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Rocket Companies

269 hedge funds and large institutions have $1.95B invested in Rocket Companies in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $169M | Put options by funds: $73.7M

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

48% more capital invested

Capital invested by funds: $1.32B → $1.95B (+$633M)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

6% more funds holding

Funds holding: 254269 (+15)

3.34% more ownership

Funds ownership: 69.11%72.44% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
269
Holders Change
+15
Holders Change %
+5.91%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
100
Reduced
66
Closed
38
Calls
$169M
Puts
$73.7M
Net Calls
+$94.8M
Net Calls Change
+$58.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Keebeck Wealth Management
Illinois
$1.2M -$263K -15,000 -19%
Mariner
102
Mariner
Kansas
$1.18M +$115K +6,551 +12%
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$1.16M +$4.21K +240 +0.4%
QC
104
Quadrature Capital
United Kingdom
$1.07M +$979K +55,817 New
First Eagle Investment Management
105
First Eagle Investment Management
New York
$1.07M +$91.2K +5,200 +10%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$1.05M
CAM
107
Cresset Asset Management
Illinois
$1.04M -$7.65K -436 -0.8%
IMC Chicago
108
IMC Chicago
Illinois
$1.02M -$104K -5,952 -10%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$1.02M
Canada Life
110
Canada Life
Manitoba, Canada
$1M +$83.5K +4,758 +10%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$985K -$39.2K -2,236 -4%
WMA
112
Wealth Management Associates
New Jersey
$939K -$11.8K -670 -1%
SO
113
STRS Ohio
Ohio
$927K +$56.8K +3,235 +7%
ECM
114
ExodusPoint Capital Management
New York
$921K -$3.72M -212,220 -82%
ET
115
Entropy Technologies
New York
$875K +$800K +45,597 New
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$863K -$26.3K -1,500 -3%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$835K +$287K +16,354 +60%
AllianceBernstein
118
AllianceBernstein
Tennessee
$738K -$14.3M -816,817 -96%
ASRS
119
Arizona State Retirement System
Arizona
$694K +$20.6K +1,172 +3%
SEC
120
Seven Eight Capital
New York
$691K +$632K +36,007 New
Osaic Holdings
121
Osaic Holdings
Arizona
$632K +$11.9K +676 +2%
IVP
122
Intrinsic Value Partners
Arizona
$623K -$47.3K -2,695 -8%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$616K +$67.7K +3,860 +14%
DG
124
DMC Group
Alabama
$610K +$41.6K +2,373 +8%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$599K

RKT Hedge Fund Activity: Q3 2024 in Review

269 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2024, worth a combined $1.95B — up 48% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RKT positions and 38 closed out — a net gain of 17 holders — while 100 added to existing stakes and 66 trimmed.

The largest buyer was Nuveen, adding an estimated $87.8M. The largest seller was Fidelity Investments, cutting an estimated $61.8M.

  • 269 institutional investors held Rocket Companies (RKT) as of Q3 2024, up from 254 in Q2 2024.
  • Funds reported $1.95B of Rocket Companies stock for Q3 2024, up 48% quarter-over-quarter.
  • 55 funds opened new Rocket Companies positions in Q3 2024 and 38 closed out, a net change of +17 holders.
  • The largest Rocket Companies buyer in Q3 2024 was Nuveen, an estimated $87.8M added.
  • The largest Rocket Companies seller in Q3 2024 was Fidelity Investments, an estimated $61.8M sold.

Based on aggregated 13F filings for Q3 2024.