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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 %
1IA
776
1834 Investment Advisors
Wisconsin
$46K – – –
Bessemer Group
777
Bessemer Group
New Jersey
$46K +$46K +100 New
SWM
778
Selective Wealth Management
Virginia
$46K +$46K +100 New
MFA
779
McClarren Financial Advisors
Pennsylvania
$45K +$45K +100 New
HFS
780
HBC Financial Services
Washington
$44K -$4K -10 -8%
PP
781
Pacifica Partners
Canada
$43K – – –
CCM
782
Covington Capital Management
California
$41K +$7.74K +17 +23%
Credit Agricole
783
Credit Agricole
France
$40K +$13K +28 +48%
BWA
784
BDO Wealth Advisors
Florida
$39K – – –
BDWM
785
Brewin Dolphin Wealth Management
Ireland
$37.2K – – –
HR
786
Howe & Rusling
New York
$34K +$11.3K +25 +50%
JWM
787
Janiczek Wealth Management
Colorado
$32K -$5.94K -13 -16%
PCFFS
788
Pacific Center for Financial Services
California
$32K – – –
TCM
789
Tradewinds Capital Management
Washington
$31K – – –
IHWM
790
Iron Horse Wealth Management
Iowa
$31K – – –
LWCFA
791
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K +$31K +67 New
TFIPS
792
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.6K – – –
MA
793
Montag & Associates
Georgia
$27K -$14.6K -32 -35%
CAL
794
Capital Analysts LLC
Pennsylvania
$23K -$82.8K -180 -78%
SIM
795
Sonora Investment Management
Arizona
$23K +$23K +50 New
MC
796
Maverick Capital
Texas
$23K +$23K +51 New
AWM
797
Avior Wealth Management
Nebraska
$22K – – –
EARNEST Partners
798
EARNEST Partners
Georgia
$21K – – –
DWA
799
Delos Wealth Advisors
Texas
$21K +$21K +45 New
PAI
800
Pittenger & Anderson Inc
Nebraska
$18K -$4.95K -11 -22%
30 31
32
33 34