531 hedge funds and large institutions have $6.58B invested in Roku in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 162 increasing their positions, 150 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+37
Holders Change %
+7.49%
% of All Funds
8.5%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
118
Increased
162
Reduced
150
Closed
72
Calls
$920M
Puts
$966M
Net Calls
-$45.8M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
201
Ardsley Advisory Partners
Connecticut
$757K +$451K +6,850 +147%
GC
202
Guggenheim Capital
Illinois
$754K +$404K +6,140 +116%
IIA
203
IPG Investment Advisors
California
$747K +$747K +11,343 New
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$744K +$86.9K +1,320 +13%
VPIM
205
Vanguard Personalized Indexing Management
California
$743K -$443K -6,735 -37%
CA
206
Cetera Advisors
Colorado
$718K +$133K +2,014 +23%
Corient Private Wealth
207
Corient Private Wealth
Florida
$718K +$718K +10,904 New
BCIM
208
British Columbia Investment Management
British Columbia, Canada
$715K +$19.4K +294 +3%
AWM
209
Axxcess Wealth Management
California
$712K +$120K +1,816 +20%
Janus Henderson Group
210
Janus Henderson Group
United Kingdom
$692K -$262K -3,980 -27%
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$680K +$259K +3,933 +62%
AA
212
ALPS Advisors
Colorado
$671K -$534K -8,110 -44%
Truist Financial
213
Truist Financial
North Carolina
$671K +$56.4K +857 +9%
QT
214
Quantbot Technologies
New York
$643K +$643K +9,764 New
MF
215
Manchester Financial
California
$638K -$33.1K -503 -5%
MSRPS
216
Maryland State Retirement & Pension System
Maryland
$634K +$49.7K +755 +9%
NFSG
217
Newbridge Financial Services Group
Florida
$630K -$49K -745 -7%
WBC
218
Westpac Banking Corp
Australia
$607K
GIA
219
Gateway Investment Advisers
Ohio
$601K -$119K -1,815 -17%
American Century Companies
220
American Century Companies
Missouri
$592K +$189K +3,060 +47%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$590K +$20.4K +310 +4%
OC
222
Oppenheimer & Co
New York
$580K +$31.6K +480 +6%
CB
223
Commerce Bank
Missouri
$569K +$4.81K +73 +0.9%
NA
224
NewEdge Advisors
Louisiana
$562K +$67.9K +1,032 +14%
FA
225
FDx Advisors
Illinois
$548K