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Roku
ROKU

Overview Fund Activity

535 hedge funds and large institutions have $6.87B invested in Roku in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+20
Holders Change %
+3.88%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
97
Increased
185
Reduced
147
Closed
71
Calls
$882M
Puts
$899M
Net Calls
-$17.5M
Net Calls Change
+$31.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$666M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$99.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$55.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$180M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$44.3M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$737M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$74.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$84.3M
4
CIM
4
Contrarius Investment Management
Jersey
$1.59M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
576
Lion Street Advisors
Texas
– -$218K -714 Closed
IGWM
577
ICA Group Wealth Management
Colorado
– -$40.6K -635 Closed
PI
578
PineBridge Investments
New York
– -$20.1K -315 Closed
MMG
579
Monetary Management Group
Missouri
– -$12.8K -200 Closed
HS
580
Horan Securities
United States
– -$12.4K -193 Closed
WWP
581
WR Wealth Planners
Missouri
– -$6.4K -100 Closed
AIM
582
Anchor Investment Management
South Carolina
– -$6.4K -100 Closed
TAM
583
Tucker Asset Management
Colorado
– -$6.4K -100 Closed
NC
584
NewSquare Capital
Pennsylvania
– -$4.16K -65 Closed
ODG
585
O'Dell Group
Ohio
– -$4.16K -65 Closed
FGAM
586
Financial Gravity Asset Management
Texas
– -$238 -64 Closed
CFO
587
CVA Family Office
Colorado
– -$3.39K -53 Closed
OPTFSNA
588
Old Point Trust & Financial Services N A
Virginia
– -$3.2K -50 Closed
CFGS
589
Concourse Financial Group Securities
Alabama
– -$3.2K -50 Closed
HCM
590
Hollencrest Capital Management
California
– -$3.2K -50 Closed
HWA
591
HHM Wealth Advisors
Tennessee
– -$3.2K -50 Closed
RAM
592
Riggs Asset Management
Pennsylvania
– -$3.2K -50 Closed
Point72 Asset Management
593
Point72 Asset Management
Connecticut
– -$2.78K -43 Closed
CCA
594
Column Capital Advisors
Indiana
– -$1.66K -26 Closed
2L
595
25 LLC
Missouri
– -$1.83K -24 Closed
CFS
596
CGC Financial Services
Oregon
– -$1.28K -20 Closed
WAS
597
Winch Advisory Services
Wisconsin
– -$1K -12 Closed
CWA
598
Clearview Wealth Advisors
Oregon
– -$640 -10 Closed
FA
599
Fiduciary Alliance
South Carolina
– -$576 -9 Closed
DI
600
Disciplined Investments
Oklahoma
– -$320 -5 Closed
21 22 23
24
25