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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$114M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$95M
5
NAMA
Nikko Asset Management Americas
New York
+$94.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$114M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
426
EverSource Wealth Advisors
Alabama
$17.5K -$14.5K -251 -45%
LC
427
Lindbrook Capital
California
$17.5K -$7.1K -109 -29%
RTC
428
Riverview Trust Company
Washington
$17.3K +$17.3K +265 New
GI
429
GAMMA Investing
California
$17.1K -$2.87K -44 -14%
HGERS
430
Householder Group Estate & Retirement Specialist
Arizona
$16.9K +$10.4K +160 +160%
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$16K -$105K -1,629 -87%
PCMC
432
Planning Capital Management Corporation
Pennsylvania
$15.6K – – –
CSWM
433
Cassady Schiller Wealth Management
Ohio
$15.3K – – –
SSB
434
Sandy Spring Bank
Maryland
$15.3K – – –
PS
435
Principal Securities
Iowa
$15.3K +$5.15K +79 +51%
CWM
436
CarsonAllaria Wealth Management
Illinois
$15.1K -$2.22K -34 -13%
AW
437
Avion Wealth
Texas
$15K +$4.58K +66 +44%
MSFP
438
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
RFG
439
RFP Financial Group
Georgia
$13K – – –
NA
440
Nordwand Advisors
Pennsylvania
$13K – – –
HNB
441
Hilltop National Bank
Wyoming
$13K +$13K +200 New
VWM
442
Venturi Wealth Management
Texas
$11.6K +$10.1K +155 +674%
AWM
443
Avior Wealth Management
Nebraska
$11.6K +$5.08K +78 +78%
TFGT
444
TS Financial Group (TSFG)
Illinois
$11K -$786 -12 -7%
HFS
445
Hantz Financial Services
Michigan
$11K -$725 -11 -6%
OLVIG
446
Oliver Lagore Vanvalin Investment Group
Michigan
$10.6K -$978 -15 -8%
TSWM
447
Tyler-Stone Wealth Management
Ohio
$10.6K -$14K -215 -57%
CT
448
Cambridge Trust
Massachusetts
$10.4K +$10.4K +160 New
SIC
449
SJS Investment Consulting
Ohio
$10.3K – – –
JWM
450
Janiczek Wealth Management
Colorado
$10.2K – – –
16 17
18
19 20