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Rocket Companies
RKT

229 hedge funds and large institutions have $669M invested in Rocket Companies in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $15.8M

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

8% more funds holding

Funds holding: 213 → 229 (+16)

0.14% more ownership

Funds ownership: 63.61% → 63.75% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

8% less capital invested

Capital invested by funds: $724M → $669M (-$54.7M)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
68
Reduced
68
Closed
26
Calls
$39.5M
Puts
$15.8M
Net Calls
+$23.7M
Net Calls Change
+$31.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$58.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.47M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.13M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.94M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.62M

Top Sellers

1
Invesco
Invesco
Georgia
-$22M
2
Morgan Stanley
Morgan Stanley
New York
-$17M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.55M
4
WANY
Wealthspire Advisors (New York)
New York
-$4.99M
5
CIA
Caledonia Investments (Australia)
Australia
-$4.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$948K +$1.92K +190 +0.2%
SO
52
STRS Ohio
Ohio
$925K +$1.14M +113,200 New
Two Sigma Investments
53
Two Sigma Investments
New York
$906K -$70.8K -7,000 -6%
UBS AM
54
UBS AM
Illinois
$889K -$10.7K -1,056 -1%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$865K -$449K -44,396 -30%
SPA
56
Sherbrooke Park Advisers
New York
$835K +$1.03M +102,113 New
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$833K +$1.13M +111,403 New
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$831K +$1.03M +101,549 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$824K +$673K +66,612 +195%
IC
60
IEQ Capital
California
$818K – – –
FEG
61
Financial Enhancement Group
Indiana
$804K +$1.03M +102,227 New
UBS Group
62
UBS Group
Switzerland
$794K +$11.9K +1,177 +1%
AIM
63
Aigen Investment Management
New York
$786K +$971K +96,051 New
ER
64
EVR Research
Virginia
$758K +$936K +92,616 New
SEI Investments
65
SEI Investments
Pennsylvania
$757K -$62.7K -6,200 -6%
MTIC
66
Missouri Trust & Investment Company
Missouri
$726K +$308K +30,500 +52%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$723K -$176K -17,402 -16%
Jane Street
68
Jane Street
New York
$721K -$1.99M -196,778 -69%
UIM
69
USS Investment Management
United Kingdom
$709K +$39.7K +3,928 +5%
KWM
70
Keebeck Wealth Management
Illinois
$671K – – –
QOP
71
Quinn Opportunity Partners
Virginia
$655K – – –
AGC
72
Aspen Grove Capital
Colorado
$654K – – –
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$640K +$6.97K +689 +0.9%
Marshall Wace
74
Marshall Wace
United Kingdom
$576K +$433K +42,795 +155%
HWA
75
HCR Wealth Advisors
California
$572K -$74.6K -7,377 -10%
1 2
3
4 5

RKT Hedge Fund Activity: Q3 2023 in Review

229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2023, worth a combined $669M — down 7.6% from $724M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RKT positions and 26 closed out — a net gain of 17 holders — while 68 added to existing stakes and 68 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $58.8M. The largest seller was Invesco, cutting an estimated $22M.

  • 229 institutional investors held Rocket Companies (RKT) as of Q3 2023, up from 213 in Q2 2023.
  • Funds reported $669M of Rocket Companies stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 43 funds opened new Rocket Companies positions in Q3 2023 and 26 closed out, a net change of +17 holders.
  • The largest Rocket Companies buyer in Q3 2023 was Boston Partners, an estimated $58.8M added.
  • The largest Rocket Companies seller in Q3 2023 was Invesco, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2023.