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Roku
ROKU

Overview Fund Activity

535 hedge funds and large institutions have $6.87B invested in Roku in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+20
Holders Change %
+3.88%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
97
Increased
185
Reduced
147
Closed
71
Calls
$882M
Puts
$899M
Net Calls
-$17.5M
Net Calls Change
+$31.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$666M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$99.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$180M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$44.3M

Top Sellers

1
AIM
ARK Investment Management
Florida
$737M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$74.9M
3
Two Sigma Investments
Two Sigma Investments
New York
$84.3M
4
CIM
Contrarius Investment Management
Jersey
$1.59M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
451
Householder Group Estate & Retirement Specialist
Arizona
$7.91K +$7.91K +112 New
ACM
452
Antonetti Capital Management
Florida
$7.77K – – –
FFA
453
Farther Finance Advisors
California
$7.62K +$2.68K +38 +54%
AF
454
Arrow Financial
New York
$7.06K – – –
AWM
455
Avior Wealth Management
Nebraska
$7.06K – – –
DJSG
456
D.J. St. Germain
Massachusetts
$7.06K – – –
KHC
457
Koesten Hirschmann & Crabtree
Kansas
$7.06K – – –
LS
458
Livforsakringsbolaget Skandia
Sweden
$7.06K – – –
WOC
459
West Oak Capital
California
$7K – – –
HFM
460
Harvest Fund Management
China
$7K – – –
Credit Agricole
461
Credit Agricole
France
$6.99K +$6.99K +99 New
BIA
462
Bell Investment Advisors
California
$6.85K -$706 -10 -9%
VCM
463
Versant Capital Management
Arizona
$6.78K – – –
GWSG
464
GPS Wealth Strategies Group
Colorado
$6.71K – – –
ATC
465
Adirondack Trust Company
New York
$6.71K – – –
HWP
466
Highline Wealth Partners
California
$6.49K – – –
CAL
467
Capital Advisors Ltd
Ohio
$6K +$1.42K +21 +31%
SFG
468
Steward Financial Group
Texas
$6K +$6K +87 New
MHR
469
Matthew Hamilton Rosenberg
$5.65K +$5.65K +80 New
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$5.58K +$4.52K +64 +427%
BFEC
471
Benjamin F. Edwards & Company
Missouri
$5K +$3.85K +50 +333%
IPW
472
Impact Partnership Wealth
Georgia
$4.98K +$1.82K +26 +58%
AA
473
Ancora Advisors
Ohio
$4.94K +$4.94K +70 New
LWCFA
474
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.9K – – –
ZB
475
Zions Bancorporation
Utah
$3.74K +$565 +8 +18%
17 18
19
20 21