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Rocket Companies
RKT

Overview Fund Activity

238 hedge funds and large institutions have $617M invested in Rocket Companies in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
68
Reduced
73
Closed
29
Calls
$45.7M
Puts
$47.3M
Net Calls
-$1.59M
Net Calls Change
+$14.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$16.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.5M
3
JCM
3
Junto Capital Management
New York
$13.3M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.7M
5
CIA
5
Caledonia Investments (Australia)
Australia
$74.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$43M
2
VH
2
ValueAct Holdings
California
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$2.81M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$5.39M
5
State Street
5
State Street
Massachusetts
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
201
Lindbrook Capital
California
$2.86K +$2.6K +372 +1,033%
MFT
202
Moisand Fitzgerald Tamayo
Florida
$2.8K – – –
USCWA
203
U.S. Capital Wealth Advisors
Texas
$2.8K +$2.8K +400 New
DAM
204
Delta Asset Management
Tennessee
$2.8K +$2.8K +400 New
MCC
205
Money Concepts Capital
Florida
$2.59K +$2.59K +370 New
SWM
206
Sugarloaf Wealth Management
Georgia
$2.45K – – –
CI Investments Inc
207
CI Investments Inc
Ontario, Canada
$2K +$1.04K +156 +108%
C
208
Covestor
United Kingdom
$2K +$1.82K +238 +992%
Dimensional Fund Advisors
209
Dimensional Fund Advisors
Texas
$1.77K -$257 -36,727 -13%
CA
210
Clearstead Advisors
Ohio
$1.76K – – –
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.75K – – –
ASN
212
Advisory Services Network
Georgia
$1.69K +$1.69K +241 New
LFG
213
Larson Financial Group
Missouri
$1.4K – – –
AFS
214
Annapolis Financial Services
Maryland
$1.4K – – –
NFSG
215
Newbridge Financial Services Group
Florida
$1.4K – – –
QC
216
Quent Capital
New York
$1.36K +$1.36K +194 New
GEA
217
Glen Eagle Advisors
New Jersey
$1.2K – – –
FWM
218
Focused Wealth Management
New York
$1.17K – – –
SC
219
Stephens Consulting
Michigan
$1.12K – – –
HFS
220
Hantz Financial Services
Michigan
$1K – – –
IGWM
221
ICA Group Wealth Management
Colorado
$941 +$941 +100 New
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$309 – – –
FFA
223
Farther Finance Advisors
California
$210 +$210 +30 New
PFBT
224
Parkside Financial Bank & Trust
Missouri
$161 -$2.21K -315 -93%
RWPA
225
Richard W. Paul & Associates
Michigan
$140 +$140 +20 New
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9
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