Roku
ROKU
817 hedge funds and large institutions have $26.6B invested in Roku in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 299 increasing their positions, 297 reducing their positions, and 98 closing their positions.
35% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 98
3% more funds holding
Funds holding: 790 → 817 (+27)
1% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 297
3% less capital invested
Capital invested by funds: $27.2B → $26.6B (-$684M)
1.71% less ownership
Funds ownership: 75.12% → 73.41% (-1.7%)
19% less call options, than puts
Call options by funds: $3.14B | Put options by funds: $3.89B
19% less funds holding in top 10
Funds holding in top 10: 36 → 29 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$455M |
| 2 |
Renaissance Technologies
New York
|
+$393M |
| 3 |
Two Sigma Investments
New York
|
+$319M |
| 4 |
Two Sigma Advisers
New York
|
+$312M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$276M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$543M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$424M |
| 3 |
Morgan Stanley
New York
|
-$182M |
| 4 |
Goldman Sachs
New York
|
-$158M |
| 5 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$149M |
ROKU Hedge Fund Activity: Q1 2021 in Review
817 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q1 2021, worth a combined $26.6B — down 2.5% from $27.2B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new ROKU positions and 98 closed out — a net gain of 34 holders — while 299 added to existing stakes and 297 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $455M. The largest seller was Vanguard Group, cutting an estimated $543M.
- 817 institutional investors held Roku (ROKU) as of Q1 2021, up from 790 in Q4 2020.
- Funds reported $26.6B of Roku stock for Q1 2021, down 2.5% quarter-over-quarter.
- 132 funds opened new Roku positions in Q1 2021 and 98 closed out, a net change of +34 holders.
- The largest Roku buyer in Q1 2021 was JP Morgan Chase, an estimated $455M added.
- The largest Roku seller in Q1 2021 was Vanguard Group, an estimated $543M sold.
Based on aggregated 13F filings for Q1 2021.