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Roku
ROKU

Overview Fund Activity

787 hedge funds and large institutions have $27.2B invested in Roku in 2020 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 247 increasing their positions, 240 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+166
Holders Change %
+26.73%
% of All Funds
13.96%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.64%
New
226
Increased
247
Reduced
240
Closed
55
Calls
$3.46B
Puts
$4.32B
Net Calls
-$860M
Net Calls Change
-$708M

Top Buyers

1
AIM
ARK Investment Management
Florida
$1.79B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.55B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$276M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.04B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$214M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$49.7M
2
Fidelity International
Fidelity International
Bermuda
$883K
3
American Century Companies
American Century Companies
Missouri
$480M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$302M
5
AII
AGF Investments Inc
Ontario, Canada
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
451
FormulaFolio Investments
Michigan
$585K +$585K +1,761 New
BCM
452
Brookstone Capital Management
Illinois
$567K +$79.7K +240 +16%
CCB
453
Cutter & Co Brokerage
Missouri
$564K +$82.9K +250 +17%
DAM
454
Doheny Asset Management
California
$556K +$24.9K +75 +5%
PFO
455
Pathstone Family Office
New Jersey
$554K +$23.2K +70 +4%
FC
456
Forte Capital
New York
$550K -$155K -468 -22%
BCM
457
Bluefin Capital Management
New York
$545K +$545K +1,640 New
BFEC
458
Benjamin F. Edwards & Company
Missouri
$540K +$42.2K +127 +8%
PA
459
Pinnacle Associates
New York
$535K -$199K -600 -27%
WP
460
WealthShield Partners
North Carolina
$532K +$3.66K +11 +0.7%
SB
461
Strategic Blueprint
Georgia
$532K +$532K +1,602 New
LS
462
Livforsakringsbolaget Skandia
Sweden
$531K +$232K +700 +78%
KA
463
Kovack Advisors
Florida
$518K +$24.9K +75 +5%
MIC
464
Means Investment Company
Maine
$510K -$46.6K -100 -8%
TYCC
465
Texas Yale Capital Corp
Florida
$508K – – –
ALAM
466
Asahi Life Asset Management
Japan
$505K +$505K +1,520 New
PG
467
Patten Group
Tennessee
$500K -$5.97K -18 -1%
EDRH
468
Edmond de Rothschild Holding
Switzerland
$498K – – –
LFAS
469
Level Four Advisory Services
Texas
$497K -$34.8K -105 -7%
IA
470
IndexIQ Advisors
New York
$488K +$488K +1,471 New
JG
471
Jefferies Group
New York
$484K +$36.2K +109 +8%
KC
472
KCL Capital
New York
$482K -$130K -391 -21%
CIAS
473
Capital Investment Advisory Services
North Carolina
$481K +$16.9K +51 +4%
SHGA
474
Sand Hill Global Advisors
California
$480K +$480K +1,445 New
GAG
475
GM Advisory Group
New York
$478K +$46.5K +140 +11%
17 18
19
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