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Roku
ROKU

Overview Fund Activity

787 hedge funds and large institutions have $21.2B invested in Roku in 2021 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 288 increasing their positions, 232 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
-33
Holders Change %
-4.02%
% of All Funds
12.15%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.31%
New
156
Increased
288
Reduced
232
Closed
173
Calls
$3.37B
Puts
$3.87B
Net Calls
-$498M
Net Calls Change
+$513M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$455M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$429M
3
AIM
ARK Investment Management
Florida
+$296M
4
Jane Street
Jane Street
New York
+$279M
5
NAMA
Nikko Asset Management Americas
New York
+$257M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$298M
2
Wells Fargo
Wells Fargo
California
-$130M
3
SCM
Steadfast Capital Management
New York
-$111M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$89.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
526
Baldwin Wealth Partners
Massachusetts
$251K +$22.8K +100 +10%
CA
527
CV Advisors
Florida
$251K +$251K +1,100 New
FCM
528
Fortis Capital Management
Washington
$248K -$1.23M -5,400 -83%
HWA
529
Heritage Wealth Advisors
Virginia
$248K +$4.56K +20 +2%
AMM
530
American Money Management
California
$245K +$26.5K +116 +12%
Koshinski Asset Management
531
Koshinski Asset Management
Illinois
$244K -$61.6K -270 -20%
WP
532
WMS Partners
Maryland
$244K – – –
Thrivent Financial for Lutherans
533
Thrivent Financial for Lutherans
Minnesota
$244K +$244K +532 New
TNAM
534
Terra Nova Asset Management
New York
$242K -$9.13K -40 -4%
MPM
535
MBB Public Markets
Illinois
$242K +$242K +1,062 New
CWMU
536
Caliber Wealth Management (Utah)
Utah
$241K -$869K -5,181 -78%
CRI
537
Colonial River Investments
Virginia
$238K -$1.28M -5,577 -84%
IFWM
538
Institute for Wealth Management
Colorado
$236K +$31.7K +139 +15%
CA
539
CoreCap Advisors
Michigan
$236K +$236K +1,033 New
JCM
540
J2 Capital Management
Michigan
$236K +$236K +1,034 New
SIS
541
Sound Income Strategies
Florida
$235K -$684 -3 -0.3%
JIC
542
Johnson Investment Counsel
Ohio
$235K +$60.5K +265 +35%
FWP
543
FAS Wealth Partners
Kansas
$230K +$1.83K +8 +0.8%
PG
544
Patten Group
Tennessee
$229K -$103K -449 -31%
GCP
545
GSA Capital Partners
United Kingdom
$229K +$229K +1,003 New
BCM
546
Bridgeway Capital Management
Texas
$228K -$3.21M -14,070 -93%
AC
547
Avestar Capital
New York
$228K – – –
WC
548
Weil Company
California
$228K – – –
MHR
549
Matthew Hamilton Rosenberg
$228K – – –
ECM
550
EMC Capital Management
Texas
$228K – – –
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