ROKU icon

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
$818M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$131M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$479M
5
NAMA
Nikko Asset Management Americas
New York
$462M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28.1M
2
AM
AGF Management
Ontario, Canada
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$12.1M
4
Morgan Stanley
Morgan Stanley
New York
$95.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
501
Brown, Lisle/Cummings
Rhode Island
$2.93K -$16.6K -255 -85%
CIM
502
Contravisory Investment Management
Massachusetts
$2.93K -$326 -5 -10%
MTIC
503
Missouri Trust & Investment Company
Missouri
$2.93K – – –
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.93K – – –
TC
505
Trust Company
Kansas
$2.61K – – –
ICM
506
Islay Capital Management
Texas
$2.61K – – –
GWP
507
Gen-Wealth Partners
Michigan
$2.61K +$2.61K +40 New
PP
508
PFS Partners
New Jersey
$2.54K – – –
ME
509
McIlrath & Eck
Washington
$2.48K – – –
HFM
510
Hartford Financial Management
Connecticut
$2.28K – – –
JPWM
511
Jamison Private Wealth Management
Georgia
$2.15K – – –
PWMG
512
Private Wealth Management Group
New Jersey
$2.15K +$65 +1 +3%
S
513
Sachetta
Massachusetts
$2.02K – – –
TCM
514
Tradewinds Capital Management
Washington
$1.96K – – –
PS
515
PayPay Securities
Japan
$1.89K +$521 +8 +38%
JWA
516
JFS Wealth Advisors
Pennsylvania
$1.76K +$261 +4 +17%
CA
517
Clearstead Advisors
Ohio
$1.75K -$7.22K -120 -81%
CHA
518
Carmichael Hill & Associates
Maryland
$1.63K – – –
NSIM
519
North Star Investment Management
Illinois
$1.63K – – –
PPWM
520
PFG Private Wealth Management
Florida
$1.63K – – –
CPG
521
Cornerstone Planning Group
New Jersey
$1.6K +$887 +15 +125%
SIS
522
Sound Income Strategies
Florida
$1.37K +$1.37K +21 New
BHWM
523
Beaird Harris Wealth Management
Texas
$1.3K – – –
FP
524
Financial Perspectives
Minnesota
$1.3K – – –
First Manhattan
525
First Manhattan
New York
$1.3K – – –
19 20
21
22 23