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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 %
MC
801
Maverick Capital
Texas
– -$42K -184 Closed
PCMC
802
Paragon Capital Management (Colorado)
Colorado
– -$40K -174 Closed
AWM
803
Atticus Wealth Management
Florida
– -$37K -160 Closed
KFP
804
KB Financial Partners
New Jersey
– -$34K -147 Closed
IAG
805
Investmark Advisory Group
Connecticut
– -$32K -141 Closed
BHWM
806
Beaird Harris Wealth Management
Texas
– -$30K -130 Closed
PO
807
Private Ocean
California
– -$23K -100 Closed
YAL
808
Your Advocates Ltd
Texas
– -$23K -100 Closed
PMFA
809
Plante Moran Financial Advisors
Michigan
– -$23K -100 Closed
1832 Asset Management
810
1832 Asset Management
Ontario, Canada
– -$22K -93 Closed
BWA
811
BDO Wealth Advisors
Florida
– -$19K -85 Closed
AWA
812
Amplius Wealth Advisors
Pennsylvania
– -$19K -84 Closed
MTWM
813
Masso Torrence Wealth Management
New Jersey
– -$19K -82 Closed
SOW
814
State of Wyoming
Wyoming
– -$16K -68 Closed
WWM
815
Wagner Wealth Management
South Carolina
– -$15K -67 Closed
JWM
816
Janiczek Wealth Management
Colorado
– -$15K -67 Closed
SFM
817
Signet Financial Management
New Jersey
– -$14K -62 Closed
WAS
818
Winch Advisory Services
Wisconsin
– -$14K -62 Closed
CWS
819
Confluence Wealth Services
Pennsylvania
– -$12K -55 Closed
PAI
820
Pittenger & Anderson Inc
Nebraska
– -$11K -50 Closed
AP
821
Arlington Partners
Alabama
– -$10K -44 Closed
RPCONE
822
Retirement Planning Company of New England
Rhode Island
– -$9K -41 Closed
EWM
823
Edge Wealth Management
New York
– -$9K -40 Closed
RIM
824
Rockbridge Investment Management
New York
– -$9K -40 Closed
SFO
825
Standard Family Office
South Dakota
– -$7K -31 Closed
30 31 32
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