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Roku
ROKU

Overview Fund Activity

548 hedge funds and large institutions have $7.98B invested in Roku in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 166 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+16
Holders Change %
+3.01%
% of All Funds
7.3%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
100
Increased
170
Reduced
166
Closed
76
Calls
$917M
Puts
$974M
Net Calls
-$56.8M
Net Calls Change
-$45.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
2
Marshall Wace
Marshall Wace
United Kingdom
$174M
3
CCM
Cadian Capital Management
New York
$87.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$96.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$90M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.7M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
Millennium Management
Millennium Management
New York
$11.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$416M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$5.28K +$595 +8 +13%
GWP
477
Gen-Wealth Partners
Michigan
$4.83K – – –
SWM
478
Spire Wealth Management
Virginia
$4.83K – – –
TFIPS
479
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.46K – – –
CFO
480
CVA Family Office
Colorado
$4.09K -$446 -6 -10%
ST
481
Smithfield Trust
Pennsylvania
$4K +$4K +60 New
S
482
Sachetta
Massachusetts
$3.72K – – –
OPTFSNA
483
Old Point Trust & Financial Services N A
Virginia
$3.72K – – –
DWM
484
Dogwood Wealth Management
Kansas
$3.72K +$3.72K +50 New
CMBA
485
C.M. Bidwell & Associates
Hawaii
$3.42K – – –
BLC
486
Brown, Lisle/Cummings
Rhode Island
$3.35K -$3.35K -45 -50%
CIM
487
Contravisory Investment Management
Massachusetts
$3.35K – – –
MTIC
488
Missouri Trust & Investment Company
Missouri
$3.35K – – –
CT
489
Colonial Trust
South Carolina
$3.12K +$3.12K +42 New
WTFG
490
Wood Tarver Financial Group
Idaho
$3K +$3K +45 New
TC
491
Trust Company
Kansas
$2.97K – – –
ICM
492
Islay Capital Management
Texas
$2.97K – – –
PP
493
PFS Partners
New Jersey
$2.9K – – –
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$2.6K -$13.1K -176 -83%
TCM
495
Tradewinds Capital Management
Washington
$2.23K – – –
DFC
496
DB Fitzpatrick & Co
Idaho
$2.23K +$743 +10 +50%
ZB
497
Zions Bancorporation
Utah
$2.01K – – –
RIL
498
Rothschild Investment LLC
Illinois
$1.93K – – –
AEPWM
499
Atlantic Edge Private Wealth Management
Florida
$1.86K +$1.86K +25 New
NSIM
500
North Star Investment Management
Illinois
$1.86K – – –
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