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Rocket Companies
RKT

236 hedge funds and large institutions have $1.34B invested in Rocket Companies in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $136M | Put options by funds: $52.4M

101% more capital invested

Capital invested by funds: $669M → $1.34B (+$675M)

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

5.88% more ownership

Funds ownership: 63.75% → 69.63% (+5.9%)

3% more funds holding

Funds holding: 229 → 236 (+7)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

Holders
236
Holders Change
+7
Holders Change %
+3.06%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
41
Increased
76
Reduced
77
Closed
32
Calls
$136M
Puts
$52.4M
Net Calls
+$83.5M
Net Calls Change
+$59.8M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$61.8M
2
Boston Partners
Boston Partners
Massachusetts
+$30.5M
3
Morgan Stanley
Morgan Stanley
New York
+$16M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$13.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$26.2M
2
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$11.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.03M
4
First Trust Advisors
First Trust Advisors
Illinois
-$3.98M
5
SSA
Schonfeld Strategic Advisors
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.75M +$2.24M +233,388 +100%
CS
27
Credit Suisse
Switzerland
$6.52M -$1.13M -118,128 -21%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$6.45M +$4.27M +445,419 New
ACM
29
Alight Capital Management
New York
$6.15M +$4.07M +425,000 New
LPL Financial
30
LPL Financial
California
$5.33M +$619K +64,652 +21%
PCM
31
Patient Capital Management
Maryland
$5.16M -$383K -40,000 -10%
Citadel Advisors
32
Citadel Advisors
Florida
$5.16M +$631K +65,899 +23%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$5.07M -$768K -80,209 -19%
Squarepoint
34
Squarepoint
New York
$4.79M +$2.94M +307,327 +1,323%
EH
35
EMG Holdings
Connecticut
$4.17M +$2.76M +288,235 +524,064%
SC
36
Sculptor Capital
New York
$4.13M – – –
GIM
37
Greylin Investment Management
Virginia
$3.62M -$30.7K -3,202 -1%
Allianz Asset Management
38
Allianz Asset Management
Germany
$3.49M – – –
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$3.38M +$205K +21,419 +10%
Jane Street
40
Jane Street
New York
$3.37M +$1.38M +144,343 +164%
Swiss National Bank
41
Swiss National Bank
Switzerland
$3.3M -$226K -23,600 -9%
Invesco
42
Invesco
Georgia
$3.27M -$26.2M -2,731,814 -92%
GAM
43
Gotham Asset Management
New York
$3.19M -$96.6K -10,084 -4%
WANY
44
Wealthspire Advisors (New York)
New York
$2.77M -$527K -55,000 -22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.72M +$1.8M +188,000 New
ER
46
EVR Research
Virginia
$2.63M +$852K +89,000 +96%
KC
47
Kingfisher Capital
North Carolina
$2.59M +$244K +25,520 +17%
RJA
48
Raymond James & Associates
Florida
$2.5M +$98.8K +10,314 +6%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.44M +$556K +58,045 +52%
Wells Fargo
50
Wells Fargo
California
$2.24M -$173K -18,014 -10%
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RKT Hedge Fund Activity: Q4 2023 in Review

236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2023, worth a combined $1.34B — up 101% from $669M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RKT positions and 32 closed out — a net gain of 9 holders — while 76 added to existing stakes and 77 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $61.8M. The largest seller was Invesco, cutting an estimated $26.2M.

  • 236 institutional investors held Rocket Companies (RKT) as of Q4 2023, up from 229 in Q3 2023.
  • Funds reported $1.34B of Rocket Companies stock for Q4 2023, up 101% quarter-over-quarter.
  • 41 funds opened new Rocket Companies positions in Q4 2023 and 32 closed out, a net change of +9 holders.
  • The largest Rocket Companies buyer in Q4 2023 was JP Morgan Chase, an estimated $61.8M added.
  • The largest Rocket Companies seller in Q4 2023 was Invesco, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2023.