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Roku
ROKU

Overview Fund Activity

528 hedge funds and large institutions have $6.14B invested in Roku in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-40
Holders Change %
-7.04%
% of All Funds
7.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
63
Increased
162
Reduced
194
Closed
93
Calls
$629M
Puts
$618M
Net Calls
+$11.8M
Net Calls Change
+$127M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$40.7M
3
BlackRock
3
BlackRock
New York
$473M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$35.2M
5
Squarepoint
5
Squarepoint
New York
$79.7M

Top Sellers

1
SCM
1
Spyglass Capital Management
California
$0
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$413M
3
NAMA
3
Nikko Asset Management Americas
New York
$399M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.9M
5
Millennium Management
5
Millennium Management
New York
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
451
Cullen/Frost Bankers
Texas
$5.03K – – –
CAL
452
Capital Advisors Ltd
Ohio
$5K -$3.75K -60 -43%
HBW
453
Hazlett, Burt & Watson
West Virginia
$5K – – –
MHR
454
Matthew Hamilton Rosenberg
$5K – – –
AA
455
Addison Advisors
Vermont
$4.8K – – –
DF
456
Dunhill Financial
United Kingdom
$4.5K – – –
CFGS
457
Concourse Financial Group Securities
Alabama
$4.49K – – –
GWM
458
Geneos Wealth Management
Colorado
$4.38K -$36.6K -610 -89%
GWP
459
Gen-Wealth Partners
Michigan
$3.9K +$1.5K +25 +63%
TFIPS
460
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.6K – – –
PFBT
461
Parkside Financial Bank & Trust
Missouri
$3.54K -$1.32K -22 -27%
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.24K – – –
CFO
463
CVA Family Office
Colorado
$3.18K – – –
GFPC
464
Global Financial Private Client
Florida
$3.18K – – –
OPTFSNA
465
Old Point Trust & Financial Services N A
Virginia
$3K – – –
CMBA
466
C.M. Bidwell & Associates
Hawaii
$2.76K – – –
MTIC
467
Missouri Trust & Investment Company
Missouri
$2.7K – – –
CIM
468
Contravisory Investment Management
Massachusetts
$2.7K – – –
UWS
469
Unique Wealth Strategies
Illinois
$2.61K +$2.61K +40 New
TC
470
Trust Company
Kansas
$2.4K – – –
ICM
471
Islay Capital Management
Texas
$2.4K – – –
PP
472
PFS Partners
New Jersey
$2.34K – – –
ME
473
McIlrath & Eck
Washington
$2.28K – – –
OWA
474
Opal Wealth Advisors
New York
$2.1K +$2.1K +35 New
JPWM
475
Jamison Private Wealth Management
Georgia
$1.98K – – –
17 18
19
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