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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
LPL Financial
76
LPL Financial
California
$444K +$134K +15,433 +28%
Vontobel Holding
77
Vontobel Holding
Switzerland
$436K -$210K -24,178 -26%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$402K +$8.72K +1,003 +2%
GAM
79
Gotham Asset Management
New York
$373K +$250K +28,756 +95%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$360K -$16.4K -1,886 -3%
HighTower Advisors
81
HighTower Advisors
Illinois
$353K -$4.06K -467 -0.8%
HNB
82
Huntington National Bank
Ohio
$349K
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$346K +$238K +27,411 +100%
Wellington Management Group
84
Wellington Management Group
Massachusetts
$341K -$321K -36,917 -41%
IIC
85
Integrated Investment Consultants
Michigan
$340K
IVP
86
Intrinsic Value Partners
Arizona
$338K -$608 -70 -0.1%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$331K +$165K +19,038 +57%
MTIC
88
Missouri Trust & Investment Company
Missouri
$314K +$103K +11,825 +31%
PFO
89
PMC FIG Opportunities
Israel
$284K +$391K +45,000 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$279K
Two Sigma Investments
91
Two Sigma Investments
New York
$278K -$2.35M -270,529 -86%
UBS Group
92
UBS Group
Switzerland
$268K +$88.5K +10,182 +32%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$267K -$92.1K -10,600 -20%
GIM
94
Greylin Investment Management
Virginia
$263K +$362K +41,670 New
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$258K +$336K +38,610 +1,684%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$242K +$160K +18,426 +93%
PWS
97
Peloton Wealth Strategists
Indiana
$239K -$80K -9,200 -20%
OQS
98
Occudo Quantitative Strategies
Florida
$239K +$328K +37,787 New
RJA
99
Raymond James & Associates
Florida
$223K +$52.9K +6,091 +21%
Walleye Trading
100
Walleye Trading
New York
$219K +$301K +34,618 New

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.