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Roku
ROKU

Overview Fund Activity

528 hedge funds and large institutions have $6.14B invested in Roku in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-40
Holders Change %
-7.04%
% of All Funds
7.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
63
Increased
162
Reduced
194
Closed
93
Calls
$629M
Puts
$618M
Net Calls
+$11.8M
Net Calls Change
+$127M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$859M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$40.7M
3
BlackRock
3
BlackRock
New York
$473M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$35.2M
5
Squarepoint
5
Squarepoint
New York
$79.7M

Top Sellers

1
SCM
1
Spyglass Capital Management
California
$0
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$413M
3
NAMA
3
Nikko Asset Management Americas
New York
$399M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.9M
5
Millennium Management
5
Millennium Management
New York
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
476
Tradewinds Capital Management
Washington
$1.8K – – –
MWA
477
MFA Wealth Advisors
Pennsylvania
$1.8K +$1.8K +30 New
ZB
478
Zions Bancorporation
Utah
$1.62K -$2.34K -39 -59%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$1.62K +$719 +12 +80%
CHA
480
Carmichael Hill & Associates
Maryland
$1.5K – – –
BIA
481
Bell Investment Advisors
California
$1.5K +$480 +8 +47%
HWA
482
HHM Wealth Advisors
Tennessee
$1.5K +$1.5K +25 New
NSIM
483
North Star Investment Management
Illinois
$1.5K – – –
RIL
484
Rothschild Investment LLC
Illinois
$1.5K +$1.5K +25 New
CP
485
Castleview Partners
Texas
$1.44K +$1.44K +24 New
ADL
486
Asset Dedication LLC
California
$1.26K +$1.14K +19 +950%
SIS
487
Sound Income Strategies
Florida
$1.2K -$60 -1 -5%
CSB
488
City State Bank
Iowa
$1.2K – – –
FP
489
Financial Perspectives
Minnesota
$1.2K – – –
GI
490
Gradient Investments
Minnesota
$1.02K – – –
AA
491
AlphaMark Advisors
Kentucky
$1K – – –
HFM
492
Harvest Fund Management
China
$1K – – –
HI
493
Hoey Investments
Pennsylvania
$959 – – –
CWP
494
Concord Wealth Partners
Virginia
$959 – – –
MFG
495
Mendota Financial Group
Wisconsin
$899 – – –
DAM
496
Delta Asset Management
Tennessee
$899 – – –
JWA
497
JFS Wealth Advisors
Pennsylvania
$840 -$780 -13 -48%
BGAI
498
Bruce G. Allen Investments
Colorado
$839 – – –
S
499
Sachetta
Massachusetts
$805 -$460 -8 -36%
EWP
500
Elevation Wealth Partners
California
$720 – – –
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