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Roku
ROKU

536 hedge funds and large institutions have $6.59B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 163 increasing their positions, 153 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

65% more capital invested

Capital invested by funds: $4B → $6.59B (+$2.59B)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 498 → 536 (+38)

7% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 153

0.52% more ownership

Funds ownership: 80.61% → 81.14% (+0.52%)

5% less call options, than puts

Call options by funds: $920M | Put options by funds: $966M

Holders
536
Holders Change
+38
Holders Change %
+7.63%
% of All Funds
8.54%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
119
Increased
163
Reduced
153
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$97.6M
3
Two Sigma Investments
Two Sigma Investments
New York
+$77.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$44.8M
5
Millennium Management
Millennium Management
New York
+$39.2M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$116M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$93.6M
3
Man Group
Man Group
United Kingdom
-$39.1M
4
DAM
Dorsey Asset Management
Illinois
-$30.2M
5
Twin Tree Management
Twin Tree Management
Texas
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
476
Financial Connections Group
California
$3K +$3.34K +57 New
EARNEST Partners
477
EARNEST Partners
Georgia
$2.96K – – –
MTIC
478
Missouri Trust & Investment Company
Missouri
$2.96K – – –
ZB
479
Zions Bancorporation
Utah
$2.96K +$234 +4 +10%
PWMG
480
Prestige Wealth Management Group
New Jersey
$2.83K +$585 +10 +30%
HIA
481
Harbor Investment Advisory
Maryland
$2.83K – – –
ICM
482
Islay Capital Management
Texas
$2.63K – – –
TC
483
Trust Company
Kansas
$2.63K – – –
AIP
484
Ahrens Investment Partners
Louisiana
$2.63K +$2.34K +40 New
PP
485
PFS Partners
New Jersey
$2.57K – – –
VCM
486
Versant Capital Management
Arizona
$2.37K – – –
HFM
487
Hartford Financial Management
Connecticut
$2.3K – – –
FFA
488
Farther Finance Advisors
California
$2.11K -$1.11K -19 -37%
Commonwealth Equity Services
489
Commonwealth Equity Services
Massachusetts
$2.09K -$248K -4,245 -12%
Allspring Global Investments
490
Allspring Global Investments
North Carolina
$2.04K – – –
BTI
491
Blue Trust Inc
Georgia
$2K -$3.28K -56 -53%
RDIA
492
RE Dickinson Investment Advisors
Iowa
$2K – – –
BAM
493
Baldrige Asset Management
Pennsylvania
$2K +$1.46K +25 New
CMP
494
Coston McIsaac & Partners
Maine
$2K +$2.34K +40 New
TCM
495
Tradewinds Capital Management
Washington
$1.98K – – –
CCA
496
Column Capital Advisors
Indiana
$1.71K – – –
PPWM
497
PFG Private Wealth Management
Florida
$1.65K – – –
CAC
498
Core Alternative Capital
Georgia
$1.65K +$351 +6 +32%
GBT
499
Grove Bank & Trust
Florida
$1.65K +$1.46K +25 New
BWM
500
Baystate Wealth Management
Massachusetts
$1.46K – – –
18 19
20
21 22

ROKU Hedge Fund Activity: Q1 2023 in Review

536 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2023, worth a combined $6.59B — up 65% from $4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new ROKU positions and 72 closed out — a net gain of 47 holders — while 163 added to existing stakes and 153 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was Renaissance Technologies, cutting an estimated $116M.

  • 536 institutional investors held Roku (ROKU) as of Q1 2023, up from 498 in Q4 2022.
  • Funds reported $6.59B of Roku stock for Q1 2023, up 65% quarter-over-quarter.
  • 119 funds opened new Roku positions in Q1 2023 and 72 closed out, a net change of +47 holders.
  • The largest Roku buyer in Q1 2023 was Fidelity Investments, an estimated $108M added.
  • The largest Roku seller in Q1 2023 was Renaissance Technologies, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2023.