We are live on ! Find out more
RKT icon

Rocket Companies

219 hedge funds and large institutions have $499M invested in Rocket Companies in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 69.24%68.58% (-0.66%)

7% less funds holding

Funds holding: 236219 (-17)

13% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 77

17% less capital invested

Capital invested by funds: $604M → $499M (-$105M)

32% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $50.8M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
219
Holders Change
-17
Holders Change %
-7.2%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
67
Reduced
77
Closed
49
Calls
$34.5M
Puts
$50.8M
Net Calls
-$16.3M
Net Calls Change
+$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Patient Capital Management
Maryland
$3.4M -$827K -95,100 -15%
Northern Trust
27
Northern Trust
Illinois
$3.24M -$9.01K -1,037 -0.2%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$3M +$98.4K +11,321 +3%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$2.8M +$3.63M +417,100 +1,569%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$2.74M +$1.75M +201,349 +87%
PI
31
PEAK6 Investments
Illinois
$2.6M +$786K +90,468 +28%
CS
32
Credit Suisse
Switzerland
$2.57M -$1.23M -141,719 -26%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$2.46M +$1.28M +147,682 +61%
Bank of America
34
Bank of America
North Carolina
$2.35M -$6.67M -767,709 -67%
Barclays
35
Barclays
United Kingdom
$2.29M +$1.3M +150,124 +71%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.23M +$181K +20,868 +6%
Victory Capital Management
37
Victory Capital Management
Texas
$2.16M -$581K -66,901 -16%
N
38
Nuveen
North Carolina
$2.12M -$321K -36,907 -10%
Capital Fund Management (CFM)
39
Capital Fund Management (CFM)
France
$1.83M +$199K +22,849 +9%
Squarepoint
40
Squarepoint
New York
$1.83M +$2.52M +289,525 New
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$1.83M -$322K -37,018 -11%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.78M -$334K -38,400 -12%
BF
43
BOK Financial
Oklahoma
$1.77M +$2.44M +280,221 New
SSA
44
Schonfeld Strategic Advisors
New York
$1.74M -$1.89M -217,606 -44%
Treasurer of the State of North Carolina
45
Treasurer of the State of North Carolina
North Carolina
$1.73M +$1.8M +206,913 +311%
Allianz Asset Management
46
Allianz Asset Management
Germany
$1.52M
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.5M -$252K -28,954 -11%
ZDA
48
Zweig-DiMenna Associates
New York
$1.36M +$1.87M +214,930 New
BFM
49
Boothbay Fund Management
New York
$1.26M +$1.63M +187,802 +1,540%
Citadel Advisors
50
Citadel Advisors
Florida
$1.2M +$1.66M +190,475 New

RKT Hedge Fund Activity: Q3 2022 in Review

219 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2022, worth a combined $499M — down 17% from $604M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of RKT and 32 opened new positions — a net loss of 17 holders — while 77 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $12.8M. The largest seller was State Street, cutting an estimated $28.5M.

  • 219 institutional investors held Rocket Companies (RKT) as of Q3 2022, down from 236 in Q2 2022.
  • Funds reported $499M of Rocket Companies stock for Q3 2022, down 17% quarter-over-quarter.
  • 32 funds opened new Rocket Companies positions in Q3 2022 and 49 closed out, a net change of -17 holders.
  • The largest Rocket Companies buyer in Q3 2022 was First Trust Advisors, an estimated $12.8M added.
  • The largest Rocket Companies seller in Q3 2022 was State Street, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2022.