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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$114M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$95M
5
NAMA
Nikko Asset Management Americas
New York
+$94.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$114M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
451
New England Capital Financial Advisors
Connecticut
$9.78K – – –
MG
452
Mather Group
Illinois
$9.72K +$9.72K +106 New
TC
453
Truvestments Capital
Florida
$9.38K – – –
CAL
454
Capital Advisors Ltd
Ohio
$9K +$900 +14 +11%
BWL
455
Bogart Wealth LLC
Virginia
$8.99K – – –
PCFFS
456
Pacific Center for Financial Services
California
$8.47K – – –
TCA
457
Trifecta Capital Advisors
Illinois
$8.47K – – –
Bank Julius Baer & Co
458
Bank Julius Baer & Co
Switzerland
$8.46K – – –
RA
459
Rise Advisors
New York
$8.08K -$652 -10 -7%
BMC
460
Bear Mountain Capital
Washington
$8.06K – – –
HPC
461
HM Payson & Co
Maine
$8.02K +$196 +3 +3%
MIM
462
Macroview Investment Management
Maryland
$7.76K +$2.67K +41 +53%
CFD
463
Creative Financial Designs
Indiana
$7.5K -$13K -200 -63%
VCM
464
Versant Capital Management
Arizona
$7.36K -$7.69K -118 -51%
WOC
465
West Oak Capital
California
$7K – – –
C
466
Covestor
United Kingdom
$7K – – –
HNB
467
Huntington National Bank
Ohio
$6.84K -$195 -3 -3%
CSC
468
Caldwell Sutter Capital
California
$6.52K – – –
AF
469
Arrow Financial
New York
$6.52K – – –
DJSG
470
D.J. St. Germain
Massachusetts
$6.52K – – –
KHC
471
Koesten Hirschmann & Crabtree
Kansas
$6.52K – – –
LG
472
LAM Group
Oregon
$6.52K – – –
LS
473
Livforsakringsbolaget Skandia
Sweden
$6.52K – – –
AWM
474
Abound Wealth Management
Tennessee
$6.19K +$6.13K +94 +9,400%
ATC
475
Adirondack Trust Company
New York
$6.19K – – –
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