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Rocket Companies

245 hedge funds and large institutions have $1.7B invested in Rocket Companies in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 85 increasing their positions, 42 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+36
Holders Change %
+17.22%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
90
Increased
85
Reduced
42
Closed
49
Calls
$176M
Puts
$250M
Net Calls
-$74M
Net Calls Change
+$4.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAG
201
Signet Investment Advisory Group
Rhode Island
$12K +$12K +600 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$11K
BCWM
203
Bartlett & Co Wealth Management
Ohio
$10.1K
BC
204
Bartlett & Co
Ohio
$10K
NSIM
205
North Star Investment Management
Illinois
$10K
1IA
206
1834 Investment Advisors
Wisconsin
$10K +$10K +500 New
CWA
207
Core Wealth Advisors
Florida
$9K +$3K +150 +50%
TIM
208
Tortoise Investment Management
New York
$8K +$8K +400 New
PAI
209
Pittenger & Anderson Inc
Nebraska
$8K +$8K +400 New
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$1.4K -65 -19%
AF
211
Allworth Financial
California
$6K +$6K +300 New
APWM
212
Atlas Private Wealth Management
New York
$6K +$6K +300 New
MFT
213
Moisand Fitzgerald Tamayo
Florida
$5K
GEA
214
Glen Eagle Advisors
New Jersey
$4.25K +$1.21K +60 +40%
OIA
215
Optimum Investment Advisors
Illinois
$4K
CWA
216
Carolina Wealth Advisors
South Carolina
$4K
AA
217
Ancora Advisors
Ohio
$4K
HCP
218
Hexagon Capital Partners
Arkansas
$4K +$2.23K +126 +126%
PCG
219
Private Capital Group
Connecticut
$4K +$4K +194 New
S
220
SignatureFD
Georgia
$3K -$11.3K -474 -79%
CA
221
Centerpoint Advisors
Massachusetts
$3K +$1K +50 +50%
GWMIA
222
Global Wealth Management Investment Advisory
Florida
$3K +$3K +150 New
EIM
223
Essex Investment Management
Massachusetts
$2K -$711K -42,630 -100%
VFA
224
Valeo Financial Advisors
Indiana
$2K -$7.78K -389 -80%
US Bancorp
225
US Bancorp
Minnesota
$2K -$2.82K -117 -59%