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Roku
ROKU

Overview Fund Activity

568 hedge funds and large institutions have $6.54B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 205 increasing their positions, 181 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-31
Holders Change %
-5.18%
% of All Funds
8.23%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
81
Increased
205
Reduced
181
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
$818M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$131M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$479M
5
NAMA
Nikko Asset Management Americas
New York
$462M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28.1M
2
AM
AGF Management
Ontario, Canada
$0
3
Two Sigma Advisers
Two Sigma Advisers
New York
$12.1M
4
Morgan Stanley
Morgan Stanley
New York
$95.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
626
MGO One Seven
Ohio
– -$242K -2,639 Closed
RCG
627
Regatta Capital Group
California
– -$232K -2,535 Closed
OSAM
628
O'Shaughnessy Asset Management
Connecticut
– -$231K -2,522 Closed
CWA
629
Clarity Wealth Advisors
California
– -$226K -2,465 Closed
CB
630
Commerce Bank
Missouri
– -$224K -2,445 Closed
WE
631
Wealth Effects
Massachusetts
– -$222K -2,425 Closed
JSC
632
Jackson Square Capital
California
– -$220K -2,400 Closed
DC
633
Diametric Capital
Massachusetts
– -$217K -2,370 Closed
DILIC
634
Dai-ichi Life Insurance Company
Japan
– -$216K -2,358 Closed
VIP
635
Vista Investment Partners
Oklahoma
– -$215K -2,350 Closed
UCFA
636
United Capital Financial Advisors
Texas
– -$213K -2,321 Closed
MFAM
637
Motley Fool Asset Management
Virginia
– -$212K -2,310 Closed
LOAMU
638
Lombard Odier Asset Management (USA)
New York
– -$206K -2,244 Closed
GF
639
Gabelli Funds
New York
– -$202K -2,200 Closed
HCA
640
Harbor Capital Advisors
Illinois
– -$154K -1,676 Closed
MIFH
641
Migdal Insurance & Financial Holdings
Israel
– -$126K -1,360 Closed
GC
642
Garde Capital
Washington
– -$105K -1,142 Closed
PB
643
Pinnacle Bancorp
Nebraska
– -$70.7K -771 Closed
GWS
644
Glassman Wealth Services
Virginia
– -$51.1K -558 Closed
LA
645
LM Advisors
California
– -$27.5K -300 Closed
EA
646
Emerald Advisers
Pennsylvania
– -$22.9K -250 Closed
TWM
647
Tradition Wealth Management
Minnesota
– -$22K -245 Closed
OC
648
Oakworth Capital
Alabama
– -$20.6K -225 Closed
BCWM
649
Bartlett & Co Wealth Management
Ohio
– -$14.1K -150 Closed
WAS
650
Winch Advisory Services
Wisconsin
– -$13.7K -150 Closed
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