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519 hedge funds and large institutions have $6.34B invested in Roku in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.78% less ownership

Funds ownership: 81.14%80.36% (-0.78%)

4% less capital invested

Capital invested by funds: $6.59B → $6.34B (-$244M)

6% less call options, than puts

Call options by funds: $773M | Put options by funds: $822M

3% less funds holding

Funds holding: 536519 (-17)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

19% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 75

Holders
519
Holders Change
-17
Holders Change %
-3.17%
% of All Funds
8.15%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
158
Reduced
187
Closed
75
Calls
$773M
Puts
$822M
Net Calls
-$48.9M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
451
Contravisory Investment Management
Massachusetts
$3.2K -$3.04K -50 -50%
CFGS
452
Concourse Financial Group Securities
Alabama
$3.2K
HWA
453
HHM Wealth Advisors
Tennessee
$3.2K
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.2K
RAM
455
Riggs Asset Management
Pennsylvania
$3.2K
GBT
456
Grove Bank & Trust
Florida
$3.2K +$1.52K +25 +100%
OPTFSNA
457
Old Point Trust & Financial Services N A
Virginia
$3.2K +$3.04K +50 New
CMBA
458
C.M. Bidwell & Associates
Hawaii
$2.94K
EARNEST Partners
459
EARNEST Partners
Georgia
$2.88K
ZB
460
Zions Bancorporation
Utah
$2.88K
IPW
461
Impact Partnership Wealth
Georgia
$2.88K +$2.73K +45 New
Point72 Asset Management
462
Point72 Asset Management
Connecticut
$2.78K +$2.61K +43 New
HIA
463
Harbor Investment Advisory
Maryland
$2.75K
ICM
464
Islay Capital Management
Texas
$2.56K
TC
465
Trust Company
Kansas
$2.56K
PP
466
PFS Partners
New Jersey
$2.5K
AF
467
Advisornet Financial
Minnesota
$2.24K -$2.43K -40 -53%
HFM
468
Hartford Financial Management
Connecticut
$2.24K
RDIA
469
RE Dickinson Investment Advisors
Iowa
$2K
GI
470
Gradient Investments
Minnesota
$1.98K +$850 +14 +82%
Allspring Global Investments
471
Allspring Global Investments
North Carolina
$1.98K
TCM
472
Tradewinds Capital Management
Washington
$1.92K
CAC
473
Core Alternative Capital
Georgia
$1.85K +$243 +4 +16%
2L
474
25 LLC
Missouri
$1.83K
CCA
475
Column Capital Advisors
Indiana
$1.66K

ROKU Hedge Fund Activity: Q2 2023 in Review

519 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q2 2023, worth a combined $6.34B — down 3.7% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ROKU and 61 opened new positions — a net loss of 14 holders — while 187 trimmed existing stakes and 158 added.

The largest buyer was Contrarius Investment Management, opening a new position worth an estimated $60.4M. The largest seller was Marshall Wace, cutting an estimated $94.4M.

  • 519 institutional investors held Roku (ROKU) as of Q2 2023, down from 536 in Q1 2023.
  • Funds reported $6.34B of Roku stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 61 funds opened new Roku positions in Q2 2023 and 75 closed out, a net change of -14 holders.
  • The largest Roku buyer in Q2 2023 was Contrarius Investment Management, an estimated $60.4M added.
  • The largest Roku seller in Q2 2023 was Marshall Wace, an estimated $94.4M sold.

Based on aggregated 13F filings for Q2 2023.