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Roku
ROKU

Overview Fund Activity

593 hedge funds and large institutions have $7.71B invested in Roku in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 225 increasing their positions, 177 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
-53
Holders Change %
-8.2%
% of All Funds
10.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
86
Increased
225
Reduced
177
Closed
129
Calls
$1.16B
Puts
$1.2B
Net Calls
-$41.1M
Net Calls Change
+$367M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$178M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$112M
3
NAMA
Nikko Asset Management Americas
New York
+$110M
4
DAM
Dorsey Asset Management
Illinois
+$61.1M
5
SCM
Spyglass Capital Management
California
+$57.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.5M
2
Franklin Resources
Franklin Resources
California
-$93.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$68.7M
5
Artisan Partners
Artisan Partners
Wisconsin
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
551
Standard Family Office
South Dakota
$2K +$2K +19 New
SOW
552
State of Wyoming
Wyoming
$2K +$2K +20 New
LF
553
Lee Financial
Texas
$2K +$2K +26 New
MFC
554
Mechanics Financial Corp
Ohio
$2K +$2K +27 New
FMB
555
Field & Main Bank
Kentucky
$2K +$2K +27 New
LFA
556
Level Financial Advisors
New York
$2K +$2K +30 New
SCM
557
Segantii Capital Management
Hong Kong
$1.68K +$1.68K +20,400 New
FP
558
Financial Perspectives
Minnesota
$1.64K +$1.64K +20 New
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.57K -18 -72%
MA
560
Montag & Associates
Georgia
$1K -$529 -9 -35%
FEG
561
Financial Enhancement Group
Indiana
$1K – – –
ME
562
McIlrath & Eck
Washington
$1K – – –
MA
563
MCF Advisors
Kentucky
$1K – – –
FPS
564
Fieldpoint Private Securities
Connecticut
$1K – – –
GIA
565
GHP Investment Advisors
Colorado
$1K – – –
CMBA
566
C.M. Bidwell & Associates
Hawaii
$1K – – –
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$1K +$67 +1 +7%
BTI
568
Blue Trust Inc
Georgia
$1K +$1K +7 New
SC
569
Schubert & Co
Texas
$1K +$1K +8 New
BCM
570
Blume Capital Management
California
$1K +$1K +12 New
WAS
571
Winch Advisory Services
Wisconsin
$1K +$1K +12 New
FIA
572
FNY Investment Advisers
New York
$1K +$1K +15 New
WWP
573
WR Wealth Planners
Missouri
$821 – – –
WPA
574
West Paces Advisors
Georgia
$657 – – –
RDIA
575
RE Dickinson Investment Advisors
Iowa
$3 – +1 +3%
21 22
23
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