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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
ARMC
176
American Research & Management Company
Massachusetts
$9K
AF
177
Allworth Financial
California
$8K
HI
178
Harbour Investments
Wisconsin
$8K
APA
179
American Portfolios Advisors
New York
$7.24K -$39.9K -4,585 -80%
SPIA
180
Steward Partners Investment Advisory
New York
$6K -$139 -16 -2%
ZIG
181
Zullo Investment Group
Pennsylvania
$6K
OPW
182
Oxler Private Wealth
New York
$5.63K
GIA
183
GHP Investment Advisors
Colorado
$5K
SWM
184
Selective Wealth Management
Virginia
$5K
WFA
185
Wipfli Financial Advisors
Wisconsin
$5K +$6.24K +718 New
BCWM
186
Bartlett & Co Wealth Management
Ohio
$3.16K
Deutsche Bank
187
Deutsche Bank
Germany
$3K -$296 -34 -6%
BC
188
Bartlett & Co
Ohio
$3K
MFT
189
Moisand Fitzgerald Tamayo
Florida
$3K
NSIM
190
North Star Investment Management
Illinois
$3K
SWM
191
Sugarloaf Wealth Management
Georgia
$3K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$2K -$1.29K -148 -30%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$2K
CA
194
Clearstead Advisors
Ohio
$2K +$869 +100 +66%
GEA
195
Glen Eagle Advisors
New Jersey
$1.09K
SC
196
Stephens Consulting
Michigan
$1.01K +$869 +100 +167%
EI
197
Ellevest Inc
New York
$1K -$2.47K -284 -75%
AFS
198
Annapolis Financial Services
Maryland
$1K
CCM
199
Covington Capital Management
California
$1K
FWM
200
Focused Wealth Management
New York
$1K

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.