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Roku
ROKU

Overview Fund Activity

242 hedge funds and large institutions have $1.45B invested in Roku in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
82
Increased
80
Reduced
57
Closed
86
Calls
$156M
Puts
$236M
Net Calls
-$79.4M
Net Calls Change
-$47.7M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$47.4M
2
Fidelity International
2
Fidelity International
Bermuda
$94.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$194M
4
Wells Fargo
4
Wells Fargo
California
$55.5M
5
HAM
5
HHR Asset Management
New Jersey
$42.3M

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$0
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$0
3
HCM
3
Hitchwood Capital Management
New York
$0
4
MCM
4
Melvin Capital Management
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
126
Baker Avenue Asset Management
California
$502K +$502K +16,371 New
QSS
127
Quantitative Systematic Strategies
Florida
$478K +$478K +15,609 New
SSA
128
Schonfeld Strategic Advisors
New York
$472K +$472K +15,400 New
RMC
129
Regis Management Company
California
$468K – – –
GIM
130
Greylin Investment Management
Virginia
$458K -$6.13K -200 -1%
PAG
131
Private Advisor Group
New Jersey
$458K +$214K +6,999 +88%
P8IP
132
Pier 88 Investment Partners
California
$456K +$170K +5,550 +59%
OC
133
Oppenheimer & Co
New York
$445K -$1.61M -52,598 -78%
PPA
134
Parametric Portfolio Associates
Washington
$435K -$635K -20,727 -59%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$431K +$7.91K +258 +2%
LCM
136
Landscape Capital Management
New Jersey
$420K +$19.7K +643 +5%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$390K +$11.5K +376 +3%
SS
138
Sunbelt Securities
Texas
$381K +$381K +2,881 New
Creative Planning
139
Creative Planning
Kansas
$380K +$65K +2,125 +21%
KLCM
140
KG&L Capital Management
Louisiana
$363K +$363K +11,862 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$352K -$619K -20,194 -64%
HF
142
HRT Financial
New York
$341K +$341K +11,140 New
RE
143
RBC Europe
United Kingdom
$337K -$2.42K -79 -0.7%
NSEDCP
144
NJ State Employees Deferred Compensation Plan
New Jersey
$337K +$337K +11,000 New
WPW
145
Waldron Private Wealth
Pennsylvania
$329K +$329K +10,750 New
GCM
146
Gables Capital Management
Florida
$313K +$313K +10,200 New
UBV
147
United Bank (Virginia)
Virginia
$306K +$306K +10,000 New
ZIM
148
Zacks Investment Management
Illinois
$306K +$306K +10,000 New
Lido Advisors
149
Lido Advisors
California
$306K +$306K +10,000 New
NIM
150
Needham Investment Management
New York
$306K +$306K +10,000 New
4 5
6
7 8