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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.87B
2
Renaissance Technologies
Renaissance Technologies
New York
$365M
3
N
Natixis
France
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$190M
5
AIM
ARK Investment Management
Florida
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
526
Principle Wealth Partners
Connecticut
$540K +$540K +1,176 New
IC
527
Inscription Capital
Texas
$540K +$540K +1,176 New
WPW
528
Warther Private Wealth
Ohio
$538K +$538K +1,235 New
CIP
529
Convergence Investment Partners
Florida
$526K +$43.1K +94 +9%
GAM
530
Griffin Asset Management
New York
$525K +$232K +505 +79%
PG
531
Pendal Group
Australia
$521K -$2.76M -6,012 -84%
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$521K -$87.7K -191 -14%
WWM
533
Western Wealth Management
Colorado
$518K +$10.6K +23 +2%
EWA
534
EP Wealth Advisors
California
$517K -$503K -1,095 -49%
SCA
535
Spearhead Capital Advisors
Florida
$516K +$77.6K +169 +18%
RWM
536
RKL Wealth Management
Pennsylvania
$515K +$9.65K +21 +2%
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$511K +$11.9K +26 +2%
AAM
538
Advisors Asset Management
Colorado
$510K -$481K -1,047 -49%
LWM
539
Laidlaw Wealth Management
New York
$507K -$3.21K -7 -0.6%
TNAM
540
Terra Nova Asset Management
New York
$502K +$15.6K +34 +3%
CWM
541
Cornerstone Wealth Management
Missouri
$499K -$25.7K -56 -5%
HWA
542
Heritage Wealth Advisors
Virginia
$490K +$6.43K +14 +1%
WP
543
WMS Partners
Maryland
$490K – – –
AC
544
Avestar Capital
New York
$487K +$27.6K +60 +6%
LC
545
LCNB Corp
Ohio
$485K -$34.5K -75 -7%
RIA
546
Regal Investment Advisors
Michigan
$485K +$485K +1,056 New
MWA
547
Moser Wealth Advisors
Washington
$484K +$87.2K +190 +22%
Brown Advisory
548
Brown Advisory
Maryland
$480K -$209K -455 -30%
TMAM
549
Tokio Marine Asset Management
Japan
$479K +$67.1K +146 +16%
SIS
550
Sound Income Strategies
Florida
$474K -$12.4K -27 -3%
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