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Rocket Companies

242 hedge funds and large institutions have $781M invested in Rocket Companies in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
79
Reduced
68
Closed
32
Calls
$40.2M
Puts
$29.5M
Net Calls
+$10.7M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
201
Bartlett & Co
Ohio
$5K
GWS
202
Glassman Wealth Services
Virginia
$4.76K +$109 +12 +2%
ASN
203
Advisory Services Network
Georgia
$4.7K +$2.52K +278 +115%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$4.53K
NSIM
205
North Star Investment Management
Illinois
$4.53K
TWC
206
TD Waterhouse Canada
Ontario, Canada
$4.51K -$2.61M -286,341 -100%
DAM
207
Delta Asset Management
Tennessee
$3.62K
MFT
208
Moisand Fitzgerald Tamayo
Florida
$3.62K
PA
209
Parallel Advisors
California
$3.19K -$8.12K -896 -72%
SWM
210
Sugarloaf Wealth Management
Georgia
$3.17K
CI Investments Inc
211
CI Investments Inc
Ontario, Canada
$3K -$125 -12 -4%
AA
212
Ancora Advisors
Ohio
$2.81K -$8.6K -950 -75%
CA
213
Clearstead Advisors
Ohio
$2.27K
WP
214
WealthPLAN Partners
Nebraska
$2.27K +$2.27K +250 New
AFS
215
Annapolis Financial Services
Maryland
$1.81K
LFG
216
Larson Financial Group
Missouri
$1.81K
NFSG
217
Newbridge Financial Services Group
Florida
$1.81K
BWM
218
Baystate Wealth Management
Massachusetts
$1.81K +$1.81K +200 New
QC
219
Quent Capital
New York
$1.76K
GEA
220
Glen Eagle Advisors
New Jersey
$1.56K
FWM
221
Focused Wealth Management
New York
$1.51K
SC
222
Stephens Consulting
Michigan
$1.45K
HFS
223
Hantz Financial Services
Michigan
$1K
IGWM
224
ICA Group Wealth Management
Colorado
$906
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$725 +$370 +40,855 +104%