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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 %
IWA
626
IVC Wealth Advisors
Pennsylvania
$201K +$201K +605 New
CAM
627
ClariVest Asset Management
California
$200K +$199K +600 +30,000%
Bessemer Group
628
Bessemer Group
New Jersey
$199K -$49.8K -150 -20%
GWM
629
Geneos Wealth Management
Colorado
$197K +$49.5K +306 +34%
MIFH
630
Migdal Insurance & Financial Holdings
Israel
$196K +$57K +168 +41%
IAIM
631
International Assets Investment Management
Florida
$191K +$191K +575 New
ADIM
632
Alpha DNA Investment Management
Maryland
$191K +$191K +578 New
TWM
633
Tradition Wealth Management
Minnesota
$182K +$182K +547 New
PA
634
Parallel Advisors
California
$179K +$17.3K +52 +11%
TFM
635
TFC Financial Management
Massachusetts
$170K +$7.29K +22 +4%
WEC
636
Winslow Evans & Crocker
Massachusetts
$166K – – –
PWM
637
Perigon Wealth Management
California
$162K +$162K +489 New
HWA
638
HHM Wealth Advisors
Tennessee
$157K – – –
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$156K +$137K +413 +725%
CLOS
640
Compagnie Lombard Odier SCmA
Switzerland
$149K -$182K -550 -55%
MMG
641
Monetary Management Group
Missouri
$149K +$149K +450 New
BWL
642
Bogart Wealth LLC
Virginia
$146K – – –
PAI
643
Pittenger & Anderson Inc
Nebraska
$136K +$119K +361 +722%
VBCG
644
Valley Brook Capital Group
Pennsylvania
$132K +$132K +400 New
CWM
645
Curi Wealth Management
North Carolina
$129K +$129K +389 New
Robeco Institutional Asset Management
646
Robeco Institutional Asset Management
Netherlands
$124K +$124K +372 New
HNB
647
Huntington National Bank
Ohio
$114K -$13.9K -42 -11%
SSB
648
Sandy Spring Bank
Maryland
$112K – – –
BEI
649
Benjamin Edwards Inc
Missouri
$104K -$44.5K -134 -30%
EP
650
Eudaimonia Partners
Tennessee
$104K +$38.8K +117 +59%
24 25
26
27 28