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Rocket Companies

219 hedge funds and large institutions have $499M invested in Rocket Companies in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 69.24%68.58% (-0.66%)

7% less funds holding

Funds holding: 236219 (-17)

13% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 77

17% less capital invested

Capital invested by funds: $604M → $499M (-$105M)

32% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $50.8M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
219
Holders Change
-17
Holders Change %
-7.2%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
67
Reduced
77
Closed
49
Calls
$34.5M
Puts
$50.8M
Net Calls
-$16.3M
Net Calls Change
+$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.09M -$60.9K -7,009 -4%
Millennium Management
52
Millennium Management
New York
$1.01M -$9.22M -1,060,541 -87%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$955K +$9.13K +1,050 +0.7%
BCM
54
Basswood Capital Management
New York
$939K -$221K -25,423 -15%
ECM
55
ExodusPoint Capital Management
New York
$934K +$1.28M +147,738 New
JP Morgan Chase
56
JP Morgan Chase
New York
$922K +$408K +46,923 +47%
KC
57
Kingfisher Capital
North Carolina
$851K +$101K +11,664 +9%
Wells Fargo
58
Wells Fargo
California
$833K +$612K +70,453 +115%
CSS
59
Cubist Systematic Strategies
Connecticut
$810K +$344K +39,632 +45%
AllianceBernstein
60
AllianceBernstein
Tennessee
$800K -$204K -23,475 -16%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$742K +$20.3K +2,340 +2%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$669K +$356 +41 +0%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$633K +$90.1K +10,371 +12%
Parallax Volatility Advisers
64
Parallax Volatility Advisers
California
$618K +$850K +97,781 New
Osaic Holdings
65
Osaic Holdings
Arizona
$611K -$11.2K -1,287 -1%
SEI Investments
66
SEI Investments
Pennsylvania
$604K +$49.9K +5,737 +6%
PL
67
Polianta Ltd
Jersey
$587K +$807K +92,900 New
HWA
68
HCR Wealth Advisors
California
$571K -$88.7K -10,209 -10%
BCM
69
Brooktree Capital Management
Michigan
$554K +$190K +21,815 +33%
UIM
70
USS Investment Management
United Kingdom
$523K +$207K +23,787 +40%
QOP
71
Quinn Opportunity Partners
Virginia
$506K +$80K +9,206 +13%
BAM
72
Belpointe Asset Management
Nevada
$500K -$440K -50,575 -39%
GRP
73
Global Retirement Partners
California
$497K +$111K +12,730 +21%
TRCT
74
Tower Research Capital (TRC)
New York
$493K +$618K +71,140 +1,038%
CIBC Asset Management
75
CIBC Asset Management
Ontario, Canada
$483K

RKT Hedge Fund Activity: Q3 2022 in Review

219 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2022, worth a combined $499M — down 17% from $604M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of RKT and 32 opened new positions — a net loss of 17 holders — while 77 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $12.8M. The largest seller was State Street, cutting an estimated $28.5M.

  • 219 institutional investors held Rocket Companies (RKT) as of Q3 2022, down from 236 in Q2 2022.
  • Funds reported $499M of Rocket Companies stock for Q3 2022, down 17% quarter-over-quarter.
  • 32 funds opened new Rocket Companies positions in Q3 2022 and 49 closed out, a net change of -17 holders.
  • The largest Rocket Companies buyer in Q3 2022 was First Trust Advisors, an estimated $12.8M added.
  • The largest Rocket Companies seller in Q3 2022 was State Street, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2022.