Roku
ROKU
539 hedge funds and large institutions have $7.96B invested in Roku in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 159 increasing their positions, 196 reducing their positions, and 68 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
29% more capital invested
Capital invested by funds: $6.15B → $7.96B (+$1.81B)
12% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 68
2.92% more ownership
Funds ownership: 80.88% → 83.79% (+2.9%)
1% more funds holding
Funds holding: 534 → 539 (+5)
1% less call options, than puts
Call options by funds: $768M | Put options by funds: $779M
19% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$132M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$116M |
| 3 |
Holocene Advisors
New York
|
+$111M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$54.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$95.8M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$72.5M |
| 3 |
Squarepoint
New York
|
-$64.3M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$39.7M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
-$28.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
601
Concord Wealth Partners
Abingdon,
Virginia
| – | -$959 | -16 | Closed |
|
602
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$719 | -12 | Closed |
|
|
IC
603
Innealta Capital
Austin,
Texas
| – | -$719 | -12 | Closed |
|
|
CMA
604
Cedar Mountain Advisors
Lake Oswego,
Oregon
| – | -$659 | -11 | Closed |
|
|
CAM
605
Clarity Asset Management
Ames,
Iowa
| – | -$599 | -10 | Closed |
|
|
KA
606
Kozak & Associates
Highlands Ranch,
Colorado
| – | -$623 | -10 | Closed |
|
|
TAM
607
Tucker Asset Management
Littleton,
Colorado
| – | -$599 | -10 | Closed |
|
|
HIA
608
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$240 | -4 | Closed |
|
ROKU Hedge Fund Activity: Q3 2024 in Review
539 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q3 2024, worth a combined $7.96B — up 29% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new ROKU positions and 68 closed out — a net gain of 8 holders — while 159 added to existing stakes and 196 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $132M. The largest seller was ARK Investment Management, cutting an estimated $95.8M.
- 539 institutional investors held Roku (ROKU) as of Q3 2024, up from 534 in Q2 2024.
- Funds reported $7.96B of Roku stock for Q3 2024, up 29% quarter-over-quarter.
- 76 funds opened new Roku positions in Q3 2024 and 68 closed out, a net change of +8 holders.
- The largest Roku buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $132M added.
- The largest Roku seller in Q3 2024 was ARK Investment Management, an estimated $95.8M sold.
Based on aggregated 13F filings for Q3 2024.