We are live on ! Find out more
RKT icon

Rocket Companies
RKT

257 hedge funds and large institutions have $1.03B invested in Rocket Companies in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more funds holding

Funds holding: 238 → 257 (+19)

1.44% more ownership

Funds ownership: 53.13% → 54.56% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

13% less capital invested

Capital invested by funds: $1.18B → $1.03B (-$148M)

18% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 85

19% less call options, than puts

Call options by funds: $84.8M | Put options by funds: $104M

Holders
257
Holders Change
+19
Holders Change %
+7.98%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
61
Increased
70
Reduced
85
Closed
41
Calls
$84.8M
Puts
$104M
Net Calls
-$19.5M
Net Calls Change
-$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$15.7M
2
Invesco
Invesco
Georgia
+$14.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$14.3M
4
JVBC
J.V. Bruni & Co
Colorado
+$13.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$8.41M

Top Sellers

1
MVP
Miller Value Partners
Florida
-$31.1M
2
Holocene Advisors
Holocene Advisors
New York
-$22M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$16.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.83M
5
BG
Bollard Group
Massachusetts
-$8.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$1.19M +$843K +52,947 +164%
AG
77
Algert Global
California
$1.19M +$969K +60,865 +251%
RJA
78
Raymond James & Associates
Florida
$1.19M -$80.7K -5,067 -6%
ECM
79
ExodusPoint Capital Management
New York
$1.17M +$1.11M +69,718 +502%
UBS Group
80
UBS Group
Switzerland
$1.15M -$1.72M -108,081 -57%
EGM
81
Engineers Gate Manager
New York
$1.15M +$1.06M +66,313 +419%
CIBC Asset Management
82
CIBC Asset Management
Ontario, Canada
$1.15M +$46.8K +2,936 +4%
PL
83
Polianta Ltd
Jersey
$1.15M +$1.3M +81,800 New
AAM
84
Advisors Asset Management
Colorado
$1.13M +$107K +6,739 +9%
HighTower Advisors
85
HighTower Advisors
Illinois
$1.05M +$769K +48,264 +178%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02M -$70.6K -4,436 -6%
Rafferty Asset Management
87
Rafferty Asset Management
New York
$996K +$76.8K +4,821 +7%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$972K -$41.7K -2,618 -4%
HF
89
HRT Financial
New York
$948K +$501K +31,439 +87%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$941K +$375K +23,538 +54%
HT
91
HAP Trading
New York
$899K -$450K -28,234 -31%
Citigroup
92
Citigroup
New York
$889K +$46.8K +2,941 +5%
QOP
93
Quinn Opportunity Partners
Virginia
$853K – – –
BCM
94
Brooktree Capital Management
Michigan
$840K -$34.2K -2,149 -3%
Bank of Nova Scotia
95
Bank of Nova Scotia
Ontario, Canada
$828K +$942K +59,137 New
LPL Financial
96
LPL Financial
California
$805K -$78.8K -4,948 -8%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$792K +$2.5K +157 +0.3%
AGM
98
Alpine Global Management
New York
$783K +$891K +55,931 New
IIC
99
Integrated Investment Consultants
Michigan
$753K +$857K +53,802 New
AIL
100
AGF Investments LLC
Ontario, Canada
$718K +$817K +51,292 New
2 3
4
5 6

RKT Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2021, worth a combined $1.03B — down 13% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new RKT positions and 41 closed out — a net gain of 20 holders — while 70 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $15.7M. The largest seller was Miller Value Partners, cutting an estimated $31.1M.

  • 257 institutional investors held Rocket Companies (RKT) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $1.03B of Rocket Companies stock for Q4 2021, down 13% quarter-over-quarter.
  • 61 funds opened new Rocket Companies positions in Q4 2021 and 41 closed out, a net change of +20 holders.
  • The largest Rocket Companies buyer in Q4 2021 was BlackRock, an estimated $15.7M added.
  • The largest Rocket Companies seller in Q4 2021 was Miller Value Partners, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2021.