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Roku
ROKU

Overview Fund Activity

550 hedge funds and large institutions have $5.45B invested in Roku in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 183 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-43
Holders Change %
-7.25%
% of All Funds
9.51%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
185
Reduced
183
Closed
101
Calls
$758M
Puts
$1.07B
Net Calls
-$315M
Net Calls Change
-$274M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$109M
2
AIM
ARK Investment Management
Florida
$672M
3
NAMA
Nikko Asset Management Americas
New York
$401M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$103M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$418M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$403M
3
Allianz Asset Management
Allianz Asset Management
Germany
$777K
4
Marshall Wace
Marshall Wace
United Kingdom
$16.3M
5
CMG
Cavalry Management Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
601
SeaCrest Wealth Management
New York
– -$45K -543 Closed
SIAP
602
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$38K -465 Closed
CWM
603
Curi Wealth Management
North Carolina
– -$32K -393 Closed
CTC
604
Central Trust Company
Missouri
– -$27K -329 Closed
AW
605
ACG Wealth
Georgia
– -$22K -268 Closed
AIP
606
Ahrens Investment Partners
Louisiana
– -$18K -223 Closed
BONH
607
Bank of New Hampshire
New Hampshire
– -$13K -160 Closed
SN
608
Sittner & Nelson
Oregon
– -$9K -106 Closed
1IA
609
1834 Investment Advisors
Wisconsin
– -$8K -100 Closed
SWM
610
Sugarloaf Wealth Management
Georgia
– -$8K -100 Closed
CI
611
CX Institutional
Indiana
– -$7K -85 Closed
KA
612
Kozak & Associates
Colorado
– -$6K -79 Closed
HR
613
Howe & Rusling
New York
– -$4K -50 Closed
CCM
614
Chilton Capital Management
Texas
– -$4K -48 Closed
AWM
615
Accel Wealth Management
Iowa
– -$3K -30 Closed
LFA
616
Level Financial Advisors
New York
– -$2K -30 Closed
FMB
617
Field & Main Bank
Kentucky
– -$2K -27 Closed
SOW
618
State of Wyoming
Wyoming
– -$2K -20 Closed
MA
619
MCF Advisors
Kentucky
– -$1K -14 Closed
FEG
620
Financial Enhancement Group
Indiana
– -$1K -11 Closed
WWP
621
WR Wealth Planners
Missouri
– -$821 -10 Closed
CMBA
622
C.M. Bidwell & Associates
Hawaii
– -$1K -8 Closed
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
– -$1K -7 Closed
CAM
624
CenterStar Asset Management
Illinois
– -$326K – –
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