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Roku
ROKU

Overview Fund Activity

868 hedge funds and large institutions have $38.6B invested in Roku in 2021 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 325 increasing their positions, 273 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+54
Holders Change %
+6.63%
% of All Funds
15.15%
Holding in Top 10
42
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+44.83%
% of All Funds
0.73%
New
148
Increased
325
Reduced
273
Closed
88
Calls
$4.9B
Puts
$5.48B
Net Calls
-$576M
Net Calls Change
+$179M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$580M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.28B
3
FAM
3
Fred Alger Management
New York
$383M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.43B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.63B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.87B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$365M
3
N
3
Natixis
France
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$190M
5
AIM
5
ARK Investment Management
Florida
$2.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
751
Resolute Advisors
California
$73K – – –
AWM
752
Atticus Wealth Management
Florida
$73K – – –
GWSG
753
GPS Wealth Strategies Group
Colorado
$72K – – –
NSIM
754
North Star Investment Management
Illinois
$71K +$57.3K +125 +417%
ZCA
755
Zeke Capital Advisors
Pennsylvania
$71K +$71K +154 New
JMF
756
Johnson Midwest Financial
Iowa
$69K – – –
TF
757
TimeScale Financial
Massachusetts
$62K – – –
LC
758
Lindbrook Capital
California
$62K +$37.2K +81 +150%
TIM
759
Tortoise Investment Management
New York
$60K – – –
AWM
760
Accel Wealth Management
Iowa
$60K – – –
KFI
761
Key Financial Inc
Pennsylvania
$59K – – –
ATC
762
Adirondack Trust Company
New York
$57K – – –
SWA
763
SOA Wealth Advisors
New York
$57K +$57K +125 New
CFD
764
Creative Financial Designs
Indiana
$55K -$13.8K -30 -20%
PMFA
765
Plante Moran Financial Advisors
Michigan
$53K -$4.15K -9 -7%
ICM
766
Islay Capital Management
Texas
$53K – – –
BFA
767
Brendel Financial Advisors
New Hampshire
$53K +$53K +116 New
HPC
768
HM Payson & Co
Maine
$51K -$332K -723 -87%
WAS
769
Winch Advisory Services
Wisconsin
$51K -$2.28K -5 -4%
BWM
770
BerganKDV Wealth Management
Minnesota
$51K +$4.6K +10 +10%
JCM
771
Jacobi Capital Management
Pennsylvania
$46K -$460K -1,000 -91%
AF
772
Arrow Financial
New York
$46K – – –
AA
773
Ancora Advisors
Ohio
$46K – – –
TC
774
Truvestments Capital
Florida
$46K – – –
PO
775
Private Ocean
California
$46K – – –
29 30
31
32 33