We are live on ! Find out more
RKT icon

Rocket Companies
RKT

213 hedge funds and large institutions have $724M invested in Rocket Companies in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less capital invested

Capital invested by funds: $781M → $724M (-$56.7M)

8.07% less ownership

Funds ownership: 71.68% → 63.61% (-8.1%)

12% less funds holding

Funds holding: 242 → 213 (-29)

23% less call options, than puts

Call options by funds: $25.9M | Put options by funds: $33.4M

28% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 76

57% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 46

Holders
213
Holders Change
-29
Holders Change %
-11.98%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
55
Reduced
76
Closed
46
Calls
$25.9M
Puts
$33.4M
Net Calls
-$7.54M
Net Calls Change
-$18.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
State Street
State Street
Massachusetts
+$3.13M
3
Jane Street
Jane Street
New York
+$2.35M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.68M
5
SFM
Soros Fund Management
New York
+$997K

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$14.1M
2
First Trust Advisors
First Trust Advisors
Illinois
-$8.52M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$7.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.96M
5
SSA
Schonfeld Strategic Advisors
New York
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$3.9M +$234K +26,932 +7%
BCM
27
Bridgeway Capital Management
Texas
$3.3M -$739K -85,000 -19%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.21M -$821K -94,379 -21%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$3.18M -$14.1M -1,616,408 -82%
SFM
30
Soros Fund Management
New York
$2.82M +$997K +114,597 +57%
SC
31
Sculptor Capital
New York
$2.56M – – –
Jane Street
32
Jane Street
New York
$2.55M +$2.35M +269,761 +1,774%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$2.23M -$140K -16,105 -6%
GIM
34
Greylin Investment Management
Virginia
$2.21M -$15.5K -1,785 -0.7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$2.19M -$157K -18,100 -7%
LPL Financial
36
LPL Financial
California
$2.18M +$660K +75,886 +45%
Allianz Asset Management
37
Allianz Asset Management
Germany
$2.16M – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.08M -$4.63M -531,663 -70%
GAM
39
Gotham Asset Management
New York
$2.06M -$107K -12,263 -5%
SSA
40
Schonfeld Strategic Advisors
New York
$1.5M -$4.94M -568,000 -77%
Victory Capital Management
41
Victory Capital Management
Texas
$1.44M -$2.56M -294,684 -65%
Wells Fargo
42
Wells Fargo
California
$1.37M -$19.7K -2,261 -1%
Holocene Advisors
43
Holocene Advisors
New York
$1.36M +$201K +23,142 +18%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$1.35M +$326K +37,521 +33%
KC
45
Kingfisher Capital
North Carolina
$1.33M -$31.7K -3,641 -2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.26M -$874K -100,419 -42%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.17M +$107K +12,354 +10%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.16M +$147K +16,941 +15%
BCM
49
Brooktree Capital Management
Michigan
$1.14M -$42.5K -4,881 -4%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.05M – – –
1
2
3 4 5

RKT Hedge Fund Activity: Q2 2023 in Review

213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q2 2023, worth a combined $724M — down 7.3% from $781M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of RKT and 20 opened new positions — a net loss of 26 holders — while 76 trimmed existing stakes and 55 added.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was Balyasny Asset Management, cutting an estimated $14.1M.

  • 213 institutional investors held Rocket Companies (RKT) as of Q2 2023, down from 242 in Q1 2023.
  • Funds reported $724M of Rocket Companies stock for Q2 2023, down 7.3% quarter-over-quarter.
  • 20 funds opened new Rocket Companies positions in Q2 2023 and 46 closed out, a net change of -26 holders.
  • The largest Rocket Companies buyer in Q2 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest Rocket Companies seller in Q2 2023 was Balyasny Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2023.