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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 %
OIA
576
Optimum Investment Advisors
Illinois
$157K -$21.5K -94 -12%
IA
577
IFP Advisors
Florida
$147K +$62.1K +264 +73%
GA
578
GraniteShares Advisors
New York
$146K +$146K +644 New
HI
579
Hudock Inc
Pennsylvania
$144K +$680 +3 +0.5%
IAM
580
Infusive Asset Management
New York
$140K -$1.37K -6 -1%
HWA
581
HHM Wealth Advisors
Tennessee
$128K +$10.5K +46 +9%
CWP
582
Concord Wealth Partners
Virginia
$128K +$94.2K +412 +278%
BFEC
583
Benjamin F. Edwards & Company
Missouri
$126K – – –
CB
584
CNB Bank
Pennsylvania
$126K +$2.98K +13 +2%
BWL
585
Bogart Wealth LLC
Virginia
$124K +$8.22K +36 +7%
PVH
586
Psagot Value Holdings
Israel
$121K -$124K -544 -51%
PCM
587
Penserra Capital Management
California
$118K +$27K +119 +30%
AIM
588
Anchor Investment Management
South Carolina
$111K +$22.8K +100 +26%
QCG
589
Quadrant Capital Group
Ohio
$108K +$23.6K +104 +28%
HPC
590
HM Payson & Co
Maine
$108K +$59.8K +262 +124%
AF
591
Advisornet Financial
Minnesota
$105K -$78.3K -343 -43%
CWM
592
Curi Wealth Management
North Carolina
$103K +$103K +453 New
PH
593
Pinnacle Holdings
Oklahoma
$102K – – –
HIIFS
594
Harel Insurance Investments & Financial Services
Israel
$99K +$76.7K +333 +343%
TFM
595
TFC Financial Management
Massachusetts
$97K – – –
TWM
596
Tradition Wealth Management
Minnesota
$96K -$39.1K -171 -29%
SIC
597
Salem Investment Counselors
North Carolina
$96K -$456 -2 -0.5%
SSB
598
Sandy Spring Bank
Maryland
$92K +$8.16K +36 +10%
UB
599
UMB Bank
Missouri
$90K +$90K +395 New
ODG
600
O'Dell Group
Ohio
$87K -$3.43K -15 -4%
22 23
24
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