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Roku
ROKU

Overview Fund Activity

486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+71
Holders Change %
+17.11%
% of All Funds
9.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
147
Increased
167
Reduced
118
Closed
69
Calls
$1.44B
Puts
$1.93B
Net Calls
-$494M
Net Calls Change
-$248M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
3
BlackRock
BlackRock
New York
$693M
4
AIM
ARK Investment Management
Florida
$98.8M
5
Deutsche Bank
Deutsche Bank
Germany
$71M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$600M
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.17M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$6K -$16.7K -125 -74%
EARNEST Partners
452
EARNEST Partners
Georgia
$6K +$6K +45 New
OPS
453
Orion Portfolio Solutions
Nebraska
$6K +$6K +46 New
ADL
454
Asset Dedication LLC
California
$6K +$6K +48 New
CFA
455
Carroll Financial Associates
North Carolina
$6K +$6K +50 New
TI
456
tru Independence
Oregon
$6K +$6K +110 New
TPCW
457
TD Private Client Wealth
New York
$5.22K +$5.22K +39 New
TC
458
Trust Company
Kansas
$5K – – –
RFM
459
Royal Fund Management
Florida
$5K – – –
BRC
460
Bell Rock Capital
Delaware
$5K +$5K +40 New
HF
461
Halpern Financial
Virginia
$4.82K +$4.82K +36 New
WQ
462
Wealth Quarterback
New Jersey
$4.02K +$4.02K +30 New
AIC
463
Archer Investment Corporation
Indiana
$4K -$19.3K -140 -83%
OAJ
464
Ogorek Anthony Joseph
New York
$4K +$4K +37 New
TCM
465
Tradewinds Capital Management
Washington
$3K – – –
AAP
466
Arax Advisory Partners
Colorado
$3K – – –
BFC
467
Bedel Financial Consulting
Indiana
$3K – – –
VCM
468
Versant Capital Management
Arizona
$3K +$250 +2 +9%
SIAS
469
Shine Investment Advisory Services
Colorado
$3K +$1.15K +10 +63%
BUB
470
BBVA USA Bancshares
Texas
$3K +$3K +21 New
SAM
471
S.A. Mason
Michigan
$3K +$3K +25 New
LFA
472
Lighthouse Financial Advisors
Maryland
$3K +$3K +26 New
SMFS
473
Squar Milner Financial Services
California
$3K +$3K +28 New
HNB
474
Huntington National Bank
Ohio
$2K – – –
WCM
475
Wealthcare Capital Management
Virginia
$2K +$2K +12 New
17 18
19
20 21