Roku
ROKU
791 hedge funds and large institutions have $27.2B invested in Roku in 2020 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 248 increasing their positions, 240 reducing their positions, and 55 closing their positions.
315% more first-time investments, than exits
New positions opened: 228 | Existing positions closed: 55
75% more capital invested
Capital invested by funds: $15.5B → $27.2B (+$11.7B)
38% more funds holding in top 10
Funds holding in top 10: 26 → 36 (+10)
27% more funds holding
Funds holding: 623 → 791 (+168)
3% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 240
2.64% less ownership
Funds ownership: 77.69% → 75.06% (-2.6%)
20% less call options, than puts
Call options by funds: $3.29B | Put options by funds: $4.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$373M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$218M |
| 3 |
JP Morgan Chase
New York
|
+$178M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$170M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$523M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$516M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$130M |
| 4 |
D.E. Shaw & Co
New York
|
-$112M |
| 5 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$96.7M |
ROKU Hedge Fund Activity: Q4 2020 in Review
791 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2020, worth a combined $27.2B — up 75% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 228 funds opened new ROKU positions and 55 closed out — a net gain of 173 holders — while 248 added to existing stakes and 240 trimmed.
The largest buyer was ARK Investment Management, adding an estimated $373M. The largest seller was Wellington Management Group, cutting an estimated $523M.
- 791 institutional investors held Roku (ROKU) as of Q4 2020, up from 623 in Q3 2020.
- Funds reported $27.2B of Roku stock for Q4 2020, up 75% quarter-over-quarter.
- 228 funds opened new Roku positions in Q4 2020 and 55 closed out, a net change of +173 holders.
- The largest Roku buyer in Q4 2020 was ARK Investment Management, an estimated $373M added.
- The largest Roku seller in Q4 2020 was Wellington Management Group, an estimated $523M sold.
Based on aggregated 13F filings for Q4 2020.