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Roku
ROKU

574 hedge funds and large institutions have $6.55B invested in Roku in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 207 increasing their positions, 184 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 184

5% less funds holding

Funds holding: 604 → 574 (-30)

5.7% less ownership

Funds ownership: 85.39% → 79.69% (-5.7%)

13% less call options, than puts

Call options by funds: $737M | Put options by funds: $852M

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

20% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 102

33% less capital invested

Capital invested by funds: $9.78B → $6.55B (-$3.23B)

Holders
574
Holders Change
-30
Holders Change %
-4.97%
% of All Funds
8.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
82
Increased
207
Reduced
184
Closed
102
Calls
$737M
Puts
$852M
Net Calls
-$115M
Net Calls Change
-$17.1M

Top Buyers

1
AIM
ARK Investment Management
Florida
+$236M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$190M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$136M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$113M
5
NAMA
Nikko Asset Management Americas
New York
+$113M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$248M
2
AM
AGF Management
Ontario, Canada
-$177M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$157M
4
Morgan Stanley
Morgan Stanley
New York
-$136M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M +$190M +2,444,450 +22%
AIM
2
ARK Investment Management
Florida
$818M +$236M +3,027,775 +32%
Vanguard Group
3
Vanguard Group
Pennsylvania
$779M +$7.21M +92,658 +0.8%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$479M +$113M +1,457,925 +25%
BlackRock
5
BlackRock
New York
$474M +$24.9M +319,905 +5%
NAMA
6
Nikko Asset Management Americas
New York
$462M +$113M +1,455,408 +26%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$200M -$468K -6,017 -0.2%
State Street
8
State Street
Massachusetts
$168M +$1.8M +23,117 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$134M +$6.28M +80,714 +4%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$131M +$136M +1,743,428 +653%
Morgan Stanley
11
Morgan Stanley
New York
$95.2M -$136M -1,749,170 -54%
Renaissance Technologies
12
Renaissance Technologies
New York
$83.9M -$36.6M -469,800 -27%
Millennium Management
13
Millennium Management
New York
$72.2M +$2.81M +36,064 +3%
Norges Bank
14
Norges Bank
Norway
$62M -$2.76M -35,487 -4%
Charles Schwab
15
Charles Schwab
California
$57.7M +$1.61M +20,630 +2%
Capital Fund Management (CFM)
16
Capital Fund Management (CFM)
France
$53.3M +$13.2M +169,296 +26%
Squarepoint
17
Squarepoint
New York
$52M +$33.7M +433,224 +119%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$42.2M +$6.27M +80,593 +14%
Northern Trust
19
Northern Trust
Illinois
$40.4M -$2.64M -33,967 -5%
SCM
20
Spyglass Capital Management
California
$38.7M -$1.88M -24,195 -4%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$37.7M -$106M -1,361,974 -70%
JP Morgan Chase
22
JP Morgan Chase
New York
$36.2M +$21.3M +273,399 +97%
SC
23
Sessa Capital
New York
$36M +$43M +552,616 New
Citadel Advisors
24
Citadel Advisors
Florida
$34.3M -$28M -359,481 -41%
N
25
Nuveen
North Carolina
$32.3M +$3.81M +48,920 +11%
1
2 3 4 5

ROKU Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2024, worth a combined $6.55B — down 33% from $9.78B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of ROKU and 82 opened new positions — a net loss of 20 holders — while 184 trimmed existing stakes and 207 added.

The largest buyer was ARK Investment Management, adding an estimated $236M. The largest seller was D.E. Shaw & Co, cutting an estimated $248M.

  • 574 institutional investors held Roku (ROKU) as of Q1 2024, down from 604 in Q4 2023.
  • Funds reported $6.55B of Roku stock for Q1 2024, down 33% quarter-over-quarter.
  • 82 funds opened new Roku positions in Q1 2024 and 102 closed out, a net change of -20 holders.
  • The largest Roku buyer in Q1 2024 was ARK Investment Management, an estimated $236M added.
  • The largest Roku seller in Q1 2024 was D.E. Shaw & Co, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2024.