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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
1
Whale Rock Capital Management
Massachusetts
$580M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.28B
3
FAM
3
Fred Alger Management
New York
$383M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.43B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.63B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.87B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$365M
3
N
3
Natixis
France
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$190M
5
AIM
5
ARK Investment Management
Florida
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
651
HHM Wealth Advisors
Tennessee
$269K +$52.3K +114 +24%
DLCIG
652
D.L. Carlson Investment Group
New Hampshire
$268K +$268K +583 New
OIA
653
Optimum Investment Advisors
Illinois
$264K -$93.2K -203 -26%
PHS
654
Pekin Hardy Strauss
Illinois
$264K +$264K +575 New
GWM
655
Geneos Wealth Management
Colorado
$263K -$263K -610 -50%
PP
656
Professional Planning
California
$263K -$122K -267 -32%
Massachusetts Financial Services
657
Massachusetts Financial Services
Massachusetts
$261K -$1.98M -4,314 -88%
CCA
658
Clearwater Capital Advisors
Illinois
$259K +$259K +563 New
RWM
659
Ritholtz Wealth Management
New York
$258K +$258K +561 New
BC
660
Bridgefront Capital
Texas
$258K +$258K +562 New
TWM
661
Tradition Wealth Management
Minnesota
$257K +$7.8K +17 +3%
BFEC
662
Benjamin F. Edwards & Company
Missouri
$253K -$512K -1,114 -67%
NL
663
NKCFO LLC
Illinois
$253K +$253K +550 New
SYBT
664
Stock Yards Bank & Trust
Kentucky
$253K +$253K +550 New
CFA
665
Capstone Financial Advisors
Illinois
$252K +$252K +549 New
DWM
666
Dorchester Wealth Management
Quebec, Canada
$248K +$248K +540 New
IA
667
IFP Advisors
Florida
$247K -$52.9K -120 -18%
CIC
668
Cornercap Investment Counsel
Georgia
$247K +$247K +538 New
SFA
669
Sequoia Financial Advisors
Ohio
$245K +$245K +534 New
SP
670
Symmetry Partners
Connecticut
$244K -$309K -672 -56%
WWA
671
WC Walker & Associates
California
$244K +$244K +567 New
BCM
672
Brookstone Capital Management
Illinois
$243K +$243K +568 New
OSAM
673
O'Shaughnessy Asset Management
Connecticut
$242K -$53.7K -117 -18%
HWM
674
Howard Wealth Management
Connecticut
$242K +$242K +529 New
AWM
675
Apollon Wealth Management
South Carolina
$241K -$276K -601 -53%
25 26
27
28 29