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Roku
ROKU

Overview Fund Activity

646 hedge funds and large institutions have $11.6B invested in Roku in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-141
Holders Change %
-17.92%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.19%
New
85
Increased
231
Reduced
231
Closed
217
Calls
$1.51B
Puts
$1.92B
Net Calls
-$408M
Net Calls Change
+$89.7M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$311M
2
AIM
ARK Investment Management
Florida
+$280M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$258M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
5
NAMA
Nikko Asset Management Americas
New York
+$91.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$209M
2
FAM
Fred Alger Management
New York
-$167M
3
CWM
CIBC World Markets
New York
-$148M
4
Jane Street
Jane Street
New York
-$147M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
451
Geneos Wealth Management
Colorado
$155K +$35.6K +285 +30%
CC
452
Corsicana & Co
Texas
$148K – – –
CCA
453
Catalyst Capital Advisors
New York
$144K – – –
CFB
454
Cullen/Frost Bankers
Texas
$143K -$2.46M -19,631 -95%
EA
455
Emerald Advisers
Pennsylvania
$139K -$2.75K -22 -2%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$139K +$14.6K +117 +12%
BWP
457
Baldwin Wealth Partners
Massachusetts
$138K – – –
FHA
458
First Horizon Advisors
Tennessee
$136K -$42.7K -341 -24%
HWA
459
Heritage Wealth Advisors
Virginia
$136K – – –
HIIFS
460
Harel Insurance Investments & Financial Services
Israel
$126K +$71.5K +565 +131%
HCA
461
Harbor Capital Advisors
Illinois
$125K -$328K -2,606 -72%
ECM
462
EMC Capital Management
Texas
$125K – – –
MHR
463
Matthew Hamilton Rosenberg
$125K – – –
PA
464
Parallel Advisors
California
$124K -$38K -292 -23%
Koshinski Asset Management
465
Koshinski Asset Management
Illinois
$110K -$23.8K -190 -18%
FMLI
466
Fukoku Mutual Life Insurance
Japan
$108K – – –
OIA
467
Optimum Investment Advisors
Illinois
$98K +$12.5K +100 +15%
UB
468
UMB Bank
Missouri
$95K +$45.3K +360 +91%
ECM
469
Estabrook Capital Management
New York
$94K – – –
BLC
470
Brown, Lisle/Cummings
Rhode Island
$90.8K -$3.76K -30 -4%
HI
471
Hudock Inc
Pennsylvania
$87K +$7.51K +60 +9%
CAGAS
472
Capital Advisory Group Advisory Services
Minnesota
$83K +$83K +661 New
BFEC
473
Benjamin F. Edwards & Company
Missouri
$79K +$10.3K +82 +15%
SWM
474
Spire Wealth Management
Virginia
$78K -$232K -1,846 -75%
QCG
475
Quadrant Capital Group
Ohio
$78K +$18.7K +150 +32%
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