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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 %
BFS
576
Bard Financial Services
Connecticut
$274K +$274K +825 New
PRC
577
Pearl River Capital
Michigan
$273K +$273K +822 New
OIA
578
Optimum Investment Advisors
Illinois
$268K +$49.8K +150 +23%
CCM
579
Cox Capital Management
Massachusetts
$266K +$266K +800 New
EW
580
Evoke Wealth
California
$264K -$95.5K -288 -27%
TCM
581
Traynor Capital Management
Pennsylvania
$264K +$264K +798 New
BA
582
Bellwether Advisors
Nebraska
$264K +$264K +798 New
MWA
583
Moser Wealth Advisors
Washington
$262K – – –
MFA
584
Mayflower Financial Advisors
Massachusetts
$262K +$262K +790 New
SF
585
Symphony Financial
Texas
$262K +$262K +825 New
FMT
586
First Mercantile Trust
Tennessee
$261K +$261K +786 New
LWA
587
Lineweaver Wealth Advisors
Ohio
$259K +$259K +782 New
KLCM
588
KG&L Capital Management
Louisiana
$258K -$663K -2,000 -72%
FP
589
Foundry Partners
Minnesota
$258K +$258K +776 New
GIA
590
Gladstone Institutional Advisory
Florida
$258K +$258K +778 New
FANJ
591
Financial Architects (New Jersey)
New Jersey
$257K +$257K +774 New
MIH
592
Meitav Investment House
Israel
$254K -$390K -1,160 -61%
GI
593
GS Investments
Minnesota
$251K – – –
CCA
594
Checchi Capital Advisers
California
$251K +$251K +757 New
NCM
595
Novare Capital Management
North Carolina
$249K +$249K +750 New
TMAM
596
Tokio Marine Asset Management
Japan
$249K +$249K +750 New
IA
597
IFP Advisors
Florida
$247K -$69.3K -203 -22%
BSW
598
Buckingham Strategic Wealth
Missouri
$247K +$247K +745 New
UAS
599
United Asset Strategies
New York
$245K +$245K +738 New
SF
600
Synovus Financial
Georgia
$245K +$245K +741 New
22 23
24
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