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Rocket Companies
RKT

229 hedge funds and large institutions have $669M invested in Rocket Companies in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $15.8M

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

8% more funds holding

Funds holding: 213 → 229 (+16)

0.14% more ownership

Funds ownership: 63.61% → 63.75% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

8% less capital invested

Capital invested by funds: $724M → $669M (-$54.7M)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
68
Reduced
68
Closed
26
Calls
$39.5M
Puts
$15.8M
Net Calls
+$23.7M
Net Calls Change
+$31.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$58.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.47M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.13M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.94M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.62M

Top Sellers

1
Invesco
Invesco
Georgia
-$22M
2
Morgan Stanley
Morgan Stanley
New York
-$17M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.55M
4
WANY
Wealthspire Advisors (New York)
New York
-$4.99M
5
CIA
Caledonia Investments (Australia)
Australia
-$4.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$4.18M +$56.8K +5,620 +1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.52M +$733K +72,465 +20%
PCM
28
Patient Capital Management
Maryland
$3.24M -$970K -95,923 -19%
Capital Fund Management (CFM)
29
Capital Fund Management (CFM)
France
$3.21M -$534K -52,808 -12%
LPL Financial
30
LPL Financial
California
$2.48M +$612K +60,563 +25%
Citadel Advisors
31
Citadel Advisors
Florida
$2.38M +$2.94M +290,362 New
SC
32
Sculptor Capital
New York
$2.34M – – –
GIM
33
Greylin Investment Management
Virginia
$2.07M +$60.6K +5,995 +2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$2.06M +$66.7K +6,600 +3%
WANY
35
Wealthspire Advisors (New York)
New York
$2.02M -$4.99M -494,000 -67%
Allianz Asset Management
36
Allianz Asset Management
Germany
$1.97M – – –
SSA
37
Schonfeld Strategic Advisors
New York
$1.93M +$694K +68,600 +41%
Bank of America
38
Bank of America
North Carolina
$1.9M +$1.29M +127,386 +121%
GAM
39
Gotham Asset Management
New York
$1.89M – – –
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$1.73M -$373K -36,942 -15%
Millennium Management
41
Millennium Management
New York
$1.58M +$1.72M +169,649 +733%
Wells Fargo
42
Wells Fargo
California
$1.41M +$202K +19,952 +13%
QT
43
Quantbot Technologies
New York
$1.39M +$1.62M +159,950 +1,516%
RJA
44
Raymond James & Associates
Florida
$1.33M +$1.41M +139,593 +623%
DFCM
45
Dark Forest Capital Management
Puerto Rico
$1.29M +$1.38M +136,725 +651%
KC
46
Kingfisher Capital
North Carolina
$1.25M +$45.3K +4,478 +3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.15M +$100K +9,927 +8%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.06M -$120K -11,868 -8%
BCM
49
Brooktree Capital Management
Michigan
$1.05M +$243 +24 +0%
Osaic Holdings
50
Osaic Holdings
Arizona
$949K +$148K +14,597 +14%
1
2
3 4 5

RKT Hedge Fund Activity: Q3 2023 in Review

229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2023, worth a combined $669M — down 7.6% from $724M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RKT positions and 26 closed out — a net gain of 17 holders — while 68 added to existing stakes and 68 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $58.8M. The largest seller was Invesco, cutting an estimated $22M.

  • 229 institutional investors held Rocket Companies (RKT) as of Q3 2023, up from 213 in Q2 2023.
  • Funds reported $669M of Rocket Companies stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 43 funds opened new Rocket Companies positions in Q3 2023 and 26 closed out, a net change of +17 holders.
  • The largest Rocket Companies buyer in Q3 2023 was Boston Partners, an estimated $58.8M added.
  • The largest Rocket Companies seller in Q3 2023 was Invesco, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2023.