Rocket Companies
234 hedge funds and large institutions have $1.43B invested in Rocket Companies in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 55 reducing their positions, and 63 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 55
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more call options, than puts
Call options by funds: $287M | Put options by funds: $265M
8.98% less ownership
Funds ownership: 63.32% → 54.34% (-9%)
10% less funds holding
Funds holding: 260 → 234 (-26)
15% less capital invested
Capital invested by funds: $1.69B → $1.43B (-$251M)
41% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 63
Top Buyers
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$52.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32M |
| 3 |
Goldman Sachs
New York
|
+$22.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$22.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.1M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$57.5M |
| 2 |
TP
Third Point
New York
|
-$34.6M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$30.5M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.9M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$18.4M |
RKT Hedge Fund Activity: Q2 2021 in Review
234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q2 2021, worth a combined $1.43B — down 15% from $1.69B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of RKT and 37 opened new positions — a net loss of 26 holders — while 55 trimmed existing stakes and 102 added.
The largest buyer was Davis Selected Advisers, opening a new position worth an estimated $52.2M. The largest seller was Morgan Stanley, cutting an estimated $57.5M.
- 234 institutional investors held Rocket Companies (RKT) as of Q2 2021, down from 260 in Q1 2021.
- Funds reported $1.43B of Rocket Companies stock for Q2 2021, down 15% quarter-over-quarter.
- 37 funds opened new Rocket Companies positions in Q2 2021 and 63 closed out, a net change of -26 holders.
- The largest Rocket Companies buyer in Q2 2021 was Davis Selected Advisers, an estimated $52.2M added.
- The largest Rocket Companies seller in Q2 2021 was Morgan Stanley, an estimated $57.5M sold.
Based on aggregated 13F filings for Q2 2021.