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Roku
ROKU

Overview Fund Activity

536 hedge funds and large institutions have $9B invested in Roku in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 193 increasing their positions, 146 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+36
Holders Change %
+7.2%
% of All Funds
11.02%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.29%
New
120
Increased
193
Reduced
146
Closed
81
Calls
$1.6B
Puts
$1.5B
Net Calls
+$101M
Net Calls Change
+$289M

Top Buyers

1
AIM
ARK Investment Management
Florida
$387M
2
BlackRock
BlackRock
New York
$668M
3
Vanguard Group
Vanguard Group
Pennsylvania
$994M
4
Franklin Resources
Franklin Resources
California
$111M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$238M
2
Fidelity International
Fidelity International
Bermuda
$326M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.3M
4
Goldman Sachs
Goldman Sachs
New York
$123M
5
Barclays
Barclays
United Kingdom
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
126
PEAK6 Investments
Illinois
$4.39M -$5.72M -49,115 -57%
Squarepoint
127
Squarepoint
New York
$4.3M -$4.4M -37,794 -51%
PAMU
128
Pictet Asset Management (UK)
United Kingdom
$4.11M +$391K +3,355 +11%
ZCI
129
Zevenbergen Capital Investments
Washington
$3.92M -$11.8M -101,225 -75%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$3.86M – – –
Canada Life
131
Canada Life
Manitoba, Canada
$3.79M +$22.5K +194 +0.6%
OC
132
Oppenheimer & Co
New York
$3.64M +$103K +882 +3%
PI
133
Putnam Investments
Massachusetts
$3.5M -$1.75M -14,994 -33%
DM
134
Diker Management
New York
$3.5M +$3.5M +30,000 New
PP
135
Paloma Partners
Connecticut
$3.47M +$3.37M +28,895 +3,337%
FAF
136
Fjarde Ap-fonden
Sweden
$3.39M +$46.6K +400 +1%
MCM
137
McKinley Capital Management
Alaska
$3.34M -$462K -3,965 -12%
AWM
138
Avitas Wealth Management
California
$3.28M +$1.21M +10,391 +59%
CSS
139
Cubist Systematic Strategies
Connecticut
$3.16M -$1.05M -8,983 -25%
SPC
140
Sigma Planning Corp
Michigan
$3.05M +$1.13M +9,730 +59%
BAM
141
Blueshift Asset Management
New Jersey
$2.97M +$1.45M +12,401 +95%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$2.95M +$1.31M +11,234 +80%
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$2.92M -$574K -4,928 -16%
DLCIG
144
D.L. Carlson Investment Group
New Hampshire
$2.91M +$1.36M +11,652 +87%
Creative Planning
145
Creative Planning
Kansas
$2.91M +$64.2K +551 +2%
SEI Investments
146
SEI Investments
Pennsylvania
$2.85M +$2.37M +20,365 +493%
PCIA
147
Prime Capital Investment Advisors
Kansas
$2.74M -$495K -4,248 -15%
PL
148
Parkwood LLC
Ohio
$2.73M +$902K +7,739 +49%
QOP
149
Quinn Opportunity Partners
Virginia
$2.73M +$2.73M +23,400 New
NA
150
NewEdge Advisors
Louisiana
$2.69M +$372K +3,192 +16%
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