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

Top Sellers

1
Coatue Management
Coatue Management
New York
$0
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
HCM
Hitchwood Capital Management
New York
$0
4
MCM
Melvin Capital Management
New York
$0
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$110K – – –
NSIM
177
North Star Investment Management
Illinois
$92K +$92K +3,000 New
OAM
178
Oppenheimer Asset Management
New York
$78K -$54.3K -1,773 -41%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.4K +$68.2K +2,225 +742%
CWA
180
Clarus Wealth Advisors
Arizona
$75K +$75K +2,450 New
AIC
181
Ameritas Investment Company
Nebraska
$74K +$74K +2,406 New
CAM
182
CenterStar Asset Management
Illinois
$72K – – –
SWM
183
SeaCrest Wealth Management
New York
$65K +$44.6K +1,450 +218%
AAM
184
Advisors Asset Management
Colorado
$57K +$21.2K +690 +59%
IA
185
IFP Advisors
Florida
$50K -$149K -4,958 -75%
PG
186
Patten Group
Tennessee
$50K -$11.3K -370 -18%
EIM
187
Essex Investment Management
Massachusetts
$49K +$49K +1,591 New
EDRH
188
Edmond de Rothschild Holding
Switzerland
$46K – – –
CIAS
189
Capital Investment Advisory Services
North Carolina
$35K +$35K +1,129 New
HWA
190
Heritage Wealth Advisors
Virginia
$32K +$750 +25 +2%
IFAM
191
Institutional & Family Asset Management
Colorado
$31K – – –
FA
192
Fortis Advisors
Pennsylvania
$31K – – –
MOS
193
MGO One Seven
Ohio
$27K +$27K +900 New
FHA
194
First Horizon Advisors
Tennessee
$24K – – –
WCM
195
WealthBridge Capital Management
Ohio
$22K +$22K +720 New
NCM
196
Nelson Capital Management
California
$21K +$21K +678 New
US Bancorp
197
US Bancorp
Minnesota
$20K – – –
PRC
198
Pearl River Capital
Michigan
$13K +$13K +434 New
WIM
199
Westside Investment Management
California
$12.1K – – –
PFO
200
Pathstone Family Office
New Jersey
$12K +$12K +377 New
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8
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