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 %
HSA
526
HBK Sorce Advisory
Pennsylvania
$398K +$104K +320 +35%
JSL
527
JT Stratford LLC
Georgia
$396K +$27.4K +84 +7%
SP
528
Symmetry Partners
Connecticut
$392K +$102K +312 +35%
LDFR
529
Lehman & Derafelo Financial Resources
Pennsylvania
$391K -$32.6K -100 -8%
FAIM
530
Financial Advocates Investment Management
Washington
$376K +$65.2K +200 +21%
HCM
531
Hollencrest Capital Management
California
$376K +$376K +1,153 New
CCM
532
Canal Capital Management
Virginia
$373K +$81.8K +251 +28%
CWM
533
Cornerstone Wealth Management
Missouri
$372K +$34.9K +107 +10%
BW
534
Bison Wealth
Georgia
$368K -$36.8K -113 -9%
LC
535
LCNB Corp
Ohio
$368K
NFG
536
Next Financial Group
Texas
$367K -$91.2K -280 -20%
AWM
537
Apollon Wealth Management
South Carolina
$366K -$77.8K -239 -18%
AWA
538
Arkadios Wealth Advisors
Georgia
$364K +$42.3K +130 +13%
VFM
539
Vivid Financial Management
California
$364K +$364K +1,117 New
LWM
540
Laidlaw Wealth Management
New York
$362K -$50.5K -155 -12%
WWM
541
Western Wealth Management
Colorado
$359K +$36.8K +113 +11%
LTI
542
Laffer Tengler Investments
Tennessee
$359K +$82.1K +252 +30%
RWM
543
RKL Wealth Management
Pennsylvania
$358K -$4.88K -15 -1%
JCM
544
Jacobi Capital Management
Pennsylvania
$358K +$325K +1,000 +1,000%
AC
545
Avestar Capital
New York
$358K +$358K +1,000 New
MIC
546
Means Investment Company
Maine
$357K
CCP
547
Corient Capital Partners
California
$356K +$29.3K +90 +9%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$354K -$19.2K -59 -5%
ALAM
549
Asahi Life Asset Management
Japan
$353K -$142K -435 -29%
SB
550
Strategic Blueprint
Georgia
$352K -$170K -522 -33%