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Rocket Companies

238 hedge funds and large institutions have $1.18B invested in Rocket Companies in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

2% more funds holding

Funds holding: 234238 (+4)

6% more call options, than puts

Call options by funds: $171M | Put options by funds: $160M

1.21% less ownership

Funds ownership: 54.34%53.13% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

18% less capital invested

Capital invested by funds: $1.43B → $1.18B (-$255M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
40
Increased
70
Reduced
80
Closed
34
Calls
$171M
Puts
$160M
Net Calls
+$10.4M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$548K -$684K -39,128 -53%
OC
102
Oppenheimer & Co
New York
$546K -$81.8K -4,681 -12%
GRP
103
Global Retirement Partners
California
$542K +$262K +14,975 +79%
JP Morgan Chase
104
JP Morgan Chase
New York
$516K -$214K -12,246 -28%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$516K +$563K +32,200 New
RJFSA
106
Raymond James Financial Services Advisors
Florida
$474K -$393K -22,490 -43%
AMC
107
Asset Management Corp
Illinois
$470K +$68.4K +3,912 +15%
MWM
108
Midwest Wealth Management
Indiana
$448K +$33.2K +1,898 +7%
CCP
109
Cassia Capital Partners
North Carolina
$448K +$488K +27,931 New
IAIM
110
International Assets Investment Management
Florida
$447K +$31.9K +1,826 +7%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$439K -$5.94K -340 -1%
HighTower Advisors
112
HighTower Advisors
Illinois
$435K -$2.19K -125 -0.5%
VRS
113
Virginia Retirement Systems
Virginia
$435K +$474K +27,100 New
GAM
114
Gotham Asset Management
New York
$435K +$474K +27,119 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$435K +$474K +27,125 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$428K +$459K +26,276 +6,097%
GCP
117
GSA Capital Partners
United Kingdom
$414K +$451K +25,818 New
CAN
118
Cetera Advisor Networks
California
$403K -$394K -22,527 -47%
AG
119
Algert Global
California
$389K +$424K +24,260 New
CG
120
Cutler Group
California
$382K -$1.31M -74,781 -76%
Renaissance Technologies
121
Renaissance Technologies
New York
$372K +$405K +23,200 New
SWP
122
Stratos Wealth Partners
Ohio
$364K +$88K +5,037 +28%
IMC Chicago
123
IMC Chicago
Illinois
$360K -$63.3K -3,622 -14%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$351K +$117K +6,685 +44%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$351K +$383K +21,895 New

RKT Hedge Fund Activity: Q3 2021 in Review

238 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2021, worth a combined $1.18B — down 18% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RKT positions and 34 closed out — a net gain of 6 holders — while 70 added to existing stakes and 80 trimmed.

The largest buyer was Invesco, adding an estimated $46.4M. The largest seller was Citadel Advisors, cutting an estimated $27.5M.

  • 238 institutional investors held Rocket Companies (RKT) as of Q3 2021, up from 234 in Q2 2021.
  • Funds reported $1.18B of Rocket Companies stock for Q3 2021, down 18% quarter-over-quarter.
  • 40 funds opened new Rocket Companies positions in Q3 2021 and 34 closed out, a net change of +6 holders.
  • The largest Rocket Companies buyer in Q3 2021 was Invesco, an estimated $46.4M added.
  • The largest Rocket Companies seller in Q3 2021 was Citadel Advisors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2021.