Roku
ROKU
574 hedge funds and large institutions have $6.55B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 102 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 184
5% less funds holding
Funds holding: 604 → 574 (-30)
5.7% less ownership
Funds ownership: 85.39% → 79.69% (-5.7%)
13% less call options, than puts
Call options by funds: $737M | Put options by funds: $852M
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
20% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 102
33% less capital invested
Capital invested by funds: $9.78B → $6.55B (-$3.23B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$236M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$136M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$113M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$248M |
| 2 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$177M |
| 3 |
Two Sigma Advisers
New York
|
-$157M |
| 4 |
Morgan Stanley
New York
|
-$136M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$114M |
ROKU Hedge Fund Activity: Q1 2024 in Review
574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2024, worth a combined $6.55B — down 33% from $9.78B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of ROKU and 82 opened new positions — a net loss of 20 holders — while 184 trimmed existing stakes and 207 added.
The largest buyer was ARK Investment Management, adding an estimated $236M. The largest seller was D.E. Shaw & Co, cutting an estimated $248M.
- 574 institutional investors held Roku (ROKU) as of Q1 2024, down from 604 in Q4 2023.
- Funds reported $6.55B of Roku stock for Q1 2024, down 33% quarter-over-quarter.
- 82 funds opened new Roku positions in Q1 2024 and 102 closed out, a net change of -20 holders.
- The largest Roku buyer in Q1 2024 was ARK Investment Management, an estimated $236M added.
- The largest Roku seller in Q1 2024 was D.E. Shaw & Co, an estimated $248M sold.
Based on aggregated 13F filings for Q1 2024.