531 hedge funds and large institutions have $6.58B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+37
Holders Change %
+7.49%
% of All Funds
8.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
118
Increased
162
Reduced
150
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
476
Prestige Wealth Management Group
New Jersey
$2.83K +$658 +10 +30%
HIA
477
Harbor Investment Advisory
Maryland
$2.83K
TC
478
Trust Company
Kansas
$2.63K
ICM
479
Islay Capital Management
Texas
$2.63K
AIP
480
Ahrens Investment Partners
Louisiana
$2.63K +$2.63K +40 New
PP
481
PFS Partners
New Jersey
$2.57K
VCM
482
Versant Capital Management
Arizona
$2.37K
HFM
483
Hartford Financial Management
Connecticut
$2.3K
FFA
484
Farther Finance Advisors
California
$2.11K -$1.25K -19 -37%
Commonwealth Equity Services
485
Commonwealth Equity Services
Massachusetts
$2.09K -$279 -4,245 -12%
Allspring Global Investments
486
Allspring Global Investments
North Carolina
$2.04K
BTI
487
Blue Trust Inc
Georgia
$2K -$2.29K -56 -53%
RDIA
488
RE Dickinson Investment Advisors
Iowa
$2K
BAM
489
Baldrige Asset Management
Pennsylvania
$2K +$2K +25 New
CMP
490
Coston McIsaac & Partners
Maine
$2K +$2K +40 New
TCM
491
Tradewinds Capital Management
Washington
$1.98K
CCA
492
Column Capital Advisors
Indiana
$1.71K
PPWM
493
PFG Private Wealth Management
Florida
$1.65K
CAC
494
Core Alternative Capital
Georgia
$1.65K +$395 +6 +32%
GBT
495
Grove Bank & Trust
Florida
$1.65K +$1.65K +25 New
BWM
496
Baystate Wealth Management
Massachusetts
$1.46K
2L
497
25 LLC
Missouri
$1.34K +$1.34K +24 New
BHWM
498
Beaird Harris Wealth Management
Texas
$1.32K
FP
499
Financial Perspectives
Minnesota
$1.32K
SWA
500
Sutton Wealth Advisors
Florida
$1.25K