599 hedge funds and large institutions have $9.77B invested in Roku in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 177 increasing their positions, 182 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+64
Holders Change %
+11.96%
% of All Funds
8.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
142
Increased
177
Reduced
182
Closed
69
Calls
$1.2B
Puts
$1.29B
Net Calls
-$97.7M
Net Calls Change
-$80.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
526
McGlone Suttner Wealth Management
Wisconsin
$4.86K +$4.86K +53 New
CFO
527
CVA Family Office
Colorado
$4.86K +$4.86K +53 New
BWM
528
Baystate Wealth Management
Massachusetts
$4.7K +$2.4K +26 +104%
GBT
529
Grove Bank & Trust
Florida
$4.58K -$9.81K -107 -68%
CIM
530
Contravisory Investment Management
Massachusetts
$4.58K
CAM
531
Clarity Asset Management
Iowa
$4.58K +$4.58K +50 New
OPTFSNA
532
Old Point Trust & Financial Services N A
Virginia
$4.58K +$4.58K +50 New
LWCFA
533
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.4K
CMBA
534
C.M. Bidwell & Associates
Hawaii
$4.22K
IPW
535
Impact Partnership Wealth
Georgia
$4.18K -$2.27K -25 -35%
ZB
536
Zions Bancorporation
Utah
$4.13K -$733 -8 -15%
MTIC
537
Missouri Trust & Investment Company
Missouri
$4.13K
TC
538
Trust Company
Kansas
$3.67K
ICM
539
Islay Capital Management
Texas
$3.67K
SA
540
Scarborough Advisors
Maryland
$3.67K +$3.67K +40 New
PP
541
PFS Partners
New Jersey
$3.58K
ME
542
McIlrath & Eck
Washington
$3.48K +$1.83K +20 +111%
HFM
543
Hartford Financial Management
Connecticut
$3.21K
JPWM
544
Jamison Private Wealth Management
Georgia
$3.03K
VNA
545
Valley National Advisers
Pennsylvania
$3K +$3K +35 New
PWMG
546
Private Wealth Management Group
New Jersey
$2.93K +$2.93K +32 New
TCM
547
Tradewinds Capital Management
Washington
$2.75K
GG
548
Greenwood Gearhart
Arkansas
$2.75K +$2.75K +30 New
CAC
549
Core Alternative Capital
Georgia
$2.29K -$367 -4 -14%
NSIM
550
North Star Investment Management
Illinois
$2.29K