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Roku
ROKU

Overview Fund Activity

548 hedge funds and large institutions have $7.98B invested in Roku in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 166 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+16
Holders Change %
+3.01%
% of All Funds
7.3%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
100
Increased
170
Reduced
166
Closed
76
Calls
$917M
Puts
$974M
Net Calls
-$56.8M
Net Calls Change
-$45.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
2
Marshall Wace
Marshall Wace
United Kingdom
$174M
3
CCM
Cadian Capital Management
New York
$87.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$96.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$90M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.7M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
Millennium Management
Millennium Management
New York
$11.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$416M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
451
HM Payson & Co
Maine
$9.14K – – –
C
452
Covestor
United Kingdom
$9K -$12.7K -167 -59%
ETC
453
Exchange Traded Concepts
Oklahoma
$9K -$2.31K -31 -20%
LDB
454
Lee, Danner & Bass
Tennessee
$8.55K +$8.55K +115 New
JWA
455
JFS Wealth Advisors
Pennsylvania
$7.92K +$6.07K +82 +328%
AF
456
Advisornet Financial
Minnesota
$7.88K -$1.34K -18 -15%
CSC
457
Caldwell Sutter Capital
California
$7.43K – – –
KHC
458
Koesten Hirschmann & Crabtree
Kansas
$7.43K – – –
TC
459
Truvestments Capital
Florida
$7.43K – – –
TCOV
460
Trust Company of Vermont
Vermont
$7.43K – – –
LG
461
LAM Group
Oregon
$7.43K – – –
SMAM
462
Sugar Maple Asset Management
Wisconsin
$7.43K +$7.43K +100 New
WA
463
Whipplewood Advisors
Colorado
$7.43K +$7.43K +100 New
VWA
464
VSM Wealth Advisory
Maryland
$7.43K +$7.43K +100 New
CWM
465
Centricity Wealth Management
Ohio
$7.43K +$7.43K +100 New
ATC
466
Adirondack Trust Company
New York
$7.06K – – –
RS
467
Rakuten Securities
Japan
$6.84K -$29.4K -396 -81%
HNB
468
Huntington National Bank
Ohio
$6.39K -$1.04K -14 -14%
GWSG
469
GPS Wealth Strategies Group
Colorado
$6.32K – – –
HBW
470
Hazlett, Burt & Watson
West Virginia
$6K – – –
AA
471
Addison Advisors
Vermont
$5.95K – – –
MHR
472
Matthew Hamilton Rosenberg
$5.95K – – –
OIA
473
Optimum Investment Advisors
Illinois
$5.65K -$14.9K -200 -72%
PWMG
474
Private Wealth Management Group
New Jersey
$5.43K -$1.19K -16 -18%
PWA
475
Physician Wealth Advisors
Utah
$5.35K +$5.35K +72 New
17 18
19
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