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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$114M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$95M
5
NAMA
Nikko Asset Management Americas
New York
+$94.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$208M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Morgan Stanley
Morgan Stanley
New York
-$114M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
476
Arlington Trust
Alabama
$6.13K – – –
MAM
477
Meeder Asset Management
Ohio
$6.13K +$6.13K +94 New
HWP
478
Highline Wealth Partners
California
$6K – – –
GIA
479
GHP Investment Advisors
Colorado
$5.8K – – –
FFWA
480
FRG Family Wealth Advisors
Washington
$5.77K +$5.77K +100 New
GWSG
481
GPS Wealth Strategies Group
Colorado
$5.54K -$6.52K -100 -54%
CFB
482
Cullen/Frost Bankers
Texas
$5.47K -$1.04K -16 -16%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$5.28K +$978 +15 +23%
AA
484
Addison Advisors
Vermont
$5.21K +$5.21K +80 New
MHR
485
Matthew Hamilton Rosenberg
$5.14K – – –
HBW
486
Hazlett, Burt & Watson
West Virginia
$5K +$5K +76 New
BTI
487
Blue Trust Inc
Georgia
$4.95K -$77.1K -1,183 -94%
DF
488
Dunhill Financial
United Kingdom
$4.89K – – –
FFWM
489
Future Financial Wealth Management
Ohio
$4.89K +$4.89K +75 New
CFGS
490
Concourse Financial Group Securities
Alabama
$4.89K +$4.89K +75 New
ETC
491
Exchange Traded Concepts
Oklahoma
$4.43K +$4.43K +68 New
ZB
492
Zions Bancorporation
Utah
$4.3K +$1.37K +21 +47%
TFIPS
493
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.91K – – –
FFO
494
Fortitude Family Office
Arizona
$3.52K +$3.52K +54 New
CFO
495
CVA Family Office
Colorado
$3.45K – – –
GFPC
496
Global Financial Private Client
Florida
$3.4K – – –
OPTFSNA
497
Old Point Trust & Financial Services N A
Virginia
$3.26K – – –
CMBA
498
C.M. Bidwell & Associates
Hawaii
$3K – – –
CA
499
Crewe Advisors
Utah
$3K +$3K +46 New
IPW
500
Impact Partnership Wealth
Georgia
$2.97K – – –
18 19
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