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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 %
JWA
651
JFS Wealth Advisors
Pennsylvania
$30K +$687 +3 +2%
BHWM
652
Beaird Harris Wealth Management
Texas
$30K +$30K +130 New
MAM
653
Meeder Asset Management
Ohio
$29K -$1.21M -5,240 -98%
GWS
654
Glassman Wealth Services
Virginia
$26K -$26.2K -114 -50%
ICM
655
Islay Capital Management
Texas
$26K – – –
CCM
656
Covington Capital Management
California
$24K +$3.62K +16 +18%
SBL
657
Sargent Bickham Lagudis
Colorado
$23K -$26.7K -116 -54%
BWM
658
BerganKDV Wealth Management
Minnesota
$23K -$2.53K -11 -10%
EWM
659
Evermay Wealth Management
Virginia
$23K – – –
PMFA
660
Plante Moran Financial Advisors
Michigan
$23K – – –
PO
661
Private Ocean
California
$23K – – –
1IA
662
1834 Investment Advisors
Wisconsin
$23K – – –
AF
663
Arrow Financial
New York
$23K – – –
YAL
664
Your Advocates Ltd
Texas
$23K +$23K +100 New
SWM
665
Sugarloaf Wealth Management
Georgia
$23K +$23K +100 New
ZIG
666
Zullo Investment Group
Pennsylvania
$23K +$23K +100 New
1832 Asset Management
667
1832 Asset Management
Ontario, Canada
$22K -$194K -820 -90%
ATC
668
Adirondack Trust Company
New York
$22K – – –
RA
669
Rise Advisors
New York
$21.2K +$21.2K +93 New
PCFFS
670
Pacific Center for Financial Services
California
$21K +$4.67K +20 +29%
QC
671
Quent Capital
New York
$21K +$21K +91 New
PFBT
672
Parkside Financial Bank & Trust
Missouri
$20K -$682 -3 -3%
AA
673
Ancora Advisors
Ohio
$20K +$233 +1 +1%
BWA
674
BDO Wealth Advisors
Florida
$19K – – –
LC
675
Lindbrook Capital
California
$19K +$2.01K +9 +12%
25 26
27
28 29