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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 %
SWP
701
ShoreHaven Wealth Partners
New Jersey
$33K +$33K +100 New
SIM
702
Sonora Investment Management
Arizona
$33K +$33K +100 New
CFA
703
Carroll Financial Associates
North Carolina
$30K -$87.7K -272 -75%
EWA
704
Evolution Wealth Advisors
Florida
$30K +$30K +90 New
HFS
705
HBC Financial Services
Washington
$28K +$5.6K +15 +25%
WAS
706
Winch Advisory Services
Wisconsin
$28K +$7.33K +22 +35%
CA
707
Clearstead Advisors
Ohio
$27K +$1.33K +4 +5%
BDWM
708
Brewin Dolphin Wealth Management
Ireland
$26.9K +$26.9K +81 New
HMS
709
Hanseatic Management Services
New Mexico
$26K +$26K +79 New
BDWCC
710
B&D White Capital Company
Texas
$26K +$26K +80 New
LWANC
711
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K +$25K +75 New
PCFFS
712
Pacific Center for Financial Services
California
$23K – – –
PFBT
713
Parkside Financial Bank & Trust
Missouri
$23K +$1K +3 +5%
RWB
714
RMR Wealth Builders
New Jersey
$23K +$23K +70 New
AF
715
Allworth Financial
California
$21K +$4.07K +12 +24%
MWP
716
Meridian Wealth Partners
Pennsylvania
$20K +$20K +59 New
BWA
717
BDO Wealth Advisors
Florida
$20K +$20K +60 New
LC
718
Lindbrook Capital
California
$18K +$7.2K +22 +67%
1IA
719
1834 Investment Advisors
Wisconsin
$17K -$56.1K -165 -77%
IF
720
Ironwood Financial
Arizona
$17K – – –
FNBOSM
721
First National Bank of South Miami
Florida
$17K – – –
HR
722
Howe & Rusling
New York
$17K – – –
ZB
723
Zions Bancorporation
Utah
$17K +$5.78K +17 +52%
CAL
724
Capital Analysts LLC
Pennsylvania
$17K +$17K +50 New
EARNEST Partners
725
EARNEST Partners
Georgia
$15K – – –
27 28
29
30 31