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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
$483M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
3
AIM
ARK Investment Management
Florida
$1.38B
4
Jane Street
Jane Street
New York
$299M
5
NAMA
Nikko Asset Management Americas
New York
$816M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$0
2
Wells Fargo
Wells Fargo
California
$59.5M
3
SCM
Steadfast Capital Management
New York
$0
4
Allianz Asset Management
Allianz Asset Management
Germany
$560M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
676
Montag & Associates
Georgia
$19K +$3.66K +16 +24%
CAL
677
Capital Analysts LLC
Pennsylvania
$19K +$7.55K +33 +66%
MTWM
678
Masso Torrence Wealth Management
New Jersey
$19K +$19K +82 New
AWA
679
Amplius Wealth Advisors
Pennsylvania
$19K +$19K +84 New
FAG
680
Fortitude Advisory Group
Washington
$19K +$19K +85 New
PP
681
Pacifica Partners
Canada
$18K – – –
BDWM
682
Brewin Dolphin Wealth Management
Ireland
$18K – – –
CWM
683
CarsonAllaria Wealth Management
Illinois
$18K +$18K +80 New
HR
684
Howe & Rusling
New York
$17K – – –
SWA
685
SOA Wealth Advisors
New York
$17K – – –
FFWM
686
Future Financial Wealth Management
Ohio
$17K +$17K +75 New
HIA
687
Harbor Investment Advisory
Maryland
$16K -$188K -800 -92%
SOW
688
State of Wyoming
Wyoming
$16K -$7.53K -32 -32%
JWM
689
Janiczek Wealth Management
Colorado
$15K -$2.24K -10 -13%
TCM
690
Tradewinds Capital Management
Washington
$15K – – –
WWM
691
Wagner Wealth Management
South Carolina
$15K +$15K +67 New
SFM
692
Signet Financial Management
New Jersey
$14K -$250K -1,109 -95%
WAS
693
Winch Advisory Services
Wisconsin
$14K -$7.23K -32 -34%
ACM
694
Antonetti Capital Management
Florida
$13K -$945 -4 -7%
KTC
695
Kistler-Tiffany Companies
Pennsylvania
$12K -$4.53K -20 -27%
EWA
696
EverSource Wealth Advisors
Alabama
$12K +$12K +51 New
CWS
697
Confluence Wealth Services
Pennsylvania
$12K +$12K +55 New
PAI
698
Pittenger & Anderson Inc
Nebraska
$11K -$25.3K -115 -70%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
DWA
700
Delos Wealth Advisors
Texas
$10K – – –
26 27
28
29 30