Rocket Companies
260 hedge funds and large institutions have $1.69B invested in Rocket Companies in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 63 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 63
6% more funds holding
Funds holding: 246 → 260 (+14)
1% less capital invested
Capital invested by funds: $1.7B → $1.69B (-$18.3M)
3% less call options, than puts
Call options by funds: $367M | Put options by funds: $380M
9% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 85
9.74% less ownership
Funds ownership: 73.05% → 63.32% (-9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$50.8M |
| 2 |
TP
Third Point
New York
|
+$33.5M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$29.5M |
| 4 |
HC
Hillman Company
Pittsburgh,
Pennsylvania
|
+$28.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$113M |
| 2 |
BlackRock
New York
|
-$78.3M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$52.8M |
| 4 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
-$51.8M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$46.8M |
RKT Hedge Fund Activity: Q1 2021 in Review
260 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q1 2021, worth a combined $1.69B — down 1.1% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new RKT positions and 63 closed out — a net gain of 14 holders — while 77 added to existing stakes and 85 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $50.8M. The largest seller was Invesco, cutting an estimated $113M.
- 260 institutional investors held Rocket Companies (RKT) as of Q1 2021, up from 246 in Q4 2020.
- Funds reported $1.69B of Rocket Companies stock for Q1 2021, down 1.1% quarter-over-quarter.
- 77 funds opened new Rocket Companies positions in Q1 2021 and 63 closed out, a net change of +14 holders.
- The largest Rocket Companies buyer in Q1 2021 was Morgan Stanley, an estimated $50.8M added.
- The largest Rocket Companies seller in Q1 2021 was Invesco, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2021.