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Roku
ROKU

Overview Fund Activity

868 hedge funds and large institutions have $38.6B invested in Roku in 2021 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 325 increasing their positions, 273 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+54
Holders Change %
+6.63%
% of All Funds
15.15%
Holding in Top 10
42
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+44.83%
% of All Funds
0.73%
New
148
Increased
325
Reduced
273
Closed
88
Calls
$4.9B
Puts
$5.48B
Net Calls
-$576M
Net Calls Change
+$179M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$580M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.28B
3
FAM
3
Fred Alger Management
New York
$383M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.43B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.63B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.87B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$365M
3
N
3
Natixis
France
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$190M
5
AIM
5
ARK Investment Management
Florida
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
476
Patten Group
Tennessee
$683K +$9.19K +20 +1%
PWM
477
PRW Wealth Management
Massachusetts
$683K +$683K +1,487 New
FHA
478
Flagship Harbor Advisors
Massachusetts
$680K +$25.3K +55 +4%
HIA
479
Harbor Investment Advisory
Maryland
$674K +$91.8K +200 +16%
SI
480
Stephens Inc
Arkansas
$664K +$44.1K +96 +7%
HCM
481
Howland Capital Management
Massachusetts
$663K +$663K +1,444 New
SWM
482
Spire Wealth Management
Virginia
$659K -$1.13M -2,463 -63%
PA
483
Pinnacle Associates
New York
$657K +$46.4K +101 +8%
Cerity Partners
484
Cerity Partners
New York
$657K +$343K +748 +110%
BFIM
485
Beese Fulmer Investment Management
Ohio
$654K +$175K +382 +37%
TI
486
Tidal Investments
Wisconsin
$654K +$654K +1,425 New
QTM
487
qPULA Trading Management
New York
$654K +$654K +1,425 New
LIM
488
Leavell Investment Management
Alabama
$652K – – –
FFS
489
Founders Financial Securities
Maryland
$646K +$646K +1,407 New
RSWM
490
Robertson Stephens Wealth Management
California
$642K +$642K +1,400 New
LFAS
491
Level Four Advisory Services
Texas
$639K -$35.8K -78 -5%
LFF
492
Level Four Financial
Texas
$632K +$267K +581 +73%
CF
493
Centaurus Financial
California
$629K -$188K -410 -23%
AWA
494
Arete Wealth Advisors
Illinois
$629K -$30.9K -89 -5%
VWM
495
Vigilare Wealth Management
Arizona
$627K +$32.2K +70 +5%
BRWM
496
B. Riley Wealth Management
Tennessee
$626K +$192K +419 +44%
GAG
497
GM Advisory Group
New York
$622K +$48.2K +105 +8%
SMC
498
Smith, Moore & Co
Missouri
$620K – – –
TIA
499
Trust Investment Advisors
Indiana
$619K +$619K +1,348 New
MCM
500
Marathon Capital Management
Maryland
$615K +$16.5K +36 +3%
18 19
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