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Rocket Companies
RKT

237 hedge funds and large institutions have $1.38B invested in Rocket Companies in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $78.2M | Put options by funds: $44.2M

15% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 67

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

2% more capital invested

Capital invested by funds: $1.34B → $1.38B (+$32.4M)

0% more funds holding

Funds holding: 236 → 237 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.39% less ownership

Funds ownership: 69.63% → 69.24% (-0.39%)

Holders
237
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
77
Reduced
67
Closed
39
Calls
$78.2M
Puts
$44.2M
Net Calls
+$34M
Net Calls Change
-$49.5M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$17.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.5M
3
JGC
J. Goldman & Co
New York
+$10.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$10.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$40.6M
2
Millennium Management
Millennium Management
New York
-$4.62M
3
EH
EMG Holdings
Connecticut
-$4.17M
4
SC
Sculptor Capital
New York
-$4.13M
5
QCM
QRG Capital Management
Illinois
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$8.12M +$6.92M +557,808 New
Northern Trust
27
Northern Trust
Illinois
$7.88M -$1.07M -86,444 -14%
N
28
Nuveen
North Carolina
$6.99M -$170K -13,673 -3%
ACM
29
Alight Capital Management
New York
$5.82M -$310K -25,000 -6%
UBS Group
30
UBS Group
Switzerland
$5.8M +$3.35M +270,282 +211%
Citadel Advisors
31
Citadel Advisors
Florida
$5.13M -$44.2K -3,565 -1%
Capital Fund Management (CFM)
32
Capital Fund Management (CFM)
France
$4.43M -$2.45M -197,463 -39%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$4.35M -$631K -50,841 -15%
GIM
34
Greylin Investment Management
Virginia
$3.55M -$69.2K -5,573 -2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$3.52M +$112K +9,004 +4%
Allianz Asset Management
36
Allianz Asset Management
Germany
$3.51M – – –
CS
37
Credit Suisse
Switzerland
$3.48M -$2.62M -211,240 -47%
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.45M +$115K +9,300 +4%
QCM
39
QRG Capital Management
Illinois
$3.37M -$3.54M -285,340 -55%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$3.29M -$3.07M -247,499 -52%
GAM
41
Gotham Asset Management
New York
$3.21M -$37 -3 -0%
RJA
42
Raymond James & Associates
Florida
$2.82M +$268K +21,629 +13%
JF
43
Jump Financial
Illinois
$2.73M +$2.32M +187,338 New
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$2.7M +$2.3M +185,406 New
Wells Fargo
45
Wells Fargo
California
$2.63M +$323K +25,988 +17%
KC
46
Kingfisher Capital
North Carolina
$2.63M +$23.1K +1,859 +1%
UBS AM
47
UBS AM
Illinois
$2.29M +$508K +40,919 +35%
QCM
48
Quantinno Capital Management
New York
$2.23M +$292K +23,556 +18%
ETC
49
Exchange Traded Concepts
Oklahoma
$2.18M +$1.86M +150,052 New
Millennium Management
50
Millennium Management
New York
$2.17M -$4.62M -372,505 -71%
1
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RKT Hedge Fund Activity: Q1 2024 in Review

237 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q1 2024, worth a combined $1.38B — up 2.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RKT positions and 39 closed out — a net gain of 3 holders — while 77 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $40.6M.

  • 237 institutional investors held Rocket Companies (RKT) as of Q1 2024, up from 236 in Q4 2023.
  • Funds reported $1.38B of Rocket Companies stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 42 funds opened new Rocket Companies positions in Q1 2024 and 39 closed out, a net change of +3 holders.
  • The largest Rocket Companies buyer in Q1 2024 was JP Morgan Chase, an estimated $17.1M added.
  • The largest Rocket Companies seller in Q1 2024 was Morgan Stanley, an estimated $40.6M sold.

Based on aggregated 13F filings for Q1 2024.