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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 %
FPS
751
Fieldpoint Private Securities
Connecticut
$2K – – –
PK
752
Pflug Koory
Nebraska
$2K +$1.14K +4 +133%
CCA
753
Column Capital Advisors
Indiana
$2K +$2K +10 New
CA
754
Cornerstone Advisory
Maryland
$2K +$2K +10 New
HNWA
755
Henrickson Nauta Wealth Advisors
Michigan
$2K +$2K +14 New
RI
756
Rinkey Investments
California
$2K +$2K +15 New
SWA
757
Sutton Wealth Advisors
Florida
$1.6K – – –
AssetMark Inc
758
AssetMark Inc
California
$1K -$1.99M -11,943 -100%
PWMG
759
Prestige Wealth Management Group
New Jersey
$1K – – –
HFA
760
HC Financial Advisors
California
$1K – – –
VNA
761
Valley National Advisers
Pennsylvania
$1K – – –
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HFS
763
Hantz Financial Services
Michigan
$1K – – –
CCC
764
Crescent Capital Consulting
Louisiana
$1K – – –
WBC
765
West Branch Capital
Massachusetts
$1K – – –
MAWCM
766
Mine & Arao Wealth Creation & Management
California
$1K – – –
CWA
767
Clearview Wealth Advisors
Oregon
$1K +$1K +2 New
CAL
768
Capital Advisors Ltd
Ohio
$1K +$1K +3 New
SC
769
Schubert & Co
Texas
$1K +$1K +3 New
LWA
770
Lenox Wealth Advisors
New York
$1K +$1K +3 New
S
771
Surevest
California
$1K +$1K +3 New
CAC
772
Core Alternative Capital
Georgia
$1K +$1K +4 New
Manulife (Manufacturers Life Insurance)
773
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$698 -$12 -50 -2%
FGAM
774
Financial Gravity Asset Management
Texas
$208 +$208 +2,279 +227,900%
BBHC
775
Brown Brothers Harriman & Co
New York
$86 – – –
29 30
31
32 33