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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 %
CGH
601
Crossmark Global Holdings
Texas
$243K +$243K +732 New
FSC
602
Full Sail Capital
Oklahoma
$242K -$202K -500 -45%
WWA
603
WC Walker & Associates
California
$240K +$240K +513 New
WCM
604
WealthBridge Capital Management
Ohio
$239K +$239K +720 New
Caisse de Depot et Placement du Quebec (CDPQ)
605
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$236K +$236K +712 New
CS
606
Comerica Securities
Michigan
$235K +$235K +708 New
FEM
607
Fulcrum Equity Management
Texas
$234K +$234K +704 New
MS
608
Madden Securities
Texas
$233K +$233K +702 New
FMLI
609
Fukoku Mutual Life Insurance
Japan
$232K +$232K +700 New
IAM
610
Infusive Asset Management
New York
$231K +$231K +695 New
PTP
611
Platform Technology Partners
New York
$231K +$231K +695 New
SFA
612
Sequoia Financial Advisors
Ohio
$229K +$229K +691 New
CFGS
613
Concourse Financial Group Securities
Alabama
$227K +$38.6K +116 +20%
FRM
614
Fox Run Management
Connecticut
$226K +$226K +680 New
FFS
615
Founders Financial Securities
Maryland
$226K +$226K +680 New
MAS
616
Managed Account Services
Florida
$224K +$224K +522 New
CFG
617
Cooper Financial Group
California
$220K +$220K +663 New
HI
618
Hudock Inc
Pennsylvania
$219K – – –
DWM
619
Dorchester Wealth Management
Quebec, Canada
$216K +$216K +650 New
AC
620
Abbrea Capital
California
$215K +$215K +649 New
FHA
621
First Horizon Advisors
Tennessee
$214K +$331 +1 +0.2%
TIAM2
622
Tru Independence Asset Management 2
Oregon
$213K +$213K +643 New
IFWM
623
Institute for Wealth Management
Colorado
$209K -$232K -698 -53%
EM
624
Excalibur Management
Massachusetts
$208K +$208K +625 New
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$205K +$205K +616 New
23 24
25
26 27