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Roku
ROKU

Overview Fund Activity

621 hedge funds and large institutions have $15.5B invested in Roku in 2020 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 225 increasing their positions, 160 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+85
Holders Change %
+15.86%
% of All Funds
12.56%
Holding in Top 10
26
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+85.71%
% of All Funds
0.53%
New
150
Increased
225
Reduced
160
Closed
62
Calls
$1.96B
Puts
$2.11B
Net Calls
-$152M
Net Calls Change
-$254M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$252M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$185M
3
AIM
ARK Investment Management
Florida
$747M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$107M
5
BlackRock
BlackRock
New York
$1.18B

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$372M
2
Morgan Stanley
Morgan Stanley
New York
$255M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$404M
4
Goldman Sachs
Goldman Sachs
New York
$135M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
651
Prelude Capital Management
New York
– -$76K -656 Closed
KPW
652
Kore Private Wealth
New York
– -$52K -450 Closed
KIG
653
Kessler Investment Group
Indiana
– -$47K -400 Closed
LWANC
654
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$45K -385 Closed
AWM
655
Apollon Wealth Management
South Carolina
– -$40K -345 Closed
SF
656
Synovus Financial
Georgia
– -$31K -269 Closed
AIL
657
AGF Investments LLC
Ontario, Canada
– -$24K -209 Closed
JPLA
658
Joseph P. Lucia & Associates
New York
– -$20K -175 Closed
TI
659
tru Independence
Oregon
– -$9 -110 Closed
CFG
660
Citizens Financial Group
Rhode Island
– -$12K -103 Closed
First Manhattan
661
First Manhattan
New York
– -$11K -100 Closed
TC
662
Truvestments Capital
Florida
– -$11K -100 Closed
SWM
663
Sugarloaf Wealth Management
Georgia
– -$12K -100 Closed
FWM
664
FSA Wealth Management
Massachusetts
– -$12K -100 Closed
MA
665
Modus Advisors
Minnesota
– -$9K -74 Closed
ST
666
Smithfield Trust
Pennsylvania
– -$6K -52 Closed
BWM
667
BerganKDV Wealth Management
Minnesota
– -$6K -50 Closed
RDWM
668
Red Door Wealth Management
Tennessee
– -$4K -36 Closed
MWA
669
MFA Wealth Advisors
Pennsylvania
– -$3.5K -30 Closed
EWP
670
Engrave Wealth Partners
Texas
– -$2K -20 Closed
ABC
671
Associated Banc-Corp
Wisconsin
– -$2K -16 Closed
BL
672
Balentine LLC
Georgia
– -$2K -16 Closed
BBA
673
Braun-Bostich & Associates
Pennsylvania
– -$1K -10 Closed
WOC
674
West Oak Capital
California
– -$1K -7 Closed
BWA
675
BDO Wealth Advisors
Florida
– -$1K -5 Closed
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