Roku
ROKU
113 hedge funds and large institutions have $533M invested in Roku in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 27 closing their positions.
152% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 27
57% more funds holding
Funds holding: 72 → 113 (+41)
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $580M → $533M (-$46.8M)
50% less call options, than puts
Call options by funds: $99.7M | Put options by funds: $201M
89.26% less ownership
Funds ownership: 145.86% → 56.6% (-89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$24.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.88M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$369M |
| 2 |
Citigroup
New York
|
-$44.2M |
| 3 |
Tiger Global Management
New York
|
-$39.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.8M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$12.9M |
ROKU Hedge Fund Activity: Q4 2017 in Review
113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2017, worth a combined $533M — down 8.1% from $580M a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new ROKU positions and 27 closed out — a net gain of 41 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Vanguard Group, adding an estimated $44.5M. The largest seller was Fidelity Investments, cutting an estimated $369M.
- 113 institutional investors held Roku (ROKU) as of Q4 2017, up from 72 in Q3 2017.
- Funds reported $533M of Roku stock for Q4 2017, down 8.1% quarter-over-quarter.
- 68 funds opened new Roku positions in Q4 2017 and 27 closed out, a net change of +41 holders.
- The largest Roku buyer in Q4 2017 was Vanguard Group, an estimated $44.5M added.
- The largest Roku seller in Q4 2017 was Fidelity Investments, an estimated $369M sold.
Based on aggregated 13F filings for Q4 2017.