ROKU icon

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 %
JWA
751
JFS Wealth Advisors
Pennsylvania
$6K +$316 +1 +6%
VCG
752
Vantage Consulting Group
Virginia
$6K +$6K +17 New
EI
753
Ellevest Inc
New York
$6K +$6K +18 New
WFA
754
West Financial Advisors
Iowa
$6K +$6K +18 New
FP
755
Fiduciary Planning
Florida
$5K -$3.33K -10 -40%
DAM
756
Delta Asset Management
Tennessee
$5K – – –
NL
757
NVWM LLC
Pennsylvania
$5K – – –
VCM
758
Versant Capital Management
Arizona
$5K – – –
CA
759
Crewe Advisors
Utah
$5K +$5K +16 New
PWPS
760
Pinnacle Wealth Planning Services
Ohio
$5K +$5K +16 New
CWP
761
Concord Wealth Partners
Virginia
$4K +$4K +12 New
MAM
762
Meeder Asset Management
Ohio
$3K -$1.65M -4,396 -100%
RIA
763
RPG Investment Advisory
California
$3K – – –
FMP
764
Financial Management Professionals
Texas
$3K – – –
ME
765
McIlrath & Eck
Washington
$3K – – –
CI
766
CX Institutional
Indiana
$3K – – –
HGWM
767
Harvest Group Wealth Management
Massachusetts
$3K – – –
TPWA
768
TRUE Private Wealth Advisors
Oregon
$3K +$1.5K +5 +100%
SWA
769
Sutton Wealth Advisors
Florida
$2.32K +$2.32K +7 New
GWMIA
770
Global Wealth Management Investment Advisory
Florida
$2K -$1.33K -4 -40%
BC
771
Bartlett & Co
Ohio
$2K +$2K +5 New
CCC
772
Crescent Capital Consulting
Louisiana
$2K +$2K +6 New
SFO
773
Standard Family Office
South Dakota
$2K +$2K +6 New
FPS
774
Fieldpoint Private Securities
Connecticut
$2K +$2K +7 New
BCWM
775
Bartlett & Co Wealth Management
Ohio
$1.66K +$1.66K +5 New
29 30
31
32 33