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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 %
EWM
801
Edge Wealth Management
New York
$18K – – –
TC
802
Trust Company
Kansas
$18K – – –
IUHSA
803
Itau Unibanco Holding S.A.
Brazil
$18K +$18K +39 New
ZB
804
Zions Bancorporation
Utah
$17K -$895 -2 -5%
RFA
805
Reilly Financial Advisors
California
$16K – – –
AWM
806
Activest Wealth Management
Florida
$15K -$47.7K -105 -76%
EFSCE
807
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$3.09K -7 -17%
HWMA
808
Heritage Wealth Management (Arizona)
Arizona
$15K +$15K +33 New
GI
809
Gradient Investments
Minnesota
$14K – – –
WQ
810
Wealth Quarterback
New Jersey
$14K +$14K +30 New
PFBT
811
Parkside Financial Bank & Trust
Missouri
$12K -$20.9K -47 -64%
AFS
812
Annapolis Financial Services
Maryland
$12K – – –
PCG
813
Private Capital Group
Connecticut
$12K +$2.4K +5 +25%
AF
814
Allworth Financial
California
$11K -$22.9K -50 -68%
BFC
815
Bedel Financial Consulting
Indiana
$11K – – –
CFO
816
CVA Family Office
Colorado
$11K +$11K +25 New
EWA
817
Evolution Wealth Advisors
Florida
$11K +$11K +25 New
BWM
818
Baystate Wealth Management
Massachusetts
$10K – – –
FFG
819
Ford Financial Group
California
$10K +$10K +22 New
TPCW
820
TD Private Client Wealth
New York
$9.64K – – –
BA
821
Bellwether Advisors
Nebraska
$9K -$959K -2,238 -99%
APWA
822
Atlas Private Wealth Advisors
New Jersey
$9K – – –
BBL
823
Beck Bode LLC
Massachusetts
$9K +$9K +19 New
RDWM
824
Red Door Wealth Management
Tennessee
$9K +$9K +21 New
MS
825
Mizuho Securities
Japan
$8K -$2.22K -5 -22%
31 32
33
34 35