Roku
ROKU
503 hedge funds and large institutions have $6.29B invested in Roku in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 105 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 135
20% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 105
3% more funds holding
Funds holding: 487 → 503 (+16)
2.9% more ownership
Funds ownership: 73.04% → 75.94% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
19% less call options, than puts
Call options by funds: $852M | Put options by funds: $1.05B
30% less capital invested
Capital invested by funds: $8.96B → $6.29B (-$2.66B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$118M |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$109M |
| 3 |
Goldman Sachs
New York
|
+$106M |
| 4 |
JP Morgan Chase
New York
|
+$106M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$93.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$159M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$83.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$54.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$40.3M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$36.4M |
ROKU Hedge Fund Activity: Q1 2020 in Review
503 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2020, worth a combined $6.29B — down 30% from $8.96B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new ROKU positions and 105 closed out — a net gain of 21 holders — while 180 added to existing stakes and 135 trimmed.
The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $118M. The largest seller was Susquehanna International Group, cutting an estimated $159M.
- 503 institutional investors held Roku (ROKU) as of Q1 2020, up from 487 in Q4 2019.
- Funds reported $6.29B of Roku stock for Q1 2020, down 30% quarter-over-quarter.
- 126 funds opened new Roku positions in Q1 2020 and 105 closed out, a net change of +21 holders.
- The largest Roku buyer in Q1 2020 was Sumitomo Mitsui Trust Group, an estimated $118M added.
- The largest Roku seller in Q1 2020 was Susquehanna International Group, an estimated $159M sold.
Based on aggregated 13F filings for Q1 2020.