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Roku
ROKU

Overview Fund Activity

548 hedge funds and large institutions have $7.98B invested in Roku in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 166 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+16
Holders Change %
+3.01%
% of All Funds
7.3%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
100
Increased
170
Reduced
166
Closed
76
Calls
$917M
Puts
$974M
Net Calls
-$56.8M
Net Calls Change
-$45.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
2
Marshall Wace
Marshall Wace
United Kingdom
$174M
3
CCM
Cadian Capital Management
New York
$87.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$96.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$90M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$32.7M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
Millennium Management
Millennium Management
New York
$11.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$416M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$1.1M -$47.7K -642 -4%
GC
202
Guggenheim Capital
Illinois
$1.08M +$559K +7,518 +108%
UAG
203
United Advisor Group
Ohio
$1.07M +$9.66K +130 +0.9%
Corient Private Wealth
204
Corient Private Wealth
Florida
$1.05M +$4.83K +65 +0.5%
X
205
Xponance
Pennsylvania
$1.04M +$133K +1,783 +15%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$1.04M +$196K +2,640 +23%
OAC
207
OMERS Administration Corp
Ontario, Canada
$1.02M -$343K -4,608 -25%
CM
208
Caption Management
Oklahoma
$1.02M +$1.02M +13,700 New
GIA
209
Gateway Investment Advisers
Ohio
$1.01M +$4.83K +65 +0.5%
VI
210
Versor Investments
New York
$1.01M +$422K +5,681 +72%
JFG
211
Jefferies Financial Group
New York
$1.01M +$148K +1,988 +17%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$982K – – –
IC
213
IEQ Capital
California
$955K +$148K +1,990 +18%
Allianz Asset Management
214
Allianz Asset Management
Germany
$935K +$89.1K +1,198 +11%
MIC
215
Maxi Investments CY
Cyprus
$929K +$929K +12,500 New
Daiwa Securities Group
216
Daiwa Securities Group
Japan
$925K -$454K -6,110 -33%
VPIM
217
Vanguard Personalized Indexing Management
California
$905K -$966 -13 -0.1%
ICP
218
Interchange Capital Partners
Pennsylvania
$899K -$54.4K -745 -6%
QCM
219
Qsemble Capital Management
New York
$887K +$887K +11,934 New
AAS
220
Avantax Advisory Services
Texas
$842K +$26.2K +352 +3%
DT
221
Diversified Trust
Tennessee
$832K -$1.85M -24,860 -69%
OTL
222
Oak Thistle LLC
New York
$823K +$823K +11,074 New
TFS
223
Thoroughbred Financial Services
Tennessee
$815K -$7.43K -100 -0.9%
AWM
224
Axxcess Wealth Management
California
$810K -$400K -5,384 -33%
Credit Agricole
225
Credit Agricole
France
$783K -$91.4K -1,229 -10%
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