599 hedge funds and large institutions have $9.77B invested in Roku in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 177 increasing their positions, 182 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+64
Holders Change %
+11.96%
% of All Funds
8.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
142
Increased
177
Reduced
182
Closed
69
Calls
$1.2B
Puts
$1.29B
Net Calls
-$97.7M
Net Calls Change
-$80.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
451
Lindbrook Capital
California
$34.6K +$10.4K +113 +43%
BBHC
452
Brown Brothers Harriman & Co
New York
$34.4K
FFA
453
Farther Finance Advisors
California
$33K +$23.1K +252 +233%
CFD
454
Creative Financial Designs
Indiana
$28.9K +$28.9K +315 New
AAG
455
Armstrong Advisory Group
Massachusetts
$28.5K
BLC
456
Brown, Lisle/Cummings
Rhode Island
$27.5K -$6.88K -75 -20%
LA
457
LM Advisors
California
$27.5K +$27.5K +300 New
GI
458
GAMMA Investing
California
$27K +$27K +307 New
CWM
459
CarsonAllaria Wealth Management
Illinois
$24.4K -$1.83K -20 -7%
QCG
460
Quadrant Capital Group
Ohio
$24.3K -$1.28K -14 -5%
EA
461
Emerald Advisers
Pennsylvania
$22.9K
TWM
462
Tradition Wealth Management
Minnesota
$22K -$718 -8 -3%
PCMC
463
Planning Capital Management Corporation
Pennsylvania
$22K +$22K +240 New
SSB
464
Sandy Spring Bank
Maryland
$21.5K
CSWM
465
Cassady Schiller Wealth Management
Ohio
$21.5K
VCM
466
Versant Capital Management
Arizona
$21.2K +$12.4K +135 +141%
OC
467
Oakworth Capital
Alabama
$20.6K
MSFP
468
Mark Sheptoff Financial Planning
Connecticut
$18.3K
RFG
469
RFP Financial Group
Georgia
$18.3K
NA
470
Nordwand Advisors
Pennsylvania
$18.3K
TAM
471
Tucker Asset Management
Colorado
$18.3K +$18.3K +200 New
GWSG
472
GPS Wealth Strategies Group
Colorado
$17K +$8.25K +90 +95%
OLVIG
473
Oliver Lagore Vanvalin Investment Group
Michigan
$16.3K
TFGT
474
TS Financial Group (TSFG)
Illinois
$16K -$3.11K -35 -16%
HFS
475
Hantz Financial Services
Michigan
$16K