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Roku
ROKU

Overview Fund Activity

787 hedge funds and large institutions have $21.2B invested in Roku in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 288 increasing their positions, 232 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
-33
Holders Change %
-4.02%
% of All Funds
12.15%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
156
Increased
288
Reduced
232
Closed
173
Calls
$3.37B
Puts
$3.87B
Net Calls
-$498M
Net Calls Change
+$513M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$455M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$429M
3
AIM
ARK Investment Management
Florida
+$296M
4
Jane Street
Jane Street
New York
+$279M
5
NAMA
Nikko Asset Management Americas
New York
+$257M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$298M
2
Wells Fargo
Wells Fargo
California
-$130M
3
SCM
Steadfast Capital Management
New York
-$111M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$89.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
376
Dynamic Advisor Solutions
Arizona
$630K -$588K -2,578 -48%
IIA
377
IPG Investment Advisors
California
$624K -$709K -3,104 -53%
BOH
378
Bank of Hawaii
Hawaii
$621K -$463K -2,028 -43%
FCBT
379
First Citizens Bank & Trust
North Carolina
$617K +$17.8K +78 +3%
KPWS
380
Kestra Private Wealth Services
Texas
$616K +$60.2K +264 +11%
GSWM
381
Golden State Wealth Management
California
$615K +$67K +294 +12%
ARG
382
Advisory Resource Group
Oklahoma
$602K +$602K +3,668 New
GVAG
383
Great Valley Advisor Group
Delaware
$596K -$2.06M -9,038 -78%
FIA
384
Foundations Investment Advisors
Arizona
$584K +$290K +1,633 +98%
EWA
385
EP Wealth Advisors
California
$581K +$45.9K +201 +9%
VWM
386
Vigilare Wealth Management
Arizona
$576K +$232K +1,019 +68%
RMC
387
Regis Management Company
California
$571K – – –
QT
388
Quantamental Technologies
New York
$568K +$278K +1,218 +96%
AIM
389
Axiom Investment Management
New York
$563K +$1.14K +5 +0.2%
SWM
390
Spire Wealth Management
Virginia
$563K +$469K +2,054 +499%
CAN
391
Claraphi Advisory Network
United States
$556K -$12.3K -54 -2%
DILIC
392
Dai-ichi Life Insurance Company
Japan
$554K – – –
Cerity Partners
393
Cerity Partners
New York
$553K +$226K +986 +69%
CWA
394
Clarity Wealth Advisors
California
$546K -$17.8K -78 -3%
SI
395
Stephens Inc
Arkansas
$543K +$124K +543 +30%
SF
396
Synovus Financial
Georgia
$543K +$190K +842 +54%
OIM
397
Oder Investment Management
California
$541K – – –
HH
398
Hilltop Holdings
Texas
$541K +$228K +998 +73%
BFM
399
Boothbay Fund Management
New York
$533K -$753K -3,299 -59%
SW
400
SkyOak Wealth
Michigan
$527K +$274K +1,200 +108%
14 15
16
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