Roku
ROKU
604 hedge funds and large institutions have $9.63B invested in Roku in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 177 increasing their positions, 185 reducing their positions, and 69 closing their positions.
106% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 69
40% more capital invested
Capital invested by funds: $6.87B → $9.63B (+$2.76B)
12% more funds holding
Funds holding: 540 → 604 (+64)
6.52% more ownership
Funds ownership: 77.58% → 84.1% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
4% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 185
8% less call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.29B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$214M |
| 2 |
Renaissance Technologies
New York
|
+$147M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$124M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$59M |
| 5 |
Two Sigma Advisers
New York
|
+$56.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$125M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$101M |
| 3 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$76.2M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
-$49.3M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$49.2M |
ROKU Hedge Fund Activity: Q4 2023 in Review
604 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2023, worth a combined $9.63B — up 40% from $6.87B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new ROKU positions and 69 closed out — a net gain of 73 holders — while 177 added to existing stakes and 185 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $214M. The largest seller was Marshall Wace, exiting entirely with an estimated $125M sold.
- 604 institutional investors held Roku (ROKU) as of Q4 2023, up from 540 in Q3 2023.
- Funds reported $9.63B of Roku stock for Q4 2023, up 40% quarter-over-quarter.
- 142 funds opened new Roku positions in Q4 2023 and 69 closed out, a net change of +73 holders.
- The largest Roku buyer in Q4 2023 was D.E. Shaw & Co, an estimated $214M added.
- The largest Roku seller in Q4 2023 was Marshall Wace, an estimated $125M sold.
Based on aggregated 13F filings for Q4 2023.