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Rocket Companies

241 hedge funds and large institutions have $898M invested in Rocket Companies in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 64 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 64

11.98% more ownership

Funds ownership: 54.56%66.54% (+12%)

1% more call options, than puts

Call options by funds: $74M | Put options by funds: $73.4M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 257241 (-16)

13% less capital invested

Capital invested by funds: $1.03B → $898M (-$133M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

Holders
241
Holders Change
-16
Holders Change %
-6.23%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
86
Reduced
64
Closed
61
Calls
$74M
Puts
$73.4M
Net Calls
+$602K
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$1.71M -$182K -14,718 -9%
HF
52
HRT Financial
New York
$1.63M +$980K +79,249 +117%
HWA
53
HCR Wealth Advisors
California
$1.61M -$94.2K -7,612 -5%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1.59M -$13.6K -1,102 -0.8%
PPA
55
Parametric Portfolio Associates
Washington
$1.55M +$513K +41,474 +42%
BAM
56
Belpointe Asset Management
Nevada
$1.49M +$56.1K +4,532 +4%
Ameriprise
57
Ameriprise
Minnesota
$1.45M +$19.8K +1,604 +1%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.44M -$71.2K -5,759 -4%
APF
59
Alaska Permanent Fund
Alaska
$1.42M
BCM
60
Basswood Capital Management
New York
$1.31M
BCM
61
Bayesian Capital Management
New York
$1.28M +$1.42M +114,816 New
CC
62
Corton Capital
Ontario, Canada
$1.26M +$314K +25,369 +29%
BCM
63
Brooktree Capital Management
Michigan
$1.16M +$545K +44,072 +73%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.04M -$145K -11,685 -11%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$1.03M -$16.5K -1,330 -1%
Osaic Holdings
66
Osaic Holdings
Arizona
$1.03M -$195K -15,741 -14%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.02M +$87.2K +7,048 +8%
AAM
68
Advisors Asset Management
Colorado
$1M +$117K +9,445 +12%
PL
69
Polianta Ltd
Jersey
$991K +$91.5K +7,400 +9%
Treasurer of the State of North Carolina
70
Treasurer of the State of North Carolina
North Carolina
$973K +$478K +38,642 +79%
SEI Investments
71
SEI Investments
Pennsylvania
$971K -$287K -23,178 -21%
Simplex Trading
72
Simplex Trading
Illinois
$951K -$3.15M -254,688 -75%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$939K +$1.04M +84,460 New
Wealthfront Advisers
74
Wealthfront Advisers
California
$916K +$1.02M +82,384 New
CIBC Asset Management
75
CIBC Asset Management
Ontario, Canada
$913K

RKT Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q1 2022, worth a combined $898M — down 13% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RKT and 48 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 86 added.

The largest buyer was Vanguard Group, adding an estimated $27.9M. The largest seller was Susquehanna International Group, cutting an estimated $22.9M.

  • 241 institutional investors held Rocket Companies (RKT) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $898M of Rocket Companies stock for Q1 2022, down 13% quarter-over-quarter.
  • 48 funds opened new Rocket Companies positions in Q1 2022 and 61 closed out, a net change of -13 holders.
  • The largest Rocket Companies buyer in Q1 2022 was Vanguard Group, an estimated $27.9M added.
  • The largest Rocket Companies seller in Q1 2022 was Susquehanna International Group, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2022.