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Roku
ROKU

Overview Fund Activity

593 hedge funds and large institutions have $7.71B invested in Roku in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 177 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
-53
Holders Change %
-8.2%
% of All Funds
10.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
86
Increased
225
Reduced
177
Closed
129
Calls
$1.16B
Puts
$1.2B
Net Calls
-$41.1M
Net Calls Change
+$367M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$178M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$112M
3
NAMA
Nikko Asset Management Americas
New York
+$110M
4
DAM
Dorsey Asset Management
Illinois
+$61.1M
5
SCM
Spyglass Capital Management
California
+$57.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.5M
2
Franklin Resources
Franklin Resources
California
-$93.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$68.7M
5
Artisan Partners
Artisan Partners
Wisconsin
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
451
West Oak Capital
California
$25K – – –
TSWM
452
Tyler-Stone Wealth Management
Ohio
$25K +$893 +11 +4%
ZIG
453
Zullo Investment Group
Pennsylvania
$25K +$4.17K +50 +20%
GWS
454
Glassman Wealth Services
Virginia
$25K +$11.3K +137 +82%
GEA
455
Glen Eagle Advisors
New Jersey
$24.6K – – –
SWM
456
Spire Wealth Management
Virginia
$22K -$29.7K -356 -57%
Bessemer Group
457
Bessemer Group
New Jersey
$22K -$14.8K -184 -40%
AW
458
ACG Wealth
Georgia
$22K +$22K +268 New
DCM
459
Dupont Capital Management
Delaware
$22K +$22K +270 New
EI
460
Ellevest Inc
New York
$21K +$21K +250 New
HS
461
Horan Securities
United States
$19K – – –
AF
462
Allworth Financial
California
$19K +$15.4K +186 +423%
AIP
463
Ahrens Investment Partners
Louisiana
$18K -$3.23K -40 -15%
OC
464
Oakworth Capital
Alabama
$18K – – –
SWA
465
Sutton Wealth Advisors
Florida
$17K +$16.3K +198 +2,200%
TWM
466
Tradition Wealth Management
Minnesota
$17K -$17.7K -216 -51%
CAM
467
Costello Asset Management
Pennsylvania
$17K – – –
CWM
468
CarsonAllaria Wealth Management
Illinois
$17K +$10.3K +122 +153%
Bank of Montreal
469
Bank of Montreal
Ontario, Canada
$16.9K -$13.8K -142,052 -45%
MMG
470
Monetary Management Group
Missouri
$16K -$430K -5,375 -96%
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
SWM
472
Selective Wealth Management
Virginia
$16K +$2.05K +25 +15%
CFO
473
CVA Family Office
Colorado
$16K +$15K +184 +1,533%
MCC
474
Money Concepts Capital
Florida
$15K -$171K -2,055 -92%
HFM
475
Hartford Financial Management
Connecticut
$14K – – –
17 18
19
20 21