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Rocket Companies
RKT

Overview Fund Activity

242 hedge funds and large institutions have $781M invested in Rocket Companies in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
79
Reduced
68
Closed
32
Calls
$40.2M
Puts
$29.5M
Net Calls
+$10.7M
Net Calls Change
+$12.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.9M
3
Capital World Investors
Capital World Investors
California
$32.9M
4
Northern Trust
Northern Trust
Illinois
$8.33M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.96M

Top Sellers

1
CIA
Caledonia Investments (Australia)
Australia
$48M
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.1M
3
JCM
Junto Capital Management
New York
$0
4
Invesco
Invesco
Georgia
$46.9M
5
Millennium Management
Millennium Management
New York
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
S.A. Mason
Michigan
$31.7K +$31.7K +3,500 New
EI
177
Ellevest Inc
New York
$28.7K +$4.65K +513 +19%
CTC
178
Central Trust Company
Missouri
$27.6K +$27.6K +3,050 New
IA
179
IFP Advisors
Florida
$26.4K -$10.9K -509 -29%
IAIM
180
International Assets Investment Management
Florida
$23K +$23K +2,534 New
APW
181
Atlantic Private Wealth
North Carolina
$22.3K +$22.3K +2,460 New
CSPIA
182
Cary Street Partners Investment Advisory
Virginia
$19K – – –
S
183
SignatureFD
Georgia
$18.5K -$47.2K -5,207 -72%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$18K – – –
TWA
185
TCI Wealth Advisors
Arizona
$16.3K – – –
TRCT
186
Tower Research Capital (TRC)
New York
$16K -$47.6K -5,238 -75%
WIM
187
Westside Investment Management
California
$14.6K – – –
HCP
188
Hexagon Capital Partners
Arkansas
$14.4K – – –
OIA
189
Optimum Investment Advisors
Illinois
$13.6K +$13.6K +1,500 New
Citadel Advisors
190
Citadel Advisors
Florida
$13.5K -$994K -109,740 -99%
AIG
191
American International Group
New York
$13.1K -$362 -40 -3%
CG
192
Cutler Group
California
$13K -$30.8K -3,600 -70%
QCG
193
Quadrant Capital Group
Ohio
$12.2K -$6.39K -705 -34%
AF
194
Allworth Financial
California
$12.2K -$227 -25 -2%
HI
195
Harbour Investments
Wisconsin
$9.97K – – –
CAL
196
Capital Advisors Ltd
Ohio
$9K +$8.78K +975 +3,900%
AAS
197
Ameritas Advisory Services
Nebraska
$8.65K +$8.65K +957 New
LC
198
Lindbrook Capital
California
$8.49K +$4.79K +529 +130%
SPIA
199
Steward Partners Investment Advisory
New York
$8.43K – – –
GIA
200
GHP Investment Advisors
Colorado
$6.9K – – –
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