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Roku
ROKU

72 hedge funds and large institutions have $580M invested in Roku in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

145.86% more ownership

Funds ownership: 0% → 145.86% (+146%)

Holders
72
Holders Change
+72
Holders Change %
–
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
72
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$318M
2
Tiger Global Management
Tiger Global Management
New York
+$37.5M
3
Citigroup
Citigroup
New York
+$32.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$30M
5
OAM
Oxford Asset Management
United Kingdom
+$11.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
51
Point72 Hong Kong
Hong Kong
$217K +$205K +8,191 New
OAM
52
Oppenheimer Asset Management
New York
$216K +$204K +8,139 New
Credit Agricole
53
Credit Agricole
France
$186K +$175K +7,000 New
SAM
54
Scopus Asset Management
New York
$186K +$175K +7,000 New
WAM
55
Wolverine Asset Management
Illinois
$132K +$125K +5,000 New
Wells Fargo
56
Wells Fargo
California
$49K +$46.3K +1,850 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$41K +$38.4K +1,533 New
FPF
58
FNY Partners Fund
New York
$39K +$37.5K +1,500 New
FA
59
Fortis Advisors
Pennsylvania
$27K +$25K +1,000 New
Legal & General Group
60
Legal & General Group
United Kingdom
$27K +$25K +1,000 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$17K +$16.3K +650 New
SIC
62
Salem Investment Counselors
North Carolina
$17K +$17.5K +700 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$15K +$14K +558 New
Bank of America
64
Bank of America
North Carolina
$13K +$12.5K +500 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$13K +$12.5K +500 New
MSFP
66
Mark Sheptoff Financial Planning
Connecticut
$13K +$12.5K +500 New
RE
67
RBC Europe
United Kingdom
$10.2K +$9.63K +385 New
TDC
68
Thompson Davis & Co
Virginia
$10K +$9.38K +375 New
CCA
69
Catalyst Capital Advisors
New York
$8K +$7.76K +310 New
PA
70
Parallel Advisors
California
$7K +$4.33K +173 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$6K +$5K +200 New
SSB
72
Sandy Spring Bank
Maryland
$5K +$5K +200 New
TRCT
73
Tower Research Capital (TRC)
New York
$2K +$2.23K +89 New
1 2
3

ROKU Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q3 2017, worth a combined $580M.

Buyers outnumbered sellers: 72 funds opened new ROKU positions and 0 closed out — a net gain of 72 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $318M.

  • 72 institutional investors held Roku (ROKU) as of Q3 2017, up from 0 in Q2 2017.
  • Funds reported $580M of Roku stock for Q3 2017.
  • 72 funds opened new Roku positions in Q3 2017 and 0 closed out, a net change of +72 holders.
  • The largest Roku buyer in Q3 2017 was Fidelity Investments, an estimated $318M added.

Based on aggregated 13F filings for Q3 2017.