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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
WBC
151
Westpac Banking Corp
Australia
$50.7K -$14.8K -1,698 -17%
DFCM
152
Dark Forest Capital Management
Puerto Rico
$50K -$17.6K -2,024 -20%
SAM
153
Shell Asset Management
Netherlands
$49K -$8.85K -1,018 -12%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$47K +$36.9K +4,244 +135%
CG
155
Cutler Group
California
$42K +$56K +6,440 +2,506%
IA
156
IFP Advisors
Florida
$41K +$1.23K +141 +8%
CLOS
157
Compagnie Lombard Odier SCmA
Switzerland
$37K
BCMLT
158
Beacon Capital Management LLC (Tennessee)
Tennessee
$37K +$8.69K +1,000 +25%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$32K
MIM
160
MetLife Investment Management
New Jersey
$31.4K -$1.99K -229 -4%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$30K +$9.47K +1,090 +30%
Boston Partners
162
Boston Partners
Massachusetts
$28K +$2.19M +252,354 New
Simplex Trading
163
Simplex Trading
Illinois
$25K
Macquarie Group
164
Macquarie Group
Australia
$24K -$19.5K -2,239 -59%
CWM
165
Castle Wealth Management
Florida
$24K +$3.35K +386 +11%
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$23K +$8.83K +1,016 +40%
O
167
Ossiam
France
$18K +$24.9K +2,866 New
BFEC
168
Benjamin F. Edwards & Company
Missouri
$13K -$8.69K -1,000 -33%
US Bancorp
169
US Bancorp
Minnesota
$13K +$7.88K +906 +80%
TWA
170
TCI Wealth Advisors
Arizona
$11K +$9 +1 +0.1%
RTC
171
Riverview Trust Company
Washington
$11K +$1.81K +208 +13%
AIG
172
American International Group
New York
$10K -$504 -58 -4%
HCP
173
Hexagon Capital Partners
Arkansas
$10K +$209 +24 +2%
WIM
174
Westside Investment Management
California
$9.48K
GWS
175
Glassman Wealth Services
Virginia
$9K -$930 -107 -7%

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.