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Rocket Companies

229 hedge funds and large institutions have $669M invested in Rocket Companies in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
68
Reduced
68
Closed
26
Calls
$39.5M
Puts
$15.8M
Net Calls
+$23.7M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
201
Newbridge Financial Services Group
Florida
$1.64K
JPWM
202
Jamison Private Wealth Management
Georgia
$1.64K +$1.64K +200 New
PA
203
PSI Advisors
Florida
$1.64K +$1.64K +200 New
BFPW
204
BOK Financial Private Wealth
Colorado
$1.64K +$1.64K +200 New
KA
205
Kozak & Associates
Colorado
$1.59K +$1.59K +200 New
QC
206
Quent Capital
New York
$1.59K
Russell Investments Group
207
Russell Investments Group
United Kingdom
$1.47K
VWM
208
Venturi Wealth Management
Texas
$1.41K +$1.41K +172 New
GEA
209
Glen Eagle Advisors
New Jersey
$1.41K
FWM
210
Focused Wealth Management
New York
$1.37K
HFS
211
Hantz Financial Services
Michigan
$1K
UB
212
UMB Bank
Missouri
$998 +$998 +122 New
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$818 -$16.4K -2,000 -95%
LC
214
Lindbrook Capital
California
$630 -$2.05K -250 -76%
SFA
215
Semmax Financial Advisors
North Carolina
$584 +$584 +73 New
FFA
216
Farther Finance Advisors
California
$573
SC
217
Stephens Consulting
Michigan
$491
EH
218
EMG Holdings
Connecticut
$450 +$450 +55 New
BAAM
219
Baker Avenue Asset Management
California
$311 +$311 +38 New
SS
220
Sunbelt Securities
Texas
$278
PFBT
221
Parkside Financial Bank & Trust
Missouri
$189
RWPA
222
Richard W. Paul & Associates
Michigan
$164
Toronto Dominion Bank
223
Toronto Dominion Bank
Ontario, Canada
$147 +$90 +11 +157%
JWA
224
JFS Wealth Advisors
Pennsylvania
$99 -$8 -1 -8%
PPWM
225
PFG Private Wealth Management
Florida
$75 +$75 +9 New