Rocket Companies
236 hedge funds and large institutions have $604M invested in Rocket Companies in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 69 reducing their positions, and 41 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 69
2.7% more ownership
Funds ownership: 66.54% → 69.24% (+2.7%)
2% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 41
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 241 → 236 (-5)
33% less capital invested
Capital invested by funds: $898M → $604M (-$294M)
34% less call options, than puts
Call options by funds: $44.5M | Put options by funds: $67.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$17.3M |
| 2 |
Millennium Management
New York
|
+$10.5M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$8.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.2M |
| 5 |
SC
Sculptor Capital
New York
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$20.5M |
| 2 |
BlackRock
New York
|
-$14M |
| 3 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$6.61M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.54M |
| 5 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$5.09M |
RKT Hedge Fund Activity: Q2 2022 in Review
236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q2 2022, worth a combined $604M — down 33% from $898M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new RKT positions and 41 closed out — a net gain of 1 holder — while 78 added to existing stakes and 69 trimmed.
The largest buyer was ValueAct Holdings, opening a new position worth an estimated $17.3M. The largest seller was Invesco, cutting an estimated $20.5M.
- 236 institutional investors held Rocket Companies (RKT) as of Q2 2022, down from 241 in Q1 2022.
- Funds reported $604M of Rocket Companies stock for Q2 2022, down 33% quarter-over-quarter.
- 42 funds opened new Rocket Companies positions in Q2 2022 and 41 closed out, a net change of +1 holder.
- The largest Rocket Companies buyer in Q2 2022 was ValueAct Holdings, an estimated $17.3M added.
- The largest Rocket Companies seller in Q2 2022 was Invesco, an estimated $20.5M sold.
Based on aggregated 13F filings for Q2 2022.