Roku
ROKU
486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 70 closing their positions.
110% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 70
42% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 118
39% more capital invested
Capital invested by funds: $6.43B → $8.96B (+$2.53B)
17% more funds holding
Funds holding: 416 → 486 (+70)
0.84% less ownership
Funds ownership: 73.88% → 73.04% (-0.84%)
26% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $1.93B
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$384M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$151M |
| 3 |
BlackRock
New York
|
+$70.1M |
| 4 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$61.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$58.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$151M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$123M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$83.7M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$71.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$43.5M |
ROKU Hedge Fund Activity: Q4 2019 in Review
486 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2019, worth a combined $8.96B — up 39% from $6.43B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new ROKU positions and 70 closed out — a net gain of 77 holders — while 167 added to existing stakes and 118 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $384M. The largest seller was Morgan Stanley, cutting an estimated $151M.
- 486 institutional investors held Roku (ROKU) as of Q4 2019, up from 416 in Q3 2019.
- Funds reported $8.96B of Roku stock for Q4 2019, up 39% quarter-over-quarter.
- 147 funds opened new Roku positions in Q4 2019 and 70 closed out, a net change of +77 holders.
- The largest Roku buyer in Q4 2019 was Fidelity Investments, an estimated $384M added.
- The largest Roku seller in Q4 2019 was Morgan Stanley, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2019.