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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 %
CWM
501
Copia Wealth Management
Oregon
$1.64K +$1.64K +22 New
FWM
502
FLP Wealth Management
Arkansas
$1.64K +$1.64K +22 New
SIS
503
Sound Income Strategies
Florida
$1.49K – – –
CSB
504
City State Bank
Iowa
$1.49K – – –
1IA
505
1620 Investment Advisors
Massachusetts
$1.49K +$1.49K +20 New
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$1.34K +$74 +1 +6%
DRP
507
Decker Retirement Planning
Utah
$1.34K +$1.34K +18 New
HI
508
Hoey Investments
Pennsylvania
$1.19K – – –
DAM
509
Delta Asset Management
Tennessee
$1.12K – – –
GIA
510
GHP Investment Advisors
Colorado
$1.04K – – –
HCP
511
Hexagon Capital Partners
Arkansas
$1.04K +$744 +10 +250%
HWM
512
Hemington Wealth Management
Virginia
$1K -$3.35K -77 -77%
AA
513
AlphaMark Advisors
Kentucky
$1K – – –
BGAI
514
Bruce G. Allen Investments
Colorado
$966 – – –
AIC
515
Archer Investment Corporation
Indiana
$966 +$966 +13 New
CPG
516
Cornerstone Planning Group
New Jersey
$963 – – –
EWP
517
Elevation Wealth Partners
California
$893 – – –
WWP
518
WR Wealth Planners
Missouri
$892 – – –
SFG
519
Stonebridge Financial Group
Pennsylvania
$892 +$892 +12 New
Kayne Anderson Rudnick Investment Management
520
Kayne Anderson Rudnick Investment Management
California
$743 – – –
PPA
521
Painted Porch Advisors
California
$743 – – –
KFI
522
Key Financial Inc
Pennsylvania
$743 – – –
BCH
523
Berkshire Capital Holdings
California
$743 – – –
CFB
524
Cullen/Frost Bankers
Texas
$669 -$5.2K -70 -89%
WPA
525
West Paces Advisors
Georgia
$595 – – –
19 20
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