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Rocket Companies

259 hedge funds and large institutions have $1.69B invested in Rocket Companies in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+14
Holders Change %
+5.71%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
77
Increased
77
Reduced
84
Closed
63
Calls
$367M
Puts
$380M
Net Calls
-$13.3M
Net Calls Change
+$60.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
201
FinTrust Capital Advisors
South Carolina
$23K +$23K +1,000 New
AWC
202
Abundance Wealth Counselors
Pennsylvania
$23K +$23K +1,000 New
SPIA
203
Steward Partners Investment Advisory
New York
$22.4K -$44K -1,906 -66%
SFS
204
Sowell Financial Services
Arkansas
$22K -$123K -6,538 -85%
AWM
205
Accel Wealth Management
Iowa
$19K +$19K +831 New
MAM
206
McCarthy Asset Management
California
$16K
1IA
207
1834 Investment Advisors
Wisconsin
$14K +$2.33K +100 +20%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$13K -$171K -7,622 -93%
NSIM
209
North Star Investment Management
Illinois
$12K
BC
210
Bartlett & Co
Ohio
$12K
AF
211
Advisornet Financial
Minnesota
$12K +$9.6K +400 +400%
BCWM
212
Bartlett & Co Wealth Management
Ohio
$11.5K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$11K
MFT
214
Moisand Fitzgerald Tamayo
Florida
$9K +$3.38K +150 +60%
FF
215
FourThought Financial
Florida
$8K -$8.53K -373 -52%
GWSG
216
GPS Wealth Strategies Group
Colorado
$8K +$8K +354 New
Fidelity Investments
217
Fidelity Investments
Massachusetts
$7K -$32.5M -1,366,152 -100%
AF
218
Allworth Financial
California
$7K
APWM
219
Atlas Private Wealth Management
New York
$7K
CAL
220
Capital Analysts LLC
Pennsylvania
$7K +$7K +295 New
LWA
221
Lenox Wealth Advisors
New York
$7K +$7K +300 New
FWM
222
Focused Wealth Management
New York
$6K +$6K +270 New
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.77K +$5.77K +250 New
NFSG
224
Newbridge Financial Services Group
Florida
$5K -$59.1K -2,365 -92%
TIM
225
Tortoise Investment Management
New York
$5K -$5K -200 -50%