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Roku
ROKU

Overview Fund Activity

550 hedge funds and large institutions have $5.45B invested in Roku in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 183 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-43
Holders Change %
-7.25%
% of All Funds
9.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
185
Reduced
183
Closed
101
Calls
$758M
Puts
$1.07B
Net Calls
-$315M
Net Calls Change
-$274M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$109M
2
AIM
ARK Investment Management
Florida
$672M
3
NAMA
Nikko Asset Management Americas
New York
$401M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$103M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$418M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$403M
3
Allianz Asset Management
Allianz Asset Management
Germany
$777K
4
Marshall Wace
Marshall Wace
United Kingdom
$16.3M
5
CMG
Cavalry Management Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
476
Wagner Wealth Management
South Carolina
$4K – – –
EBA
477
Eagle Bay Advisors
New York
$4K – – –
CA
478
Crewe Advisors
Utah
$4K +$800 +13 +25%
ETC
479
Exchange Traded Concepts
Oklahoma
$3K -$23.4K -483 -89%
CFGS
480
Concourse Financial Group Securities
Alabama
$3K -$300 -5 -9%
AF
481
Advisornet Financial
Minnesota
$3K -$128 -2 -4%
EARNEST Partners
482
EARNEST Partners
Georgia
$3K – – –
LWCFA
483
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
RAM
484
Riggs Asset Management
Pennsylvania
$3K – – –
AW
485
Avion Wealth
Texas
$3K – – –
DWA
486
Delos Wealth Advisors
Texas
$3K – – –
MTIC
487
Missouri Trust & Investment Company
Missouri
$3K – – –
BTI
488
Blue Trust Inc
Georgia
$3K +$2.34K +25 +357%
TWP
489
TFO Wealth Partners
Ohio
$3K +$3K +49 New
PP
490
PFS Partners
New Jersey
$2.2K – – –
GRP
491
Global Retirement Partners
California
$2K -$27.9K -530 -93%
ICM
492
Islay Capital Management
Texas
$2K -$3.75K -75 -65%
TCM
493
Tradewinds Capital Management
Washington
$2K – – –
M1FG
494
Mach-1 Financial Group
Arkansas
$2K – – –
HWMA
495
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
VCM
496
Versant Capital Management
Arizona
$2K – – –
TC
497
Trust Company
Kansas
$2K – – –
CAC
498
Core Alternative Capital
Georgia
$2K – – –
RDIA
499
RE Dickinson Investment Advisors
Iowa
$2K – – –
MFC
500
Mechanics Financial Corp
Ohio
$2K – – –
18 19
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