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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
$818M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$131M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$479M
5
NAMA
Nikko Asset Management Americas
New York
$462M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28.1M
2
AM
AGF Management
Ontario, Canada
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$12.1M
4
Morgan Stanley
Morgan Stanley
New York
$95.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
551
Kozak & Associates
Colorado
$613 – – –
PPC
552
Park Place Capital
Alabama
$587 – – –
AGWCA
553
Annis Gardner Whiting Capital Advisors
Florida
$522 +$522 +8 New
WPA
554
West Paces Advisors
Georgia
$521 – – –
WBC
555
West Branch Capital
Massachusetts
$326 – – –
MAWCM
556
Mine & Arao Wealth Creation & Management
California
$326 – – –
HIA
557
Harbor Investment Advisory
Maryland
$261 – – –
RAM
558
Riggs Asset Management
Pennsylvania
$261 +$261 +4 New
PWMG
559
Prestige Wealth Management Group
New Jersey
$196 – – –
SN
560
Sittner & Nelson
Oregon
$196 +$196 +3 New
JFGIW
561
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196 +$196 +3 New
DFA
562
DHJJ Financial Advisors
Illinois
$131 – – –
TWD
563
True Wealth Design
Ohio
$131 +$66 +1 +100%
KFI
564
Key Financial Inc
Pennsylvania
$130 – – –
CJ
565
Caitlin John
Michigan
$130 – – –
MCM
566
MV Capital Management
Maryland
$66 +$66 +1 New
DWM
567
Dogwood Wealth Management
Kansas
$1 -$2 – –
AM
568
AGF Management
Ontario, Canada
– -$177M -1,927,919 Closed
Voloridge Investment Management
569
Voloridge Investment Management
Florida
– -$114M -1,243,572 Closed
Lord, Abbett & Co
570
Lord, Abbett & Co
New Jersey
– -$75.6M -824,369 Closed
SPPAM
571
Summit Partners Public Asset Management
Massachusetts
– -$36.3M -396,131 Closed
OCM
572
Ogborne Capital Management
California
– -$13.1M -142,500 Closed
PFM
573
Privium Fund Management
Netherlands
– -$10.8M -120,000 Closed
FC
574
FORA Capital
Florida
– -$7.27M -79,316 Closed
SEC
575
Seven Eight Capital
New York
– -$6.3M -68,762 Closed
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