ROKU icon

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 %
UAS
901
United Asset Strategies
New York
– -$234K -748 Closed
PTP
902
Platform Technology Partners
New York
– -$229K -730 Closed
CW
903
CreativeOne Wealth
Kansas
– -$228K -727 Closed
RJT
904
Raymond James Trust
Florida
– -$227K -724 Closed
CA
905
Continuum Advisory
Idaho
– -$226K -720 Closed
LWAC
906
Laurel Wealth Advisors (California)
California
– -$224K -715 Closed
VWA
907
Visionary Wealth Advisors
Illinois
– -$223K -711 Closed
MSFS
908
Main Street Financial Solutions
Pennsylvania
– -$221K -705 Closed
SCM
909
Shelton Capital Management
Colorado
– -$219K -700 Closed
BSW
910
Buckingham Strategic Wealth
Missouri
– -$219K -699 Closed
OSAM
911
O'Shaughnessy Asset Management
Connecticut
– -$219K -698 Closed
BTWM
912
Baker Tilly Wealth Management
Wisconsin
– -$214K -682 Closed
RWA
913
Roberts Wealth Advisors
California
– -$212K -678 Closed
SF
914
Summit Financial
New Jersey
– -$212K -675 Closed
HL
915
HeadInvest LLC
Maine
– -$211K -673 Closed
CPO
916
Cerity Partners OCIO
New York
– -$210K -670 Closed
CG
917
Colony Group
Massachusetts
– -$208K -665 Closed
PM
918
Parametrica Management
Hong Kong
– -$206K -658 Closed
WCM
919
WealthBridge Capital Management
Ohio
– -$204K -650 Closed
BPA
920
Beacon Pointe Advisors
California
– -$203K -649 Closed
IA
921
IFG Advisory
Georgia
– -$203K -648 Closed
CCA
922
Clearwater Capital Advisors
Illinois
– -$203K -648 Closed
AWM
923
Apollon Wealth Management
South Carolina
– -$202K -645 Closed
PAS
924
Park Avenue Securities
New York
– -$201K -642 Closed
CMBA
925
C.M. Bidwell & Associates
Hawaii
– -$201K -642 Closed
34 35 36
37
38