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Roku
ROKU

Overview Fund Activity

532 hedge funds and large institutions have $7.87B invested in Roku in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 157 increasing their positions, 192 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.7%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
76
Increased
157
Reduced
192
Closed
68
Calls
$768M
Puts
$779M
Net Calls
-$11.2M
Net Calls Change
-$23M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$153M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$178M
3
Holocene Advisors
Holocene Advisors
New York
$129M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$115M
5
Citadel Advisors
Citadel Advisors
Florida
$121M

Top Sellers

1
AIM
ARK Investment Management
Florida
$838M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$66.5M
3
Squarepoint
Squarepoint
New York
$24.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
NAMA
Nikko Asset Management Americas
New York
$464M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
451
Truvestments Capital
Florida
$7.47K +$7.47K +100 New
RA
452
Rise Advisors
New York
$7.24K -$523 -7 -7%
ATC
453
Adirondack Trust Company
New York
$7.09K – – –
HWP
454
Highline Wealth Partners
California
$6.87K – – –
BLC
455
Brown, Lisle/Cummings
Rhode Island
$6.72K – – –
PWMG
456
Private Wealth Management Group
New Jersey
$6.65K -$523 -7 -7%
GWSG
457
GPS Wealth Strategies Group
Colorado
$6.35K – – –
FCM
458
Fourpath Capital Management
Oklahoma
$6.2K +$6.2K +83 New
HBW
459
Hazlett, Burt & Watson
West Virginia
$6K – – –
HWM
460
Hemington Wealth Management
Virginia
$6K +$6K +100 New
MHR
461
Matthew Hamilton Rosenberg
$5.97K – – –
AA
462
Addison Advisors
Vermont
$5.97K – – –
CFB
463
Cullen/Frost Bankers
Texas
$5.9K -$373 -5 -6%
GWM
464
Geneos Wealth Management
Colorado
$5.45K – – –
GWP
465
Gen-Wealth Partners
Michigan
$5.04K – – –
SWM
466
Spire Wealth Management
Virginia
$4.85K -$2.32K -31 -32%
HWA
467
HHM Wealth Advisors
Tennessee
$4.85K +$2.99K +40 +160%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$4.7K +$299 +4 +7%
CFO
469
CVA Family Office
Colorado
$4.55K +$597 +8 +15%
TFIPS
470
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.48K – – –
GFPC
471
Global Financial Private Client
Florida
$3.96K – – –
OPTFSNA
472
Old Point Trust & Financial Services N A
Virginia
$3.73K – – –
S
473
Sachetta
Massachusetts
$3.73K +$2.69K +36 +257%
DIP
474
DT Investment Partners
Pennsylvania
$3.73K +$3.73K +50 New
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.7K – – –
17 18
19
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