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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 %
RCA
651
Ranch Capital Advisors
Florida
$103K +$23K +70 +29%
HIA
652
Harbor Investment Advisory
Maryland
$97K +$14.2K +43 +17%
Ensign Peak Advisors
653
Ensign Peak Advisors
Utah
$95K +$95K +286 New
JWM
654
Janiczek Wealth Management
Colorado
$92K +$76.4K +231 +491%
QCG
655
Quadrant Capital Group
Ohio
$91K +$46.3K +140 +104%
LFG
656
Larson Financial Group
Missouri
$86K +$70.1K +212 +442%
HFM
657
Hartford Financial Management
Connecticut
$78K +$9.92K +30 +15%
PCM
658
Penserra Capital Management
California
$73K -$142K -432 -66%
PP
659
Pacifica Partners
Canada
$72K – – –
Schroder Investment Management Group
660
Schroder Investment Management Group
United Kingdom
$71K +$71K +213 New
MA
661
Montag & Associates
Georgia
$70K +$70K +210 New
CG
662
Carmignac Gestion
France
$68K – – –
S
663
SignatureFD
Georgia
$68K +$40.9K +124 +151%
MCM
664
Manchester Capital Management
Vermont
$67K +$46K +138 +219%
KFI
665
Key Financial Inc
Pennsylvania
$67K +$67K +201 New
MSFP
666
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
CAM
667
Costello Asset Management
Pennsylvania
$66K – – –
FCA
668
FinTrust Capital Advisors
South Carolina
$66K – – –
CFB
669
Cullen/Frost Bankers
Texas
$66K +$65K +197 +6,567%
HS
670
Horan Securities
United States
$63K – – –
JIR
671
James Investment Research
Ohio
$60K -$285K -864 -83%
Northwestern Mutual Wealth Management
672
Northwestern Mutual Wealth Management
Wisconsin
$60K -$16.5K -50 -22%
GRP
673
Global Retirement Partners
California
$55K – – –
AWM
674
Atticus Wealth Management
Florida
$53K – – –
GAM
675
Gemmer Asset Management
California
$53K +$53K +160 New
25 26
27
28 29