814 hedge funds and large institutions have $26.5B invested in Roku in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 297 increasing their positions, 296 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+27
Holders Change %
+3.43%
% of All Funds
14.33%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.51%
New
132
Increased
297
Reduced
296
Closed
98
Calls
$3.14B
Puts
$3.89B
Net Calls
-$755M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Shares
Change %
DILIC
426
Dai-ichi Life Insurance Company
Japan
$790K
AFG
427
Alterity Financial Group
Maine
$785K +$785K +6,264 New
OIM
428
Oder Investment Management
California
$783K -$34.5K -106 -4%
BRWA
429
B. Riley Wealth Advisors
Florida
$779K +$204K +626 +35%
SFS
430
Sowell Financial Services
Arkansas
$770K -$85.6K -301 -10%
SSWM
431
Sheets Smith Wealth Management
North Carolina
$754K +$368K +1,130 +95%
VFA
432
Valeo Financial Advisors
Indiana
$753K +$80.5K +247 +12%
MGIA
433
Moneta Group Investment Advisors
Missouri
$746K +$286K +877 +62%
IA
434
IFG Advisory
Georgia
$738K -$307K -943 -29%
BA
435
Bellwether Advisors
Nebraska
$735K +$475K +1,461 +183%
TSS
436
Two Sigma Securities
New York
$728K +$728K +2,234 New
EWA
437
EP Wealth Advisors
California
$724K +$724K +2,221 New
SS
438
Simplicity Solutions
Minnesota
$724K +$724K +2,223 New
UR
439
USCA RIA
Texas
$717K +$24.4K +75 +4%
PCM
440
Prelude Capital Management
New York
$710K -$404K -1,240 -36%
YIH
441
Y-Intercept (HK)
Hong Kong
$710K +$710K +2,275 New
AAM
442
Advisors Asset Management
Colorado
$703K -$91.3K -280 -11%
MHS
443
M Holdings Securities
Oregon
$698K +$698K +2,142 New
JSC
444
Jackson Square Capital
California
$691K
JWCA
445
J.W. Cole Advisors
Florida
$687K -$94.7K -291 -12%
RWA
446
Redhawk Wealth Advisors
Minnesota
$674K -$32.9K -101 -5%
SWA
447
Stratos Wealth Advisors
Ohio
$662K
RHBC
448
R.H. Bluestein & Co
Michigan
$652K
LIM
449
Leavell Investment Management
Alabama
$652K
WAM
450
World Asset Management
Michigan
$647K -$45.6K -133 -7%