Roku
ROKU
342 hedge funds and large institutions have $5.57B invested in Roku in 2019 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 95 increasing their positions, 100 reducing their positions, and 53 closing their positions.
87% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 53
49% more capital invested
Capital invested by funds: $3.73B → $5.57B (+$1.85B)
13% more funds holding
Funds holding: 302 → 342 (+40)
1.02% more ownership
Funds ownership: 73.99% → 75% (+1%)
3% more call options, than puts
Call options by funds: $826M | Put options by funds: $800M
5% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 100
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$267M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$78.3M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$71.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$64.2M |
| 5 |
JP Morgan Chase
New York
|
+$55.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$70M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69M |
| 3 |
Renaissance Technologies
New York
|
-$59.4M |
| 4 |
Jane Street
New York
|
-$58.3M |
| 5 |
SIM
Spark Investment Management
New York
|
-$44.9M |
ROKU Hedge Fund Activity: Q2 2019 in Review
342 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q2 2019, worth a combined $5.57B — up 49% from $3.73B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new ROKU positions and 53 closed out — a net gain of 46 holders — while 95 added to existing stakes and 100 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $267M. The largest seller was Whale Rock Capital Management, cutting an estimated $70M.
- 342 institutional investors held Roku (ROKU) as of Q2 2019, up from 302 in Q1 2019.
- Funds reported $5.57B of Roku stock for Q2 2019, up 49% quarter-over-quarter.
- 99 funds opened new Roku positions in Q2 2019 and 53 closed out, a net change of +46 holders.
- The largest Roku buyer in Q2 2019 was Morgan Stanley, an estimated $267M added.
- The largest Roku seller in Q2 2019 was Whale Rock Capital Management, an estimated $70M sold.
Based on aggregated 13F filings for Q2 2019.