Rocket Companies
213 hedge funds and large institutions have $724M invested in Rocket Companies in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 46 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less capital invested
Capital invested by funds: $781M → $724M (-$56.7M)
8.07% less ownership
Funds ownership: 71.68% → 63.61% (-8.1%)
12% less funds holding
Funds holding: 242 → 213 (-29)
23% less call options, than puts
Call options by funds: $25.9M | Put options by funds: $33.4M
28% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 76
57% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 46
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$14.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$3.13M |
| 3 |
Jane Street
New York
|
+$2.35M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.68M |
| 5 |
SFM
Soros Fund Management
New York
|
+$997K |
Top Sellers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$14.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.52M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.34M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.96M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$4.94M |
RKT Hedge Fund Activity: Q2 2023 in Review
213 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q2 2023, worth a combined $724M — down 7.3% from $781M a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of RKT and 20 opened new positions — a net loss of 26 holders — while 76 trimmed existing stakes and 55 added.
The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was Balyasny Asset Management, cutting an estimated $14.1M.
- 213 institutional investors held Rocket Companies (RKT) as of Q2 2023, down from 242 in Q1 2023.
- Funds reported $724M of Rocket Companies stock for Q2 2023, down 7.3% quarter-over-quarter.
- 20 funds opened new Rocket Companies positions in Q2 2023 and 46 closed out, a net change of -26 holders.
- The largest Rocket Companies buyer in Q2 2023 was Morgan Stanley, an estimated $14.7M added.
- The largest Rocket Companies seller in Q2 2023 was Balyasny Asset Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2023.