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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 %
EARNEST Partners
701
EARNEST Partners
Georgia
$10K – – –
ZB
702
Zions Bancorporation
Utah
$10K +$465 +2 +5%
AP
703
Arlington Partners
Alabama
$10K +$10K +44 New
C
704
Covestor
United Kingdom
$10K +$10K +44 New
MTIC
705
Missouri Trust & Investment Company
Missouri
$10K +$10K +45 New
TC
706
Trust Company
Kansas
$9K – – –
GWSG
707
GPS Wealth Strategies Group
Colorado
$9K – – –
EWM
708
Edge Wealth Management
New York
$9K – – –
KA
709
Kozak & Associates
Colorado
$9K +$3.65K +32 +68%
RIM
710
Rockbridge Investment Management
New York
$9K +$9K +40 New
RPCONE
711
Retirement Planning Company of New England
Rhode Island
$9K +$9K +41 New
RFA
712
Reilly Financial Advisors
California
$8K – – –
OAJ
713
Ogorek Anthony Joseph
New York
$8K – – –
OSNBOA
714
Old Second National Bank of Aurora
Illinois
$8K +$8K +20 New
BIA
715
Bell Investment Advisors
California
$8K +$5.49K +24 +218%
TCWM
716
Total Clarity Wealth Management
Illinois
$7K -$17K -73 -71%
FNBOSM
717
First National Bank of South Miami
Florida
$7K +$7K +30 New
RDIA
718
RE Dickinson Investment Advisors
Iowa
$7K +$7K +30 New
SFO
719
Standard Family Office
South Dakota
$7K +$7K +31 New
AFS
720
Annapolis Financial Services
Maryland
$6K – – –
BFC
721
Bedel Financial Consulting
Indiana
$6K – – –
PCG
722
Private Capital Group
Connecticut
$6K – – –
PA
723
PSI Advisors
Florida
$6K +$6K +25 New
OF
724
Outfitter Financial
Maine
$6K +$6K +25 New
BAM
725
Byrne Asset Management
New Jersey
$6K +$6K +26 New
27 28
29
30 31