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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 %
EARNEST Partners
726
EARNEST Partners
Georgia
$15K – – –
AL
727
ADE LLC
Maryland
$15K +$15K +46 New
IFAM
728
Institutional & Family Asset Management
Colorado
$14K +$13.3K +40 +2,000%
TC
729
Trust Company
Kansas
$13K – – –
CCM
730
Covington Capital Management
California
$13K – – –
EWM
731
Edge Wealth Management
New York
$13K +$9.75K +30 +300%
TCM
732
Tradewinds Capital Management
Washington
$13K +$9.75K +30 +300%
Credit Agricole
733
Credit Agricole
France
$13K +$13K +38 New
BWM
734
BerganKDV Wealth Management
Minnesota
$13K +$13K +40 New
RFA
735
Reilly Financial Advisors
California
$12K – – –
EFSCE
736
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$3.18K +9 +36%
CCA
737
Childress Capital Advisors
Texas
$12K +$12K +37 New
NSIM
738
North Star Investment Management
Illinois
$10K – – –
TPCW
739
TD Private Client Wealth
New York
$9.3K – – –
PCG
740
Private Capital Group
Connecticut
$9K +$6K +18 +200%
GAAM
741
Guinness Atkinson Asset Management
California
$9K +$9K +26 New
MS
742
Mizuho Securities
Japan
$9K +$9K +26 New
AFS
743
Annapolis Financial Services
Maryland
$9K +$9K +26 New
RPWA
744
Regent Peak Wealth Advisors
Georgia
$9K +$9K +28 New
FF
745
FourThought Financial
Florida
$9K +$9K +30 New
BFC
746
Bedel Financial Consulting
Indiana
$8K – – –
AS
747
Altshuler Shaham
Israel
$8K +$8K +25 New
OSNBOA
748
Old Second National Bank of Aurora
Illinois
$7K -$8.75K -25 -56%
APWA
749
Atlas Private Wealth Advisors
New Jersey
$7K – – –
GI
750
Gradient Investments
Minnesota
$6K – – –
28 29
30
31 32