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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 %
CWG
201
Cornerstone Wealth Group
North Carolina
$1.11M +$1.11M +9,506 New
FC
202
FORA Capital
Florida
$1.1M +$385K +3,303 +54%
APA
203
American Portfolios Advisors
New York
$1.08M -$165K -1,417 -13%
CA
204
Cetera Advisors
Colorado
$1.07M +$199K +1,707 +23%
CAM
205
Contour Asset Management
New York
$1.06M +$1.06M +9,090 New
WSFS
206
Wilmington Savings Fund Society
Delaware
$1.04M – – –
CRC
207
Curi RMB Capital
Illinois
$1.02M +$15.1K +130 +2%
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$942K +$244K +2,098 +35%
PP
209
PDT Partners
New York
$933K +$933K +8,010 New
DSAM
210
Dock Street Asset Management
Florida
$919K +$919K +7,888 New
AFC
211
AFT Forsyth & Company
Florida
$915K +$170K +1,455 +23%
MF
212
Magnetar Financial
Illinois
$915K +$915K +7,854 New
Russell Investments Group
213
Russell Investments Group
United Kingdom
$896K -$336K -2,903 -27%
KFP
214
KMG Fiduciary Partners
Ohio
$891K +$2.1K +18 +0.2%
HIIFS
215
Harel Insurance Investments & Financial Services
Israel
$869K +$748K +6,426 +621%
TVWM
216
Tower View Wealth Management
Wisconsin
$867K +$867K +7,444 New
PIM
217
Platinum Investment Management
Australia
$862K – – –
FHB
218
First Hawaiian Bank
Hawaii
$861K +$327K +2,805 +61%
SBIA
219
Sheaff Brock Investment Advisors
Indiana
$846K +$122K +1,050 +17%
IAA
220
Independent Advisor Alliance
North Carolina
$846K +$415K +3,560 +96%
VIA
221
Vident Investment Advisory
Georgia
$838K +$89.7K +770 +12%
MML Investors Services
222
MML Investors Services
Massachusetts
$835K +$131K +1,121 +19%
MWM
223
Meridian Wealth Management
Kentucky
$828K -$250K -2,149 -23%
GVAG
224
Great Valley Advisor Group
Delaware
$825K -$281K -2,408 -25%
SAM
225
Shell Asset Management
Netherlands
$816K -$154K -1,321 -16%
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