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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 %
BIA
526
Bell Investment Advisors
California
$595 – – –
PS
527
PayPay Securities
Japan
$595 +$298 +4 +100%
MG
528
Mather Group
Illinois
$520 – – –
AWM
529
AllSquare Wealth Management
New York
$520 – – –
CSWM
530
Cassady Schiller Wealth Management
Ohio
$520 +$520 +7 New
MA
531
Montag & Associates
Georgia
$447 – – –
OP
532
ORG Partners
Indiana
$446 – – –
AssetMark Inc
533
AssetMark Inc
California
$446 +$297 +4 +200%
NWWA
534
New Wave Wealth Advisors
Arkansas
$446 +$446 +6 New
DPW
535
DiNuzzo Private Wealth
Pennsylvania
$372 – – –
WBC
536
West Branch Capital
Massachusetts
$372 – – –
VHAM
537
Van Hulzen Asset Management
California
$372 +$372 +5 New
Pacer Advisors
538
Pacer Advisors
Pennsylvania
$297 – – –
MCM
539
MV Capital Management
Maryland
$224 -$149 -2 -40%
PWMG
540
Prestige Wealth Management Group
New Jersey
$224 – – –
PMIM
541
Prudent Man Investment Management
Colorado
$224 +$224 +3 New
WW
542
Winnow Wealth
Texas
$181 +$181 +3 New
CJ
543
Caitlin John
Michigan
$149 – – –
DFA
544
DHJJ Financial Advisors
Illinois
$149 – – –
TWD
545
True Wealth Design
Ohio
$149 +$75 +1 +100%
T
546
Transce3nd
Texas
$149 +$149 +2 New
MMCM
547
Murphy & Mullick Capital Management
New York
$149 +$149 +2 New
SAM
548
Synergy Asset Management
Washington
$149 +$149 +2 New
Holocene Advisors
549
Holocene Advisors
New York
– -$129M -1,728,028 Closed
Point72 Asset Management
550
Point72 Asset Management
Connecticut
– -$48.7M -651,658 Closed
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