531 hedge funds and large institutions have $6.58B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+37
Holders Change %
+7.49%
% of All Funds
8.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
118
Increased
162
Reduced
150
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
501
JFS Wealth Advisors
Pennsylvania
$1.25K +$66 +1 +6%
ME
502
McIlrath & Eck
Washington
$1.19K +$658 +10 +125%
GI
503
Gradient Investments
Minnesota
$1.12K -$19.7K -300 -95%
CFD
504
Creative Financial Designs
Indiana
$1.12K +$1.12K +17 New
HI
505
Hoey Investments
Pennsylvania
$1.05K +$1.05K +16 New
CSB
506
City State Bank
Iowa
$1K
WAS
507
Winch Advisory Services
Wisconsin
$1K
PS
508
PayPay Securities
Japan
$987 -$66 -1 -6%
DAM
509
Delta Asset Management
Tennessee
$987
BAAM
510
Baker Avenue Asset Management
California
$790 -$9.02K -137 -92%
BCM
511
Blume Capital Management
California
$790
EWP
512
Elevation Wealth Partners
California
$790 +$790 +12 New
GWSG
513
GPS Wealth Strategies Group
Colorado
$658 +$658 +10 New
LF
514
Lee Financial
Texas
$593
SIS
515
Strategic Investment Solutions
Illinois
$592 +$592 +9 New
WPA
516
West Paces Advisors
Georgia
$527
SC
517
Schubert & Co
Texas
$461 +$66 +1 +17%
MA
518
Montag & Associates
Georgia
$395
WBC
519
West Branch Capital
Massachusetts
$330
MAWCM
520
Mine & Arao Wealth Creation & Management
California
$330
CB
521
CNB Bank
Pennsylvania
$263
PO
522
Private Ocean
California
$263 +$263 +4 New
TF
523
TimeScale Financial
Massachusetts
$197
DI
524
Disciplined Investments
Oklahoma
$132
Kayne Anderson Rudnick Investment Management
525
Kayne Anderson Rudnick Investment Management
California
$66 +$66 +1 New