Rocket Companies
257 hedge funds and large institutions have $1.03B invested in Rocket Companies in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 41 closing their positions.
49% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 41
8% more funds holding
Funds holding: 238 → 257 (+19)
1.44% more ownership
Funds ownership: 53.13% → 54.56% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
13% less capital invested
Capital invested by funds: $1.18B → $1.03B (-$148M)
18% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 85
19% less call options, than puts
Call options by funds: $84.8M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$14.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$14.3M |
| 4 |
JVBC
J.V. Bruni & Co
Colorado Springs,
Colorado
|
+$13.6M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$31.1M |
| 2 |
Holocene Advisors
New York
|
-$22M |
| 3 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$16.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.83M |
| 5 |
BG
Bollard Group
Boston,
Massachusetts
|
-$8.02M |
RKT Hedge Fund Activity: Q4 2021 in Review
257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2021, worth a combined $1.03B — down 13% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new RKT positions and 41 closed out — a net gain of 20 holders — while 70 added to existing stakes and 85 trimmed.
The largest buyer was BlackRock, adding an estimated $15.7M. The largest seller was Miller Value Partners, cutting an estimated $31.1M.
- 257 institutional investors held Rocket Companies (RKT) as of Q4 2021, up from 238 in Q3 2021.
- Funds reported $1.03B of Rocket Companies stock for Q4 2021, down 13% quarter-over-quarter.
- 61 funds opened new Rocket Companies positions in Q4 2021 and 41 closed out, a net change of +20 holders.
- The largest Rocket Companies buyer in Q4 2021 was BlackRock, an estimated $15.7M added.
- The largest Rocket Companies seller in Q4 2021 was Miller Value Partners, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2021.