599 hedge funds and large institutions have $9.77B invested in Roku in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 177 increasing their positions, 182 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+64
Holders Change %
+11.96%
% of All Funds
8.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
142
Increased
177
Reduced
182
Closed
69
Calls
$1.2B
Puts
$1.29B
Net Calls
-$97.7M
Net Calls Change
-$80.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
476
SJS Investment Consulting
Ohio
$14.5K +$13.8K +150 +1,875%
JWM
477
Janiczek Wealth Management
Colorado
$14.3K
PS
478
Principal Securities
Iowa
$14.3K +$14.3K +156 New
BCWM
479
Bartlett & Co Wealth Management
Ohio
$14.1K +$14.1K +150 New
AW
480
Avion Wealth
Texas
$14K -$560 -6 -4%
BC
481
Bartlett & Co
Ohio
$14K +$14K +150 New
NECFA
482
New England Capital Financial Advisors
Connecticut
$13.7K
WAS
483
Winch Advisory Services
Wisconsin
$13.7K +$13.7K +150 New
CA
484
Clearstead Advisors
Ohio
$13.7K -$13.7K -149 -50%
TC
485
Truvestments Capital
Florida
$13.2K -$1.93K -21 -13%
BWL
486
Bogart Wealth LLC
Virginia
$12.6K
Jones Financial Companies
487
Jones Financial Companies
Missouri
$12.6K +$12.6K +137 New
RA
488
Rise Advisors
New York
$12.3K
CAL
489
Capital Advisors Ltd
Ohio
$12K +$3.52K +37 +42%
VF
490
VitalStone Financial
Texas
$12K +$11.9K +125 +12,500%
PCFFS
491
Pacific Center for Financial Services
California
$11.9K
TCA
492
Trifecta Capital Advisors
Illinois
$11.9K
Bank Julius Baer & Co
493
Bank Julius Baer & Co
Switzerland
$11.9K -$183 -2 -2%
BMC
494
Bear Mountain Capital
Washington
$11.9K +$11.9K +140 New
HPC
495
HM Payson & Co
Maine
$11K
C
496
Covestor
United Kingdom
$11K
HNB
497
Huntington National Bank
Ohio
$9.9K -$642 -7 -6%
CSC
498
Caldwell Sutter Capital
California
$9.17K -$1.83K -20 -17%
CFB
499
Cullen/Frost Bankers
Texas
$9.17K -$1.1K -12 -11%
KHC
500
Koesten Hirschmann & Crabtree
Kansas
$9.17K