ROKU icon

Roku
ROKU

Overview Fund Activity

532 hedge funds and large institutions have $7.87B invested in Roku in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 157 increasing their positions, 192 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
7.7%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
76
Increased
157
Reduced
192
Closed
68
Calls
$768M
Puts
$779M
Net Calls
-$11.2M
Net Calls Change
-$23M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$153M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$178M
3
Holocene Advisors
3
Holocene Advisors
New York
$129M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$115M
5
Citadel Advisors
5
Citadel Advisors
Florida
$121M

Top Sellers

1
AIM
1
ARK Investment Management
Florida
$838M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$66.5M
3
Squarepoint
3
Squarepoint
New York
$24.3M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
NAMA
5
Nikko Asset Management Americas
New York
$464M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
576
Ossiam
France
– -$109K -1,820 Closed
A
577
Allianz
Germany
– -$71.2K -1,188 Closed
WBC
578
Westpac Banking Corp
Australia
– -$62.1K -1,036 Closed
A
579
AlphaQuest
New York
– -$51.4K -857 Closed
BHWM
580
Beaird Harris Wealth Management
Texas
– -$39.7K -662 Closed
BBHC
581
Brown Brothers Harriman & Co
New York
– -$22.5K -375 Closed
RFG
582
RFP Financial Group
Georgia
– -$12K -200 Closed
TSWM
583
Tyler-Stone Wealth Management
Ohio
– -$9.77K -163 Closed
TCA
584
Trifecta Capital Advisors
Illinois
– -$7.79K -130 Closed
CFD
585
Creative Financial Designs
Indiana
– -$6.89K -115 Closed
AT
586
Arlington Trust
Alabama
– -$5.63K -94 Closed
CFGS
587
Concourse Financial Group Securities
Alabama
– -$4.49K -75 Closed
DF
588
Dunhill Financial
United Kingdom
– -$4.5K -75 Closed
OWA
589
Opal Wealth Advisors
New York
– -$2.1K -35 Closed
CP
590
Castleview Partners
Texas
– -$1.44K -24 Closed
ADL
591
Asset Dedication LLC
California
– -$1.26K -21 Closed
FP
592
Financial Perspectives
Minnesota
– -$1.2K -20 Closed
GI
593
Gradient Investments
Minnesota
– -$1.02K -17 Closed
CWP
594
Concord Wealth Partners
Virginia
– -$959 -16 Closed
1832 Asset Management
595
1832 Asset Management
Ontario, Canada
– -$719 -12 Closed
IC
596
Innealta Capital
Texas
– -$719 -12 Closed
CMA
597
Cedar Mountain Advisors
Oregon
– -$659 -11 Closed
KA
598
Kozak & Associates
Colorado
– -$623 -10 Closed
TAM
599
Tucker Asset Management
Colorado
– -$599 -10 Closed
CAM
600
Clarity Asset Management
Iowa
– -$599 -10 Closed
21 22 23
24
25