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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 %
M1FG
526
Mach-1 Financial Group
Arkansas
$356K +$356K +1,074 New
HWA
527
Heritage Wealth Advisors
Virginia
$346K -$8.31K -25 -2%
MC
528
Moors & Cabot
Massachusetts
$345K +$43.4K +130 +14%
CWM
529
Cornerstone Wealth Management
Missouri
$344K +$344K +1,035 New
FHC
530
First Heartland Consultants
Missouri
$343K +$343K +1,034 New
Verition Fund Management
531
Verition Fund Management
Connecticut
$340K -$145K -437 -30%
BFIM
532
Beese Fulmer Investment Management
Ohio
$340K +$340K +1,024 New
MOS
533
MGO One Seven
Ohio
$339K -$14.9K -45 -4%
MAM
534
Marotta Asset Management
Virginia
$339K +$339K +1,020 New
CI
535
Cigna Investments
Connecticut
$337K -$21.9K -66 -6%
QI
536
QS Investors
New York
$337K +$337K +1,014 New
APW
537
Aurora Private Wealth
New Jersey
$337K +$337K +1,015 New
SIS
538
Sound Income Strategies
Florida
$333K +$66.4K +200 +25%
CCP
539
Corient Capital Partners
California
$333K +$333K +1,003 New
CCM
540
CAAS Capital Management
New York
$332K -$332K -1,000 -50%
BWP
541
Baldwin Wealth Partners
Massachusetts
$332K – – –
MHR
542
Matthew Hamilton Rosenberg
$332K – – –
OGC
543
Oak Grove Capital
New Hampshire
$332K +$332K +1,000 New
BRA
544
Blue Rock Advisors
Minnesota
$332K +$332K +1,000 New
FFWM
545
Future Financial Wealth Management
Ohio
$332K +$332K +1,000 New
FWP
546
FAS Wealth Partners
Kansas
$332K +$332K +1,000 New
ECM
547
EMC Capital Management
Texas
$332K +$332K +1,000 New
WP
548
WMS Partners
Maryland
$332K +$332K +1,000 New
WWM
549
Western Wealth Management
Colorado
$328K -$60K -181 -15%
AWA
550
Arkadios Wealth Advisors
Georgia
$328K -$9.62K -29 -3%
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