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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 %
GI
601
Gradient Investments
Minnesota
$87K +$80.1K +350 +1,167%
LFG
602
Larson Financial Group
Missouri
$83K -$17.9K -78 -18%
Bessemer Group
603
Bessemer Group
New Jersey
$83K +$60K +261 +261%
AIP
604
Ahrens Investment Partners
Louisiana
$83K +$83K +363 New
S
605
Seeyond
France
$81K – – –
DGAM
606
Desjardins Global Asset Management
Quebec, Canada
$81K +$81K +358 New
GI
607
GS Investments
Minnesota
$79K – – –
TWA
608
TCI Wealth Advisors
Arizona
$78K +$35.2K +155 +82%
BEI
609
Benjamin Edwards Inc
Missouri
$76K +$23.1K +101 +44%
ADL
610
Asset Dedication LLC
California
$74K -$13.7K -60 -16%
AG
611
AIA Group
Hong Kong
$72K +$72K +317 New
SC
612
Solstein Capital
California
$69K – – –
GEA
613
Glen Eagle Advisors
New Jersey
$68.5K -$22.8K -100 -25%
CFA
614
Carroll Financial Associates
North Carolina
$68K +$60.3K +265 +779%
TSWM
615
Tyler-Stone Wealth Management
Ohio
$68K +$68K +297 New
CL
616
CSS LLC
Illinois
$68K +$68K +300 New
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
CA
618
Clearstead Advisors
Ohio
$66K +$14.9K +65 +29%
Pacer Advisors
619
Pacer Advisors
Pennsylvania
$63K +$63K +278 New
GAAM
620
Guinness Atkinson Asset Management
California
$59K – – –
ACM
621
Adalta Capital Management
New York
$57K – – –
HNB
622
Huntington National Bank
Ohio
$55K -$913 -4 -2%
CSWM
623
Cassady Schiller Wealth Management
Ohio
$54K +$54K +235 New
OC
624
Oakworth Capital
Alabama
$51K – – –
FCA
625
FinTrust Capital Advisors
South Carolina
$51K +$51K +225 New
23 24
25
26 27