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Roku
ROKU

Overview Fund Activity

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

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$332M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$161M
3
Morgan Stanley
3
Morgan Stanley
New York
$294M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1B
5
Citadel Advisors
5
Citadel Advisors
Florida
$81.2M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$123M
3
AIM
3
ARK Investment Management
Florida
$873M
4
NAMA
4
Nikko Asset Management Americas
New York
$517M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$540M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
551
PFG Private Wealth Management
Florida
$2.29K – – –
CHA
552
Carmichael Hill & Associates
Maryland
$2.29K +$2.29K +25 New
CIA
553
Cape Investment Advisory
Georgia
$2.2K +$2.2K +24 New
BIA
554
Bell Investment Advisors
California
$2.11K -$6.79K -74 -76%
JWA
555
JFS Wealth Advisors
Pennsylvania
$2.11K -$458 -5 -18%
VWM
556
Venturi Wealth Management
Texas
$2.11K +$2.11K +23 New
S
557
Sachetta
Massachusetts
$2.02K +$2.02K +22 New
CSB
558
City State Bank
Iowa
$2K – – –
PS
559
PayPay Securities
Japan
$1.96K +$559 +6 +40%
BHWM
560
Beaird Harris Wealth Management
Texas
$1.83K – – –
FP
561
Financial Perspectives
Minnesota
$1.83K – – –
First Manhattan
562
First Manhattan
New York
$1.83K +$1.83K +20 New
CWM
563
Cranbrook Wealth Management
Michigan
$1.74K +$1.74K +19 New
CWP
564
Concord Wealth Partners
Virginia
$1.47K -$275 -3 -16%
HI
565
Hoey Investments
Pennsylvania
$1.47K – – –
WTC
566
WhitTier Trust Company
Nevada
$1.47K +$1.47K +16 New
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$1.38K -$5.87K -64 -81%
DAM
568
Delta Asset Management
Tennessee
$1.38K – – –
AF
569
Advisornet Financial
Minnesota
$1.38K +$458 +5 +50%
MFG
570
Mendota Financial Group
Wisconsin
$1.38K +$1.38K +15 New
BGAI
571
Bruce G. Allen Investments
Colorado
$1.28K +$1.28K +14 New
CPG
572
Cornerstone Planning Group
New Jersey
$1.1K – – –
Kayne Anderson Rudnick Investment Management
573
Kayne Anderson Rudnick Investment Management
California
$1.01K +$916 +10 +1,000%
AA
574
AlphaMark Advisors
Kentucky
$1K -$909 -10 -48%
CPA
575
Clear Point Advisors
New York
$917 +$917 +10 New
21 22
23
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