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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 %
BWM
726
Baystate Wealth Management
Massachusetts
$5K – – –
AWM
727
Avior Wealth Management
Nebraska
$5K – – –
RDFA
728
Ritter Daniher Financial Advisory
Ohio
$5K +$3.75K +15 +300%
CSB
729
City State Bank
Iowa
$5K +$5K +20 New
BBPWM
730
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5K +23 New
HFS
731
HBC Financial Services
Washington
$4K -$18K -90 -82%
VCM
732
Versant Capital Management
Arizona
$4K – – –
MS
733
Mizuho Securities
Japan
$4K – – –
CA
734
Crewe Advisors
Utah
$4K – – –
GAM
735
Gemmer Asset Management
California
$4K +$4K +17 New
CCM
736
Chilton Capital Management
Texas
$4K +$4K +18 New
CI Investments Inc
737
CI Investments Inc
Ontario, Canada
$3K -$449K -2,093 -99%
FEG
738
Financial Enhancement Group
Indiana
$3K – – –
DAM
739
Delta Asset Management
Tennessee
$3K – – –
NL
740
NVWM LLC
Pennsylvania
$3K – – –
First Manhattan
741
First Manhattan
New York
$3K – – –
FMP
742
Financial Management Professionals
Texas
$3K +$1.25K +5 +71%
SCA
743
Stonebridge Capital Advisors
Minnesota
$3K +$3K +12 New
CFO
744
CVA Family Office
Colorado
$3K +$3K +12 New
TPCW
745
TD Private Client Wealth
New York
$2.97K -$1.83K -8 -38%
WPA
746
West Paces Advisors
Georgia
$2.74K +$1.37K +6 +100%
BCH
747
Berkshire Capital Holdings
California
$2K -$9.55M -47,760 -100%
RMC
748
Resources Management Corp
Connecticut
$2K -$4.25K -17 -68%
FPS
749
Fieldpoint Private Securities
Connecticut
$2K – – –
ME
750
McIlrath & Eck
Washington
$2K – – –
28 29
30
31 32