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Roku
ROKU

Overview Fund Activity

532 hedge funds and large institutions have $7.87B invested in Roku in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 157 increasing their positions, 192 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.7%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
76
Increased
157
Reduced
192
Closed
68
Calls
$768M
Puts
$779M
Net Calls
-$11.2M
Net Calls Change
-$23M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$153M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$178M
3
Holocene Advisors
3
Holocene Advisors
New York
$129M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$115M
5
Citadel Advisors
5
Citadel Advisors
Florida
$121M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$838M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$66.5M
3
Squarepoint
3
Squarepoint
New York
$24.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
NAMA
5
Nikko Asset Management Americas
New York
$464M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
501
Cornerstone Planning Group
New Jersey
$917 – – –
EWP
502
Elevation Wealth Partners
California
$896 – – –
WWP
503
WR Wealth Planners
Missouri
$896 – – –
CPA
504
Clear Point Advisors
New York
$747 – – –
Kayne Anderson Rudnick Investment Management
505
Kayne Anderson Rudnick Investment Management
California
$747 – – –
BCH
506
Berkshire Capital Holdings
California
$747 – – –
PPA
507
Painted Porch Advisors
California
$747 – – –
KFI
508
Key Financial Inc
Pennsylvania
$747 +$598 +8 +400%
VAMG
509
Voisard Asset Management Group
Michigan
$747 +$747 +10 New
BIA
510
Bell Investment Advisors
California
$598 -$1.27K -17 -68%
ME
511
McIlrath & Eck
Washington
$597 -$2.24K -30 -79%
WPA
512
West Paces Advisors
Georgia
$597 – – –
MG
513
Mather Group
Illinois
$523 -$22.8K -305 -98%
AWM
514
AllSquare Wealth Management
New York
$523 +$523 +7 New
MA
515
Montag & Associates
Georgia
$448 – – –
OP
516
ORG Partners
Indiana
$447 – – –
WBC
517
West Branch Capital
Massachusetts
$374 – – –
MCM
518
MV Capital Management
Maryland
$374 +$299 +4 +400%
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$374 +$299 +4 +400%
ACM
520
Anfield Capital Management
California
$373 +$373 +5 New
PS
521
PayPay Securities
Japan
$299 -$598 -8 -67%
HCP
522
Hexagon Capital Partners
Arkansas
$299 +$299 +4 New
Pacer Advisors
523
Pacer Advisors
Pennsylvania
$299 +$299 +4 New
PWMG
524
Prestige Wealth Management Group
New Jersey
$224 – – –
DFA
525
DHJJ Financial Advisors
Illinois
$150 – – –
19 20
21
22 23