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Roku
ROKU

Overview Fund Activity

621 hedge funds and large institutions have $15.5B invested in Roku in 2020 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 225 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+85
Holders Change %
+15.86%
% of All Funds
12.56%
Holding in Top 10
26
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+85.71%
% of All Funds
0.53%
New
150
Increased
225
Reduced
160
Closed
62
Calls
$1.96B
Puts
$2.11B
Net Calls
-$152M
Net Calls Change
-$254M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$252M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$185M
3
AIM
ARK Investment Management
Florida
$747M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
5
BlackRock
BlackRock
New York
$1.18B

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$372M
2
Morgan Stanley
Morgan Stanley
New York
$255M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$404M
4
Goldman Sachs
Goldman Sachs
New York
$135M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
576
Manchester Financial
California
$6K +$1.06K +6 +21%
PFG
577
Pacific Financial Group
Washington
$6K +$6K +30 New
GI
578
Gradient Investments
Minnesota
$6K +$6K +30 New
LC
579
Lindbrook Capital
California
$6K +$6K +33 New
TPCW
580
TD Private Client Wealth
New York
$5.29K +$566 +3 +12%
BFC
581
Bedel Financial Consulting
Indiana
$5K – – –
CFD
582
Creative Financial Designs
Indiana
$5K – – –
CSPIA
583
Cary Street Partners Investment Advisory
Virginia
$5K +$5K +25 New
SFSIG
584
San Francisco Sentry Investment Group
California
$5K +$5K +25 New
FP
585
Fiduciary Planning
Florida
$5K +$5K +25 New
NNP
586
Nachman Norwood & Parrott
South Carolina
$5K +$5K +28 New
APWA
587
Atlas Private Wealth Advisors
New Jersey
$4K -$16K -80 -80%
EFSCE
588
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.76K +11 +79%
BCA
589
Berman Capital Advisors
Georgia
$4K +$4K +22 New
VCM
590
Versant Capital Management
Arizona
$3K – – –
JWA
591
JFS Wealth Advisors
Pennsylvania
$3K – – –
NL
592
NVWM LLC
Pennsylvania
$3K – – –
GWS
593
Glassman Wealth Services
Virginia
$3K +$2K +10 +200%
DAM
594
Delta Asset Management
Tennessee
$3K +$3K +15 New
GWMIA
595
Global Wealth Management Investment Advisory
Florida
$2K -$50K -250 -96%
HGWM
596
Harvest Group Wealth Management
Massachusetts
$2K -$1.8K -9 -47%
TCM
597
Tradewinds Capital Management
Washington
$2K – – –
ME
598
McIlrath & Eck
Washington
$2K – – –
CI
599
CX Institutional
Indiana
$2K – – –
RIA
600
RPG Investment Advisory
California
$2K – – –
22 23
24
25 26