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Roku
ROKU

Overview Fund Activity

548 hedge funds and large institutions have $7.98B invested in Roku in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 166 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+16
Holders Change %
+3.01%
% of All Funds
7.3%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
100
Increased
170
Reduced
166
Closed
76
Calls
$917M
Puts
$974M
Net Calls
-$56.8M
Net Calls Change
-$45.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
2
Marshall Wace
Marshall Wace
United Kingdom
$174M
3
CCM
Cadian Capital Management
New York
$87.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$96.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$90M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.7M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
Millennium Management
Millennium Management
New York
$11.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$416M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
426
Sandy Spring Bank
Maryland
$17.5K – – –
TSMHT
427
Thurston Springer Miller Herd & Titak
Indiana
$17.3K – – –
GM
428
GeoWealth Management
Illinois
$15.5K +$15.5K +209 New
NA
429
Nordwand Advisors
Pennsylvania
$14.9K – – –
HNB
430
Hilltop National Bank
Wyoming
$14.9K – – –
NB
431
NBT Bank
New York
$14.9K – – –
MSFP
432
Mark Sheptoff Financial Planning
Connecticut
$14.9K – – –
CBT
433
Crews Bank & Trust
Florida
$14.9K +$14.9K +200 New
GSWM
434
Golden State Wealth Management
California
$14.6K +$14.6K +197 New
CWM
435
CarsonAllaria Wealth Management
Illinois
$12.5K -$6.62K -89 -35%
TFGT
436
TS Financial Group (TSFG)
Illinois
$12K – – –
BTI
437
Blue Trust Inc
Georgia
$12K -$619K -8,333 -98%
EB
438
Eastern Bank
Massachusetts
$11.9K – – –
CAS
439
Coppell Advisory Solutions
Texas
$11.7K -$23.8K -318 -67%
PS
440
Principal Securities
Iowa
$11.6K +$520 +7 +5%
SIC
441
SJS Investment Consulting
Ohio
$11.4K -$297 -4 -3%
OLVIG
442
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K – – –
NECFA
443
New England Capital Financial Advisors
Connecticut
$11.2K – – –
CTA
444
Colonial Trust Advisors
South Carolina
$10.4K -$11.4K -154 -52%
BWL
445
Bogart Wealth LLC
Virginia
$10.3K – – –
TWC
446
TD Waterhouse Canada
Ontario, Canada
$9.96K -$10.8K -146 -52%
PCFFS
447
Pacific Center for Financial Services
California
$9.67K – – –
Bank Julius Baer & Co
448
Bank Julius Baer & Co
Switzerland
$9.63K +$659 +8 +7%
BBHC
449
Brown Brothers Harriman & Co
New York
$9.37K +$9.37K +126 New
MAM
450
Meeder Asset Management
Ohio
$9.29K -$446 -6 -5%
16 17
18
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