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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 %
HS
626
Horan Securities
United States
$48K +$48K +209 New
TC
627
Truvestments Capital
Florida
$47K +$24.2K +106 +106%
CAM
628
Costello Asset Management
Pennsylvania
$46K – – –
MC
629
Maverick Capital
Texas
$42K +$13.2K +58 +46%
PCMC
630
Paragon Capital Management (Colorado)
Colorado
$40K +$40K +174 New
HFM
631
Hartford Financial Management
Connecticut
$39K -$11.4K -50 -23%
PB
632
Pinnacle Bancorp
Nebraska
$39K +$39K +170 New
Credit Agricole
633
Credit Agricole
France
$38K +$14.3K +63 +60%
TIM
634
Tortoise Investment Management
New York
$37K – – –
AWM
635
Atticus Wealth Management
Florida
$37K – – –
RA
636
Resolute Advisors
California
$36K – – –
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$35K -$13.4K -58 -28%
NSIM
638
North Star Investment Management
Illinois
$35K – – –
JMF
639
Johnson Midwest Financial
Iowa
$34K – – –
KFP
640
KB Financial Partners
New Jersey
$34K +$34K +147 New
CP
641
Corbenic Partners
Pennsylvania
$33K -$8.42K -37 -20%
KFI
642
Key Financial Inc
Pennsylvania
$32K – – –
BA
643
Bellwether Advisors
Nebraska
$32K +$27.3K +121 +576%
IAG
644
Investmark Advisory Group
Connecticut
$32K +$32K +141 New
BC
645
BIT Capital
Germany
$31K +$31K +136 New
SWM
646
Selective Wealth Management
Virginia
$31K – – –
TF
647
TimeScale Financial
Massachusetts
$31K – – –
CT
648
Cambridge Trust
Massachusetts
$31K +$31K +132 New
Bank Julius Baer & Co
649
Bank Julius Baer & Co
Switzerland
$30K -$940K -4,106 -97%
AWM
650
Accel Wealth Management
Iowa
$30K – – –
24 25
26
27 28