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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 %
FFG
576
Fortem Financial Group
California
$404K -$89.5K -195 -18%
JIC
577
Johnson Investment Counsel
Ohio
$404K +$404K +880 New
CLOS
578
Compagnie Lombard Odier SCmA
Switzerland
$403K +$58.4K +127 +17%
OAMG
579
Odey Asset Management Group
United Kingdom
$402K -$161K -350 -29%
HB
580
Homrich & Berg
Georgia
$397K -$11.9K -26 -3%
IFWM
581
Institute for Wealth Management
Colorado
$397K +$82.2K +179 +26%
CI
582
Cigna Investments
Connecticut
$395K +$9.65K +21 +3%
ECM
583
EMC Capital Management
Texas
$391K – – –
CRI
584
Colonial River Investments
Virginia
$388K +$388K +845 New
SF
585
Symphony Financial
Texas
$381K -$14.1K -31 -4%
ATFA
586
All Terrain Financial Advisors
Minnesota
$377K – – –
WC
587
Whitney & Co
New York
$377K +$9.66K +21 +3%
MS
588
Madden Securities
Texas
$375K +$1.84K +4 +0.5%
PVH
589
Psagot Value Holdings
Israel
$374K +$374K +815 New
WJA
590
Willis Johnson & Associates
Texas
$373K +$4.13K +9 +1%
LWA
591
Lineweaver Wealth Advisors
Ohio
$372K – – –
CW
592
CreativeOne Wealth
Kansas
$368K +$17.9K +39 +5%
CCM
593
Cox Capital Management
Massachusetts
$367K – – –
CFGS
594
Concourse Financial Group Securities
Alabama
$366K +$29K +63 +9%
BPA
595
Beacon Pointe Advisors
California
$364K +$364K +792 New
HAG
596
HighPoint Advisor Group
Illinois
$362K -$27.5K -60 -7%
RJT
597
Raymond James Trust
Florida
$360K – – –
MFA
598
Mayflower Financial Advisors
Massachusetts
$358K -$18.4K -40 -5%
HFM
599
Harvest Fund Management
China
$356K -$42.6K -98 -11%
MSFS
600
Main Street Financial Solutions
Pennsylvania
$356K -$13.8K -30 -4%
22 23
24
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