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Rocket Companies

254 hedge funds and large institutions have $1.32B invested in Rocket Companies in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $67.2M | Put options by funds: $31.1M

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

51% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 63

7% more funds holding

Funds holding: 237254 (+17)

0.13% less ownership

Funds ownership: 69.24%69.11% (-0.13%)

4% less capital invested

Capital invested by funds: $1.38B → $1.32B (-$56.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
49
Increased
95
Reduced
63
Closed
28
Calls
$67.2M
Puts
$31.1M
Net Calls
+$36.1M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$201K -$104K -7,722 -34%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$198K +$114K +8,462 +140%
LFP
153
Lakeshore Financial Planning
Michigan
$185K +$13.5K +1,000 +8%
BCI
154
Brinker Capital Investments
Pennsylvania
$181K +$179K +13,237 New
OPS
155
Orion Portfolio Solutions
Nebraska
$181K +$179K +13,237 New
VF
156
Virtu Financial
New York
$181K +$179K +13,210 New
DekaBank Deutsche Girozentrale
157
DekaBank Deutsche Girozentrale
Germany
$180K
FAFN
158
First Affirmative Financial Network
Colorado
$178K -$16.9K -1,251 -9%
Ameriprise
159
Ameriprise
Minnesota
$167K +$9.1K +673 +6%
Mitsubishi UFJ Asset Management
160
Mitsubishi UFJ Asset Management
Japan
$166K -$60.6K -4,486 -27%
TSS
161
Two Sigma Securities
New York
$164K -$677K -50,062 -81%
PAG
162
Private Advisor Group
New Jersey
$160K -$15.3K -1,134 -9%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$158K -$23.1K -1,711 -13%
HighTower Advisors
164
HighTower Advisors
Illinois
$151K +$150K +11,074 New
AWM
165
Axxcess Wealth Management
California
$149K +$147K +10,879 New
CAAS
166
Capital Asset Advisory Services
Michigan
$144K +$147K +10,879 New
BIM
167
Bridges Investment Management
Nebraska
$143K +$141K +10,422 New
GAMC
168
Garner Asset Management Corp
Texas
$141K -$4.05K -300 -3%
Principal Financial Group
169
Principal Financial Group
Iowa
$141K -$432 -32 -0.3%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$140K -$1.92K -142 -1%
MML Investors Services
171
MML Investors Services
Massachusetts
$139K -$25K -1,853 -15%
Man Group
172
Man Group
United Kingdom
$139K +$137K +10,134 New
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$137K +$135K +10,001 New
CWM
174
Cranbrook Wealth Management
Michigan
$118K
WBC
175
Westpac Banking Corp
Australia
$81.2K