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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 %
EW
626
Evoke Wealth
California
$308K -$551K -1,198 -64%
CG
627
Colony Group
Massachusetts
$305K +$11.5K +25 +4%
FTDI
628
First Trust Direct Indexing
Massachusetts
$301K +$301K +655 New
CGH
629
Crossmark Global Holdings
Texas
$299K -$45.9K -100 -13%
CCA
630
Checchi Capital Advisers
California
$295K +$295K +642 New
CC
631
Centiva Capital
New York
$294K -$13.2M -28,836 -98%
YMRC
632
Yorktown Management & Research Company
Virginia
$294K +$294K +640 New
AF
633
Advisornet Financial
Minnesota
$290K -$19.7K -43 -6%
HI
634
Hudock Inc
Pennsylvania
$290K – – –
NFG
635
Nadler Financial Group
Illinois
$288K -$174K -380 -38%
EM
636
Excalibur Management
Massachusetts
$287K – – –
BU
637
BBVA USA
Alabama
$285K +$285K +620 New
CAGAS
638
Capital Advisory Group Advisory Services
Minnesota
$284K +$8.27K +18 +3%
IAN
639
Integrated Advisors Network
Texas
$284K +$284K +619 New
FLPIM
640
F.L. Putnam Investment Management
Massachusetts
$283K – – –
BSW
641
Buckingham Strategic Wealth
Missouri
$278K -$66.1K -144 -19%
CAM
642
Concorde Asset Management
Michigan
$278K +$278K +605 New
FSC
643
Full Sail Capital
Oklahoma
$276K – – –
MWM
644
MorganRosel Wealth Management
Colorado
$276K +$276K +600 New
FWCM
645
Ferguson Wellman Capital Management
Oregon
$276K +$276K +600 New
HL
646
HeadInvest LLC
Maine
$276K +$276K +602 New
NFG
647
Nations Financial Group
Iowa
$273K +$273K +594 New
S
648
SignatureFD
Georgia
$270K +$26.2K +57 +11%
IAM
649
Infusive Asset Management
New York
$269K -$94.1K -205 -26%
CWP
650
Concord Wealth Partners
Virginia
$269K -$7.35K -16 -3%
24 25
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