Roku
ROKU
791 hedge funds and large institutions have $21.2B invested in Roku in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 289 increasing their positions, 234 reducing their positions, and 173 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 234
7.52% more ownership
Funds ownership: 71.54% → 79.06% (+7.5%)
9% less first-time investments, than exits
New positions opened: 157 | Existing positions closed: 173
4% less funds holding
Funds holding: 823 → 791 (-32)
13% less call options, than puts
Call options by funds: $3.37B | Put options by funds: $3.87B
17% less funds holding in top 10
Funds holding in top 10: 24 → 20 (-4)
19% less capital invested
Capital invested by funds: $26.1B → $21.2B (-$4.85B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$538M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$507M |
| 3 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$350M |
| 4 |
Jane Street
New York
|
+$330M |
| 5 |
NAMA
Nikko Asset Management Americas
New York
|
+$305M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$298M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$154M |
| 3 |
SCM
Steadfast Capital Management
New York
|
-$111M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$106M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$65.3M |
ROKU Hedge Fund Activity: Q4 2021 in Review
791 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2021, worth a combined $21.2B — down 19% from $26.1B a quarter earlier.
Sellers outnumbered buyers: 173 funds closed out of ROKU and 157 opened new positions — a net loss of 16 holders — while 234 trimmed existing stakes and 289 added.
The largest buyer was Wellington Management Group, adding an estimated $538M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $298M sold.
- 791 institutional investors held Roku (ROKU) as of Q4 2021, down from 823 in Q3 2021.
- Funds reported $21.2B of Roku stock for Q4 2021, down 19% quarter-over-quarter.
- 157 funds opened new Roku positions in Q4 2021 and 173 closed out, a net change of -16 holders.
- The largest Roku buyer in Q4 2021 was Wellington Management Group, an estimated $538M added.
- The largest Roku seller in Q4 2021 was Whale Rock Capital Management, an estimated $298M sold.
Based on aggregated 13F filings for Q4 2021.