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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$49.7M
2
Fidelity International
2
Fidelity International
Bermuda
$883K
3
American Century Companies
3
American Century Companies
Missouri
$480M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$302M
5
AII
5
AGF Investments Inc
Ontario, Canada
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
501
Visionary Wealth Advisors
Illinois
$408K -$50.1K -151 -11%
HFM
502
Harvest Fund Management
China
$404K -$60.3K -182 -13%
UCFA
503
United Capital Financial Advisors
Texas
$403K -$150K -451 -27%
RIM
504
Redpoint Investment Management
Australia
$403K +$403K +1,215 New
CG
505
Cutler Group
California
$398K -$746K -2,248 -65%
HAG
506
HighPoint Advisor Group
Illinois
$395K +$395K +846 New
QI
507
Qtron Investments
Massachusetts
$394K +$394K +1,187 New
SSWM
508
Sheets Smith Wealth Management
North Carolina
$393K +$393K +1,185 New
VWM
509
Vigilare Wealth Management
Arizona
$392K -$168K -505 -30%
TNAM
510
Terra Nova Asset Management
New York
$385K +$385K +1,160 New
BCM
511
Beck Capital Management
Texas
$383K +$383K +1,154 New
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$380K -$6.97K -21 -2%
CF
513
Centaurus Financial
California
$379K +$73.1K +220 +24%
SMC
514
Smith, Moore & Co
Missouri
$379K +$379K +1,140 New
JSL
515
JT Stratford LLC
Georgia
$376K +$21.9K +66 +6%
LC
516
LCNB Corp
Ohio
$375K – – –
RJT
517
Raymond James Trust
Florida
$374K -$116K -350 -24%
AW
518
ACG Wealth
Georgia
$370K +$16.6K +50 +5%
RWM
519
RKL Wealth Management
Pennsylvania
$370K +$370K +1,115 New
FFN
520
Focus Financial Network
Minnesota
$369K +$9.96K +30 +3%
FFG
521
Fortem Financial Group
California
$365K -$133K -400 -27%
PAA
522
Peregrine Asset Advisers
Oregon
$364K +$364K +1,096 New
SM
523
Sciencast Management
New Jersey
$362K +$362K +1,045 New
MFS
524
Mirabella Financial Services
United Kingdom
$362K +$362K +1,090 New
ACM
525
Anfield Capital Management
California
$356K -$75.1K -226 -17%
19 20
21
22 23