Rocket Companies
RKT
236 hedge funds and large institutions have $1.34B invested in Rocket Companies in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 32 closing their positions.
159% more call options, than puts
Call options by funds: $136M | Put options by funds: $52.4M
101% more capital invested
Capital invested by funds: $669M → $1.34B (+$675M)
28% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 32
5.88% more ownership
Funds ownership: 63.75% → 69.63% (+5.9%)
3% more funds holding
Funds holding: 229 → 236 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$61.8M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$30.5M |
| 3 |
Morgan Stanley
New York
|
+$16M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$13.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$26.2M |
| 2 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$11.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.03M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.98M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$2.02M |
RKT Hedge Fund Activity: Q4 2023 in Review
236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2023, worth a combined $1.34B — up 101% from $669M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new RKT positions and 32 closed out — a net gain of 9 holders — while 76 added to existing stakes and 77 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $61.8M. The largest seller was Invesco, cutting an estimated $26.2M.
- 236 institutional investors held Rocket Companies (RKT) as of Q4 2023, up from 229 in Q3 2023.
- Funds reported $1.34B of Rocket Companies stock for Q4 2023, up 101% quarter-over-quarter.
- 41 funds opened new Rocket Companies positions in Q4 2023 and 32 closed out, a net change of +9 holders.
- The largest Rocket Companies buyer in Q4 2023 was JP Morgan Chase, an estimated $61.8M added.
- The largest Rocket Companies seller in Q4 2023 was Invesco, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2023.