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Roku
ROKU

Overview Fund Activity

646 hedge funds and large institutions have $11.6B invested in Roku in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-141
Holders Change %
-17.92%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.19%
New
85
Increased
231
Reduced
231
Closed
217
Calls
$1.51B
Puts
$1.92B
Net Calls
-$408M
Net Calls Change
+$89.7M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$352M
2
AIM
2
ARK Investment Management
Florida
$1.04B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$523M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.31B
5
NAMA
5
Nikko Asset Management Americas
New York
$544M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$141M
2
FAM
2
Fred Alger Management
New York
$0
3
CWM
3
CIBC World Markets
New York
$0
4
Jane Street
4
Jane Street
New York
$16.9M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
726
Cutter & Co Brokerage
Missouri
– -$342K -1,500 Closed
KA
727
Kovack Advisors
Florida
– -$340K -1,492 Closed
MYAM
728
Meiji Yasuda Asset Management
Japan
– -$333K -1,458 Closed
AWA
729
Arkadios Wealth Advisors
Georgia
– -$331K -1,450 Closed
UCFA
730
United Capital Financial Advisors
Texas
– -$331K -1,450 Closed
HCM
731
Howland Capital Management
Massachusetts
– -$330K -1,446 Closed
CWMU
732
Caliber Wealth Management (Utah)
Utah
– -$241K -1,437 Closed
SB
733
Strategic Blueprint
Georgia
– -$326K -1,427 Closed
OIA
734
OneDigital Investment Advisors
Kansas
– -$323K -1,417 Closed
ER
735
Enlightenment Research
Florida
– -$319K -1,400 Closed
E
736
Ergoteles
New York
– -$315K -1,380 Closed
PWM
737
Perigon Wealth Management
California
– -$312K -1,368 Closed
PFA
738
Professional Financial Advisors
Nebraska
– -$311K -1,362 Closed
SWM
739
SeaCrest Wealth Management
New York
– -$308K -1,351 Closed
DAM
740
Doheny Asset Management
California
– -$304K -1,334 Closed
FHA
741
Flagship Harbor Advisors
Massachusetts
– -$304K -1,331 Closed
BRWM
742
B. Riley Wealth Management
Tennessee
– -$299K -1,309 Closed
AGA
743
Accuvest Global Advisors
Utah
– -$299K -1,309 Closed
NL
744
NKCFO LLC
Illinois
– -$297K -1,300 Closed
BFIM
745
Beese Fulmer Investment Management
Ohio
– -$283K -1,240 Closed
WPW
746
Warther Private Wealth
Ohio
– -$288K -1,235 Closed
CWM
747
Cornerstone Wealth Management
Missouri
– -$272K -1,203 Closed
GAG
748
GM Advisory Group
New York
– -$270K -1,185 Closed
JSL
749
JT Stratford LLC
Georgia
– -$270K -1,183 Closed
PGWM
750
Parisi Gray Wealth Management
New Jersey
– -$269K -1,178 Closed
28 29
30
31 32