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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 %
LOAMU
926
Lombard Odier Asset Management (USA)
New York
– -$227K -697 Closed
MA
927
MANA Advisors
New York
– -$217K -666 Closed
GA
928
Gateway Advisory
New Jersey
– -$207K -636 Closed
WP
929
WealthShield Partners
North Carolina
– -$181K -557 Closed
VBCG
930
Valley Brook Capital Group
Pennsylvania
– -$130K -400 Closed
EP
931
Eudaimonia Partners
Tennessee
– -$113K -347 Closed
TWP
932
TFO Wealth Partners
Ohio
– -$98K -300 Closed
AIC
933
Archer Investment Corporation
Indiana
– -$38.8K -119 Closed
RWB
934
RMR Wealth Builders
New Jersey
– -$38K -116 Closed
RWG
935
Regal Wealth Group
California
– -$36K -110 Closed
SWP
936
ShoreHaven Wealth Partners
New Jersey
– -$33K -100 Closed
MWP
937
Meridian Wealth Partners
Pennsylvania
– -$27K -82 Closed
SJIM
938
St. Johns Investment Management
Florida
– -$26K -80 Closed
HMS
939
Hanseatic Management Services
New Mexico
– -$26K -79 Closed
CAC
940
Certified Advisory Corp
Florida
– -$20K -61 Closed
TCWM
941
Total Clarity Wealth Management
Illinois
– -$16K -50 Closed
RAM
942
Riggs Asset Management
Pennsylvania
– -$14K -42 Closed
Loomis, Sayles & Company
943
Loomis, Sayles & Company
Massachusetts
– -$11K -35 Closed
IFAM
944
Institutional & Family Asset Management
Colorado
– -$10K -30 Closed
TFS
945
TrustCore Financial Services
Tennessee
– -$8K -26 Closed
OSNBOA
946
Old Second National Bank of Aurora
Illinois
– -$7K -20 Closed
FP
947
Fiduciary Planning
Florida
– -$5K -15 Closed
WCM
948
Wealthcare Capital Management
Virginia
– -$4K -13 Closed
EI
949
Ellevest Inc
New York
– -$4K -12 Closed
TCOV
950
Trust Company of Vermont
Vermont
– -$2K -7 Closed
35 36 37
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