We are live on ! Find out more

519 hedge funds and large institutions have $6.34B invested in Roku in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.78% less ownership

Funds ownership: 81.14%80.36% (-0.78%)

4% less capital invested

Capital invested by funds: $6.59B → $6.34B (-$244M)

6% less call options, than puts

Call options by funds: $773M | Put options by funds: $822M

3% less funds holding

Funds holding: 536519 (-17)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

19% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 75

Holders
519
Holders Change
-17
Holders Change %
-3.17%
% of All Funds
8.15%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
158
Reduced
187
Closed
75
Calls
$773M
Puts
$822M
Net Calls
-$48.9M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$1.66K +$425 +7 +37%
NSIM
477
North Star Investment Management
Illinois
$1.6K -$18.2K -300 -92%
PPWM
478
PFG Private Wealth Management
Florida
$1.6K
BWM
479
Baystate Wealth Management
Massachusetts
$1.6K +$182 +3 +14%
BHWM
480
Beaird Harris Wealth Management
Texas
$1.28K
FP
481
Financial Perspectives
Minnesota
$1.28K
CFS
482
CGC Financial Services
Oregon
$1.28K +$1.22K +20 New
SWA
483
Sutton Wealth Advisors
Florida
$1.22K
ME
484
McIlrath & Eck
Washington
$1.15K
HI
485
Hoey Investments
Pennsylvania
$1.02K
BFEC
486
Benjamin F. Edwards & Company
Missouri
$1K -$38.7K -637 -98%
CSB
487
City State Bank
Iowa
$1K
WAS
488
Winch Advisory Services
Wisconsin
$1K
BG
489
Bollard Group
Massachusetts
$1K +$607 +10 New
AA
490
AlphaMark Advisors
Kentucky
$1K +$1.15K +19 +950%
DAM
491
Delta Asset Management
Tennessee
$959
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$959 +$911 +15 New
PS
493
PayPay Securities
Japan
$895 -$61 -1 -7%
BCM
494
Blume Capital Management
California
$768
EWP
495
Elevation Wealth Partners
California
$768
BCH
496
Berkshire Capital Holdings
California
$640 -$12.6M -207,930 -100%
CWA
497
Clearview Wealth Advisors
Oregon
$640 +$607 +10 New
CPG
498
Cornerstone Planning Group
New Jersey
$640 +$607 +10 New
BAAM
499
Baker Avenue Asset Management
California
$576 -$182 -3 -25%
LF
500
Lee Financial
Texas
$576

ROKU Hedge Fund Activity: Q2 2023 in Review

519 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q2 2023, worth a combined $6.34B — down 3.7% from $6.59B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of ROKU and 61 opened new positions — a net loss of 14 holders — while 187 trimmed existing stakes and 158 added.

The largest buyer was Contrarius Investment Management, opening a new position worth an estimated $60.4M. The largest seller was Marshall Wace, cutting an estimated $94.4M.

  • 519 institutional investors held Roku (ROKU) as of Q2 2023, down from 536 in Q1 2023.
  • Funds reported $6.34B of Roku stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 61 funds opened new Roku positions in Q2 2023 and 75 closed out, a net change of -14 holders.
  • The largest Roku buyer in Q2 2023 was Contrarius Investment Management, an estimated $60.4M added.
  • The largest Roku seller in Q2 2023 was Marshall Wace, an estimated $94.4M sold.

Based on aggregated 13F filings for Q2 2023.