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Roku
ROKU

Overview Fund Activity

550 hedge funds and large institutions have $5.45B invested in Roku in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 183 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-43
Holders Change %
-7.25%
% of All Funds
9.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
185
Reduced
183
Closed
101
Calls
$758M
Puts
$1.07B
Net Calls
-$315M
Net Calls Change
-$274M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$109M
2
AIM
ARK Investment Management
Florida
$672M
3
NAMA
Nikko Asset Management Americas
New York
$401M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$103M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$418M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$403M
3
Allianz Asset Management
Allianz Asset Management
Germany
$777K
4
Marshall Wace
Marshall Wace
United Kingdom
$16.3M
5
CMG
Cavalry Management Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
501
Clearview Wealth Advisors
Oregon
$2K +$2K +30 New
MA
502
MUFG Americas
New York
$2K +$2K +35 New
SWA
503
Sutton Wealth Advisors
Florida
$1.69K -$9.98K -177 -86%
TAM
504
Tucker Asset Management
Colorado
$1.56K +$1.56K +28 New
PI
505
PFS Investments
Georgia
$1.22K +$119 +2,104 +11%
FP
506
Financial Perspectives
Minnesota
$1.13K – – –
BCH
507
Berkshire Capital Holdings
California
$1K -$7.86M -78,590 -100%
CFO
508
CVA Family Office
Colorado
$1K -$16.8K -185 -94%
CT
509
Cambridge Trust
Massachusetts
$1K -$4K -100 -80%
GWSG
510
GPS Wealth Strategies Group
Colorado
$1K -$3.1K -31 -76%
EWA
511
EverSource Wealth Advisors
Alabama
$1K -$591 -13 -37%
LF
512
Lee Financial
Texas
$1K -$83 -2 -8%
MS
513
Mizuho Securities
Japan
$1K -$63 -1 -6%
FCA
514
FinTrust Capital Advisors
South Carolina
$1K – – –
BWM
515
Baystate Wealth Management
Massachusetts
$1K – – –
CCA
516
Column Capital Advisors
Indiana
$1K – – –
WAS
517
Winch Advisory Services
Wisconsin
$1K – – –
BCM
518
Blume Capital Management
California
$1K – – –
SFO
519
Standard Family Office
South Dakota
$1K – – –
AFS
520
Annapolis Financial Services
Maryland
$1K – – –
CSB
521
City State Bank
Iowa
$1K – – –
HWM
522
HighMark Wealth Management
Minnesota
$1K – – –
FIA
523
FNY Investment Advisers
New York
$1K +$250 +5 +33%
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +20 New
BHWM
525
Beaird Harris Wealth Management
Texas
$1K +$1K +20 New
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