Rocket Companies
238 hedge funds and large institutions have $617M invested in Rocket Companies in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 29 closing their positions.
86% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 29
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more capital invested
Capital invested by funds: $499M → $617M (+$118M)
9% more funds holding
Funds holding: 219 → 238 (+19)
4.19% more ownership
Funds ownership: 68.58% → 72.77% (+4.2%)
3% less call options, than puts
Call options by funds: $45.7M | Put options by funds: $47.3M
7% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$17.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$14M |
| 3 |
JCM
Junto Capital Management
New York
|
+$13.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$12.4M |
| 5 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$16.2M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$8.19M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$6.62M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.34M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.13M |
RKT Hedge Fund Activity: Q4 2022 in Review
238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2022, worth a combined $617M — up 24% from $499M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new RKT positions and 29 closed out — a net gain of 25 holders — while 68 added to existing stakes and 73 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $17.6M. The largest seller was Invesco, cutting an estimated $16.2M.
- 238 institutional investors held Rocket Companies (RKT) as of Q4 2022, up from 219 in Q3 2022.
- Funds reported $617M of Rocket Companies stock for Q4 2022, up 24% quarter-over-quarter.
- 54 funds opened new Rocket Companies positions in Q4 2022 and 29 closed out, a net change of +25 holders.
- The largest Rocket Companies buyer in Q4 2022 was Capital World Investors, an estimated $17.6M added.
- The largest Rocket Companies seller in Q4 2022 was Invesco, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2022.