185
Reduced
147
Closed
71
Calls
$882M
Puts
$899M
Net Calls
-$17.5M
Net Calls Change
+$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$666M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$99.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$55.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$180M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$44.3M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$737M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$74.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$84.3M
4
CIM
4
Contrarius Investment Management
Jersey
$1.59M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
426
Hantz Financial Services
Michigan
$13K – – –
CTA
427
Colonial Trust Advisors
South Carolina
$12.7K +$4.24K +60 +50%
OLVIG
428
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K -$12.7K -180 -50%
GRP
429
Global Retirement Partners
California
$11.8K +$1.68K +24 +17%
QL
430
Quarry LP
New York
$11.7K -$16.2K -229 -58%
TC
431
Truvestments Capital
Florida
$11.6K – – –
GWM
432
Geneos Wealth Management
Colorado
$11.3K -$134K -1,895 -92%
TIM
433
Tortoise Investment Management
New York
$11.3K – – –
GBT
434
Grove Bank & Trust
Florida
$11.1K +$7.55K +107 +214%
JWM
435
Janiczek Wealth Management
Colorado
$11K – – –
AW
436
Avion Wealth
Texas
$11K +$423 +6 +4%
NECFA
437
New England Capital Financial Advisors
Connecticut
$10.6K – – –
JMF
438
Johnson Midwest Financial
Iowa
$10.6K – – –
SCA
439
Stonebridge Capital Advisors
Minnesota
$9.88K – – –
BWL
440
Bogart Wealth LLC
Virginia
$9.74K – – –
RA
441
Rise Advisors
New York
$9.46K -$2.19K -31 -19%
PCFFS
442
Pacific Center for Financial Services
California
$9.18K – – –
TCA
443
Trifecta Capital Advisors
Illinois
$9.18K – – –
Bank Julius Baer & Co
444
Bank Julius Baer & Co
Switzerland
$9K +$273 +4 +3%
CSC
445
Caldwell Sutter Capital
California
$8.47K – – –
HPC
446
HM Payson & Co
Maine
$8.47K +$141 +2 +2%
HNB
447
Huntington National Bank
Ohio
$8.12K +$1.62K +23 +25%
GIA
448
GHP Investment Advisors
Colorado
$8.06K +$925 +14 +13%
C
449
Covestor
United Kingdom
$8K – – –
CFB
450
Cullen/Frost Bankers
Texas
$7.91K -$10.2K -145 -56%
16 17
18
19 20