Roku
ROKU
538 hedge funds and large institutions have $9B invested in Roku in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 194 increasing their positions, 147 reducing their positions, and 81 closing their positions.
48% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 81
43% more capital invested
Capital invested by funds: $6.29B → $9B (+$2.71B)
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
32% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 147
7% more funds holding
Funds holding: 502 → 538 (+36)
7% more call options, than puts
Call options by funds: $1.6B | Put options by funds: $1.5B
0.26% less ownership
Funds ownership: 75.97% → 75.71% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$187M |
| 2 |
BlackRock
New York
|
+$94M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$92.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$74.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$364M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$114M |
| 3 |
JP Morgan Chase
New York
|
-$65M |
| 4 |
Goldman Sachs
New York
|
-$56.5M |
| 5 |
Barclays
London,
United Kingdom
|
-$40.9M |
ROKU Hedge Fund Activity: Q2 2020 in Review
538 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q2 2020, worth a combined $9B — up 43% from $6.29B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new ROKU positions and 81 closed out — a net gain of 39 holders — while 194 added to existing stakes and 147 trimmed.
The largest buyer was ARK Investment Management, adding an estimated $187M. The largest seller was Morgan Stanley, cutting an estimated $364M.
- 538 institutional investors held Roku (ROKU) as of Q2 2020, up from 502 in Q1 2020.
- Funds reported $9B of Roku stock for Q2 2020, up 43% quarter-over-quarter.
- 120 funds opened new Roku positions in Q2 2020 and 81 closed out, a net change of +39 holders.
- The largest Roku buyer in Q2 2020 was ARK Investment Management, an estimated $187M added.
- The largest Roku seller in Q2 2020 was Morgan Stanley, an estimated $364M sold.
Based on aggregated 13F filings for Q2 2020.