515 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, 157 increasing their positions, 184 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-16
Holders Change %
-3.01%
% of All Funds
8.12%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
61
Increased
157
Reduced
184
Closed
74
Calls
$773M
Puts
$822M
Net Calls
-$48.9M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
476
Beaird Harris Wealth Management
Texas
$1.28K
FP
477
Financial Perspectives
Minnesota
$1.28K
CFS
478
CGC Financial Services
Oregon
$1.28K +$1.28K +20 New
SWA
479
Sutton Wealth Advisors
Florida
$1.22K
ME
480
McIlrath & Eck
Washington
$1.15K
HI
481
Hoey Investments
Pennsylvania
$1.02K
BFEC
482
Benjamin F. Edwards & Company
Missouri
$1K -$42.5K -637 -98%
WAS
483
Winch Advisory Services
Wisconsin
$1K
CSB
484
City State Bank
Iowa
$1K
BG
485
Bollard Group
Massachusetts
$1K +$1K +10 New
AA
486
AlphaMark Advisors
Kentucky
$1K +$905 +19 +950%
DAM
487
Delta Asset Management
Tennessee
$959
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$959 +$959 +15 New
PS
489
PayPay Securities
Japan
$895 -$64 -1 -7%
EWP
490
Elevation Wealth Partners
California
$768
BCM
491
Blume Capital Management
California
$768
BCH
492
Berkshire Capital Holdings
California
$640 -$13.3M -207,930 -100%
CPG
493
Cornerstone Planning Group
New Jersey
$640 +$640 +10 New
CWA
494
Clearview Wealth Advisors
Oregon
$640 +$640 +10 New
BAAM
495
Baker Avenue Asset Management
California
$576 -$192 -3 -25%
LF
496
Lee Financial
Texas
$576
FA
497
Fiduciary Alliance
South Carolina
$576 +$576 +9 New
WPA
498
West Paces Advisors
Georgia
$512
MA
499
Montag & Associates
Georgia
$384
SIC
500
SJS Investment Consulting
Ohio
$384 +$384 +6 New