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Roku
ROKU

Overview Fund Activity

500 hedge funds and large institutions have $6.29B invested in Roku in 2020 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 179 increasing their positions, 135 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
11.04%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
124
Increased
179
Reduced
135
Closed
105
Calls
$900M
Puts
$1.09B
Net Calls
-$188M
Net Calls Change
+$307M

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$167M
2
AIM
2
ARK Investment Management
Florida
$148M
3
Goldman Sachs
3
Goldman Sachs
New York
$136M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$80.7M
5
American Century Companies
5
American Century Companies
Missouri
$113M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$49.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$163M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$4.29M
4
Ameriprise
4
Ameriprise
Minnesota
$29.9M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
576
FSA Wealth Management
Massachusetts
– -$27K -200 Closed
MGIA
577
Moneta Group Investment Advisors
Missouri
– -$25K -187 Closed
SIC
578
Samalin Investment Counsel
New York
– -$24K -181 Closed
MWP
579
Meridian Wealth Partners
Pennsylvania
– -$21K -154 Closed
SBL
580
Sargent Bickham Lagudis
Colorado
– -$19K -145 Closed
OSAM
581
O'Shaughnessy Asset Management
Connecticut
– -$15K -109 Closed
TCWM
582
Total Clarity Wealth Management
Illinois
– -$13K -100 Closed
TFA
583
Toth Financial Advisory
Virginia
– -$13K -100 Closed
BL
584
Balentine LLC
Georgia
– -$13K -95 Closed
OPS
585
Orion Portfolio Solutions
Nebraska
– -$6K -46 Closed
BRC
586
Bell Rock Capital
Delaware
– -$5K -40 Closed
HF
587
Halpern Financial
Virginia
– -$4.82K -36 Closed
LFA
588
Lighthouse Financial Advisors
Maryland
– -$3K -26 Closed
SAM
589
S.A. Mason
Michigan
– -$3K -25 Closed
BUB
590
BBVA USA Bancshares
Texas
– -$3K -21 Closed
CCA
591
Column Capital Advisors
Indiana
– -$1K -13 Closed
WCM
592
Wealthcare Capital Management
Virginia
– -$2K -12 Closed
PFBT
593
Parkside Financial Bank & Trust
Missouri
– -$1K -10 Closed
Federated Hermes
594
Federated Hermes
Pennsylvania
– -$1K -6 Closed
CAM
595
CenterStar Asset Management
Illinois
– -$270K – –
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