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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.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-29
Holders Change %
-11.98%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
55
Reduced
76
Closed
46
Calls
$25.9M
Puts
$33.4M
Net Calls
-$7.54M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$8.06K +$3.58K +400 +80%
BC
177
Bartlett & Co
Ohio
$8K +$3.56K +400 +80%
Loomis, Sayles & Company
178
Loomis, Sayles & Company
Massachusetts
$5K +$5K +546 New
GWS
179
Glassman Wealth Services
Virginia
$4.6K -$108 -12 -2%
NSIM
180
North Star Investment Management
Illinois
$4.48K
TWC
181
TD Waterhouse Canada
Ontario, Canada
$4.43K
MFT
182
Moisand Fitzgerald Tamayo
Florida
$3.58K
DAM
183
Delta Asset Management
Tennessee
$3.58K
SWM
184
Sugarloaf Wealth Management
Georgia
$3.14K
CI Investments Inc
185
CI Investments Inc
Ontario, Canada
$3K -$21 -2 -0.7%
LC
186
Lindbrook Capital
California
$2.93K -$5.47K -610 -65%
PA
187
Parallel Advisors
California
$2.82K -$331 -37 -11%
AA
188
Ancora Advisors
Ohio
$2.78K
CA
189
Clearstead Advisors
Ohio
$2.24K -$9 -1 -0.4%
WP
190
WealthPLAN Partners
Nebraska
$2.24K
NFSG
191
Newbridge Financial Services Group
Florida
$1.79K
BWM
192
Baystate Wealth Management
Massachusetts
$1.79K
LFG
193
Larson Financial Group
Missouri
$1.79K
AFS
194
Annapolis Financial Services
Maryland
$1.79K
QC
195
Quent Capital
New York
$1.74K
Russell Investments Group
196
Russell Investments Group
United Kingdom
$1.61K +$1.61K +180 New
GEA
197
Glen Eagle Advisors
New Jersey
$1.54K
FWM
198
Focused Wealth Management
New York
$1.5K
HFS
199
Hantz Financial Services
Michigan
$1K +$25 +4 +3%
IGWM
200
ICA Group Wealth Management
Colorado
$896