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Roku
ROKU

Overview Fund Activity

249 hedge funds and large institutions have $3.7B invested in Roku in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 78 increasing their positions, 48 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+45
Holders Change %
+22.06%
% of All Funds
5.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.27%
New
93
Increased
78
Reduced
48
Closed
47
Calls
$501M
Puts
$533M
Net Calls
-$31.7M
Net Calls Change
+$13.7M

Top Buyers

1
Coatue Management
Coatue Management
New York
$247M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$396M
3
Vanguard Group
Vanguard Group
Pennsylvania
$347M
4
Morgan Stanley
Morgan Stanley
New York
$156M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83.1M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.22M
3
MCM
Melvin Capital Management
New York
$69.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$6.46M
5
BCMNY
Buckingham Capital Management (New York)
New York
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
176
Sheaff Brock Investment Advisors
Indiana
$344K +$344K +4,715 New
MC
177
Moors & Cabot
Massachusetts
$335K -$93.6K -1,275 -22%
MML Investors Services
178
MML Investors Services
Massachusetts
$318K +$318K +4,360 New
OAM
179
Oppenheimer Asset Management
New York
$316K +$316K +4,322 New
LWAC
180
Laurel Wealth Advisors (California)
California
$315K +$315K +4,325 New
HSA
181
HBK Sorce Advisory
Pennsylvania
$309K +$309K +4,235 New
IAA
182
Independent Advisor Alliance
North Carolina
$297K +$297K +3,885 New
UCFA
183
United Capital Financial Advisors
Texas
$297K +$297K +4,060 New
WS
184
Wedbush Securities
California
$294K +$294K +4,030 New
CIM
185
CIM Investment Management
Pennsylvania
$291K +$291K +3,984 New
Prudential Financial
186
Prudential Financial
New Jersey
$286K -$3.2M -43,813 -92%
BFEC
187
Benjamin F. Edwards & Company
Missouri
$281K +$171K +2,345 +156%
AIP
188
Ameritas Investment Partners
Nebraska
$263K – – –
HCMT
189
Highland Capital Management (Tennessee)
Tennessee
$256K +$256K +3,500 New
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
$254K +$254K +3,480 New
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$253K +$253K +3,460 New
SCM
192
Stevens Capital Management
Pennsylvania
$241K +$241K +3,303 New
SO
193
STRS Ohio
Ohio
$240K -$684K -9,400 -74%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$213K +$213K +2,916 New
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$168K +$168K +2,300 New
SPIA
196
Steward Partners Investment Advisory
New York
$164K +$65.6K +900 +67%
PG
197
Patten Group
Tennessee
$146K +$127K +1,746 +672%
SWP
198
Stratos Wealth Partners
Ohio
$130K +$130K +1,780 New
TRCT
199
Tower Research Capital (TRC)
New York
$128K +$128K +1,745 New
EDRH
200
Edmond de Rothschild Holding
Switzerland
$110K – – –
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8
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