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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 %
LWANC
201
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$12K +385 New
NFG
202
Next Financial Group
Texas
$11K +$11K +354 New
FHA
203
Flagship Harbor Advisors
Massachusetts
$10K +$7.02K +235 +235%
CAGAS
204
Capital Advisory Group Advisory Services
Minnesota
$9K +$9K +300 New
VFA
205
Valeo Financial Advisors
Indiana
$8K -$9.9K -308 -55%
FQ
206
First Quadrant
California
$8K – – –
PA
207
Parallel Advisors
California
$8K +$2.93K +100 +58%
MSFP
208
Mark Sheptoff Financial Planning
Connecticut
$6K -$15K -500 -71%
Macquarie Group
209
Macquarie Group
Australia
$6K -$6K -200 -50%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$6K -$90 -3 -1%
SSB
211
Sandy Spring Bank
Maryland
$6K – – –
SBL
212
Sargent Bickham Lagudis
Colorado
$6K +$3.54K +115 +144%
IBOK
213
Independence Bank of Kentucky
Kentucky
$6K +$6K +200 New
CTC
214
Central Trust Company
Missouri
$6K +$6K +200 New
GWM
215
Geneos Wealth Management
Colorado
$5K -$6.43K -225 -56%
CHP
216
Cable Hill Partners
Oregon
$5K – – –
GI
217
GS Investments
Minnesota
$4.6K – – –
SWP
218
Strategic Wealth Partners
Ohio
$4K +$4K +100 New
HFM
219
Hartford Financial Management
Connecticut
$3K – – –
WAS
220
Winch Advisory Services
Wisconsin
$3K – – –
RWG
221
Regal Wealth Group
California
$3K – – –
BWL
222
Bogart Wealth LLC
Virginia
$3K +$500 +20 +20%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$3K +$3K +85 New
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +100 New
AIM
225
Advantage Investment Management
Iowa
$3K +$3K +100 New
7 8
9
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