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Roku
ROKU

Overview Fund Activity

486 hedge funds and large institutions have $8.96B invested in Roku in 2019 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 167 increasing their positions, 118 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+71
Holders Change %
+17.11%
% of All Funds
9.6%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
147
Increased
167
Reduced
118
Closed
69
Calls
$1.44B
Puts
$1.93B
Net Calls
-$494M
Net Calls Change
-$248M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$347M
3
BlackRock
BlackRock
New York
$693M
4
AIM
ARK Investment Management
Florida
$98.8M
5
Deutsche Bank
Deutsche Bank
Germany
$71M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$600M
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.17M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
526
MYDA Advisors
New York
– -$254K -2,500 Closed
ACM
527
Adalta Capital Management
New York
– -$250K -2,455 Closed
SL
528
Signition LP
New York
– -$236K -2,316 Closed
GAMA
529
Graticule Asia Macro Advisors
New York
– -$234K -2,300 Closed
CCFM
530
Clear Creek Financial Management
Washington
– -$293K -2,060 Closed
SSWM
531
Sheets Smith Wealth Management
North Carolina
– -$205K -2,011 Closed
CIAS
532
Capital Investment Advisory Services
North Carolina
– -$142K -1,399 Closed
PRC
533
Pearl River Capital
Michigan
– -$128K -1,254 Closed
GSWM
534
Golden State Wealth Management
California
– -$124K -1,214 Closed
WC
535
Weil Company
California
– -$102K -1,000 Closed
CAGAS
536
Capital Advisory Group Advisory Services
Minnesota
– -$72K -700 Closed
NCM
537
Nelson Capital Management
California
– -$69K -678 Closed
FIA
538
FNY Investment Advisers
New York
– -$68K -675 Closed
QT
539
Quantamental Technologies
New York
– -$57K -563 Closed
EWA
540
Evolution Wealth Advisors
Florida
– -$48K -470 Closed
CCA
541
Catalyst Capital Advisors
New York
– -$33K -322 Closed
FCH
542
Freestone Capital Holdings
Washington
– -$10.2K -259 Closed
TC
543
Truvestments Capital
Florida
– -$20K -200 Closed
PO
544
Private Ocean
California
– -$16K -150 Closed
SWP
545
Strategic Wealth Partners
Ohio
– -$10 -100 Closed
NC
546
NewSquare Capital
Pennsylvania
– -$7K -67 Closed
FEM
547
Fulcrum Equity Management
Texas
– -$4K -36 Closed
SWA
548
Sutton Wealth Advisors
Florida
– -$407 -4 Closed
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