Roku
ROKU
540 hedge funds and large institutions have $6.87B invested in Roku in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 150 reducing their positions, and 70 closing their positions.
39% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 70
24% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 150
8% more capital invested
Capital invested by funds: $6.34B → $6.87B (+$531M)
4% more funds holding
Funds holding: 519 → 540 (+21)
2% less call options, than puts
Call options by funds: $882M | Put options by funds: $899M
2.78% less ownership
Funds ownership: 80.36% → 77.58% (-2.8%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$338M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$75.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$60.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$50.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$48.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$118M |
| 2 |
D.E. Shaw & Co
New York
|
-$100M |
| 3 |
Two Sigma Investments
New York
|
-$99.7M |
| 4 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
-$75.2M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$68.1M |
ROKU Hedge Fund Activity: Q3 2023 in Review
540 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q3 2023, worth a combined $6.87B — up 8.4% from $6.34B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ROKU positions and 70 closed out — a net gain of 27 holders — while 186 added to existing stakes and 150 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $338M. The largest seller was ARK Investment Management, cutting an estimated $118M.
- 540 institutional investors held Roku (ROKU) as of Q3 2023, up from 519 in Q2 2023.
- Funds reported $6.87B of Roku stock for Q3 2023, up 8.4% quarter-over-quarter.
- 97 funds opened new Roku positions in Q3 2023 and 70 closed out, a net change of +27 holders.
- The largest Roku buyer in Q3 2023 was Fidelity Investments, an estimated $338M added.
- The largest Roku seller in Q3 2023 was ARK Investment Management, an estimated $118M sold.
Based on aggregated 13F filings for Q3 2023.