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Roku
ROKU

Overview Fund Activity

500 hedge funds and large institutions have $6.29B invested in Roku in 2020 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
124
Increased
179
Reduced
135
Closed
105
Calls
$900M
Puts
$1.09B
Net Calls
-$188M
Net Calls Change
+$307M

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$167M
2
AIM
ARK Investment Management
Florida
$148M
3
Goldman Sachs
Goldman Sachs
New York
$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$80.7M
5
American Century Companies
American Century Companies
Missouri
$113M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$163M
3
AllianceBernstein
AllianceBernstein
Tennessee
$4.29M
4
Ameriprise
Ameriprise
Minnesota
$29.9M
5
GGHC
Gilder Gagnon Howe & Co
New York
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
451
BerganKDV Wealth Management
Minnesota
$4K – – –
EARNEST Partners
452
EARNEST Partners
Georgia
$4K – – –
OSNBOA
453
Old Second National Bank of Aurora
Illinois
$4K +$4K +45 New
IF
454
Ironwood Financial
Arizona
$4K +$4K +50 New
WCG
455
Weaver Consulting Group
California
$4K +$4K +50 New
AA
456
AlphaMark Advisors
Kentucky
$4K +$4K +50 New
AIC
457
Ameritas Investment Company
Nebraska
$4K +$4K +50 New
CA
458
Clearstead Advisors
Ohio
$4K +$4K +50 New
OAM
459
Oppenheimer Asset Management
New York
$3K -$31.9K -425 -91%
GI
460
Gradient Investments
Minnesota
$3K -$7K -70 -70%
PA
461
Parallel Advisors
California
$3K -$2.86K -41 -49%
BCA
462
Berman Capital Advisors
Georgia
$3K -$1.77K -26 -37%
NSIM
463
North Star Investment Management
Illinois
$3K -$2K -20 -40%
TC
464
Trust Company
Kansas
$3K – – –
OAJ
465
Ogorek Anthony Joseph
New York
$3K – – –
RFM
466
Royal Fund Management
Florida
$3K – – –
TCM
467
Tradewinds Capital Management
Washington
$3K +$1.5K +20 +100%
TPCW
468
TD Private Client Wealth
New York
$2.19K -$1.23K -14 -36%
BFC
469
Bedel Financial Consulting
Indiana
$2K – – –
SMFS
470
Squar Milner Financial Services
California
$2K – – –
EFSCE
471
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +18 New
JWA
472
JFS Wealth Advisors
Pennsylvania
$2K +$2K +18 New
MF
473
Manchester Financial
California
$2K +$2K +19 New
PCA
474
Providence Capital Advisors
North Carolina
$2K +$2K +25 New
ABC
475
Associated Banc-Corp
Wisconsin
$2K +$2K +25 New
17 18
19
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