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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
Invesco
1
Invesco
Georgia
$120M +$6.07M +490,407 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M +$27.9M +2,252,066 +29%
CIA
3
Caledonia Investments (Australia)
Australia
$104M
BlackRock
4
BlackRock
New York
$74.3M +$2.21M +178,545 +3%
State Street
5
State Street
Massachusetts
$60M +$6.78M +548,077 +11%
TCMX
6
Technology Crossover Management X
California
$49.5M
DSA
7
Davis Selected Advisers
Arizona
$45.6M +$21.1M +1,702,188 +71%
Renaissance Technologies
8
Renaissance Technologies
New York
$26.2M +$23.1M +1,864,700 +379%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$19.7M +$1.11M +89,759 +5%
Federated Hermes
10
Federated Hermes
Pennsylvania
$17.3M +$12.7M +1,030,536 +195%
Retirement Systems of Alabama
11
Retirement Systems of Alabama
Alabama
$16.1M
HC
12
Hillman Company
Pennsylvania
$14M
JVBC
13
J.V. Bruni & Co
Colorado
$12.9M +$3.76M +303,940 +36%
Morgan Stanley
14
Morgan Stanley
New York
$11.9M -$2.05M -165,413 -13%
Goldman Sachs
15
Goldman Sachs
New York
$11.7M +$8.21M +663,720 +172%
AllianceBernstein
16
AllianceBernstein
Tennessee
$8.8M +$8.69M +702,497 +786%
WANY
17
Wealthspire Advisors (New York)
New York
$8.23M +$9.16M +740,100 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.21M +$766K +61,950 +9%
Charles Schwab
19
Charles Schwab
California
$7.75M +$248K +20,063 +3%
Northern Trust
20
Northern Trust
Illinois
$6.76M +$4.07K +329 +0.1%
BWFA
21
Baltimore-Washington Financial Advisors
Maryland
$6.61M +$3.4M +274,585 +2,349%
Bank of America
22
Bank of America
North Carolina
$5.61M +$1.99M +160,653 +47%
Capital Fund Management (CFM)
23
Capital Fund Management (CFM)
France
$5.28M +$4.37M +353,491 +291%
EWA
24
Exencial Wealth Advisors
Oklahoma
$5.09M +$600K +48,503 +12%
Citadel Advisors
25
Citadel Advisors
Florida
$4.46M -$8M -646,685 -62%

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.