Roku
ROKU
242 hedge funds and large institutions have $1.45B invested in Roku in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 86 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 57
5% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 86
3% less funds holding
Funds holding: 249 → 242 (-7)
12.8% less ownership
Funds ownership: 74.09% → 61.3% (-13%)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
34% less call options, than puts
Call options by funds: $156M | Put options by funds: $236M
61% less capital invested
Capital invested by funds: $3.7B → $1.45B (-$2.25B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$71.8M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$53.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$41.9M |
| 5 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
-$247M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$103M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$78.8M |
| 4 |
HCM
Hitchwood Capital Management
New York
|
-$73M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$69.4M |
ROKU Hedge Fund Activity: Q4 2018 in Review
242 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2018, worth a combined $1.45B — down 61% from $3.7B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of ROKU and 82 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 80 added.
The largest buyer was Artisan Partners, adding an estimated $71.8M. The largest seller was Coatue Management, exiting entirely with an estimated $247M sold.
- 242 institutional investors held Roku (ROKU) as of Q4 2018, down from 249 in Q3 2018.
- Funds reported $1.45B of Roku stock for Q4 2018, down 61% quarter-over-quarter.
- 82 funds opened new Roku positions in Q4 2018 and 86 closed out, a net change of -4 holders.
- The largest Roku buyer in Q4 2018 was Artisan Partners, an estimated $71.8M added.
- The largest Roku seller in Q4 2018 was Coatue Management, an estimated $247M sold.
Based on aggregated 13F filings for Q4 2018.