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Rocket Companies

241 hedge funds and large institutions have $898M invested in Rocket Companies in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 64 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 64

11.98% more ownership

Funds ownership: 54.56%66.54% (+12%)

1% more call options, than puts

Call options by funds: $74M | Put options by funds: $73.4M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 257241 (-16)

13% less capital invested

Capital invested by funds: $1.03B → $898M (-$133M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

Holders
241
Holders Change
-16
Holders Change %
-6.23%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
86
Reduced
64
Closed
61
Calls
$74M
Puts
$73.4M
Net Calls
+$602K
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
201
Reitz Capital Advisors
Michigan
$6K -$257K -20,780 -98%
NSIM
202
North Star Investment Management
Illinois
$6K
TCM
203
Tradewinds Capital Management
Washington
$6K
BC
204
Bartlett & Co
Ohio
$6K +$6.18K +500 New
BCWM
205
Bartlett & Co Wealth Management
Ohio
$5.56K +$6.18K +500 New
CP
206
Castleview Partners
Texas
$5K +$6.18K +500 New
GCM
207
Gables Capital Management
Florida
$4K
SWM
208
Sugarloaf Wealth Management
Georgia
$4K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$4K +$3.49K +282 +427%
Loomis, Sayles & Company
210
Loomis, Sayles & Company
Massachusetts
$4K +$4.85K +392 New
RIM
211
Rockbridge Investment Management
New York
$3.31K +$3.71K +300 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$3K
LWA
213
Lenox Wealth Advisors
New York
$3K
CA
214
Clearstead Advisors
Ohio
$2K -$31.6K -2,552 -94%
JWA
215
JFS Wealth Advisors
Pennsylvania
$2K -$3.71K -300 -60%
AFS
216
Annapolis Financial Services
Maryland
$2K
CSB
217
City State Bank
Iowa
$2K
GWMIA
218
Global Wealth Management Investment Advisory
Florida
$2K
NFSG
219
Newbridge Financial Services Group
Florida
$2K
FWM
220
Focused Wealth Management
New York
$2K +$173 +14 +9%
HFS
221
Hantz Financial Services
Michigan
$2K +$1.89K +153 New
PFS
222
Prospera Financial Services
Texas
$2K +$2.55K +206 New
GEA
223
Glen Eagle Advisors
New Jersey
$1.91K +$186 +15 +10%
ADL
224
Asset Dedication LLC
California
$1K
CFFP
225
Center for Financial Planning
Michigan
$1K

RKT Hedge Fund Activity: Q1 2022 in Review

241 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q1 2022, worth a combined $898M — down 13% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RKT and 48 opened new positions — a net loss of 13 holders — while 64 trimmed existing stakes and 86 added.

The largest buyer was Vanguard Group, adding an estimated $27.9M. The largest seller was Susquehanna International Group, cutting an estimated $22.9M.

  • 241 institutional investors held Rocket Companies (RKT) as of Q1 2022, down from 257 in Q4 2021.
  • Funds reported $898M of Rocket Companies stock for Q1 2022, down 13% quarter-over-quarter.
  • 48 funds opened new Rocket Companies positions in Q1 2022 and 61 closed out, a net change of -13 holders.
  • The largest Rocket Companies buyer in Q1 2022 was Vanguard Group, an estimated $27.9M added.
  • The largest Rocket Companies seller in Q1 2022 was Susquehanna International Group, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2022.