Rocket Companies
229 hedge funds and large institutions have $669M invested in Rocket Companies in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 26 closing their positions.
149% more call options, than puts
Call options by funds: $39.5M | Put options by funds: $15.8M
65% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 26
8% more funds holding
Funds holding: 213 → 229 (+16)
0.14% more ownership
Funds ownership: 63.61% → 63.75% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 68
8% less capital invested
Capital invested by funds: $724M → $669M (-$54.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$58.8M |
| 2 |
JP Morgan Chase
New York
|
+$4.47M |
| 3 |
Renaissance Technologies
New York
|
+$3.13M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.94M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$22M |
| 2 |
Morgan Stanley
New York
|
-$17M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.55M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$4.99M |
| 5 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
-$4.83M |
RKT Hedge Fund Activity: Q3 2023 in Review
229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2023, worth a combined $669M — down 7.6% from $724M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new RKT positions and 26 closed out — a net gain of 17 holders — while 68 added to existing stakes and 68 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $58.8M. The largest seller was Invesco, cutting an estimated $22M.
- 229 institutional investors held Rocket Companies (RKT) as of Q3 2023, up from 213 in Q2 2023.
- Funds reported $669M of Rocket Companies stock for Q3 2023, down 7.6% quarter-over-quarter.
- 43 funds opened new Rocket Companies positions in Q3 2023 and 26 closed out, a net change of +17 holders.
- The largest Rocket Companies buyer in Q3 2023 was Boston Partners, an estimated $58.8M added.
- The largest Rocket Companies seller in Q3 2023 was Invesco, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2023.