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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.

New
Increased
Maintained
Reduced
Closed

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: 33 (0)

2% less funds holding

Funds holding: 241236 (-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

Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
78
Reduced
69
Closed
41
Calls
$44.5M
Puts
$67.2M
Net Calls
-$22.7M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$76.9M +$3.64M +421,445 +4%
CIA
2
Caledonia Investments (Australia)
Australia
$68.5M
Invesco
3
Invesco
Georgia
$61.9M -$20.5M -2,376,977 -22%
State Street
4
State Street
Massachusetts
$40.6M +$1.06M +122,916 +2%
BlackRock
5
BlackRock
New York
$37.3M -$14M -1,621,192 -24%
TCMX
6
Technology Crossover Management X
California
$32.8M
DSA
7
Davis Selected Advisers
Arizona
$30.2M +$17.9K +2,073 +0.1%
Renaissance Technologies
8
Renaissance Technologies
New York
$17.9M +$673K +77,900 +3%
VH
9
ValueAct Holdings
California
$14.7M +$17.3M +2,000,000 New
JVBC
10
J.V. Bruni & Co
Colorado
$12.1M +$4.26M +492,836 +43%
Goldman Sachs
11
Goldman Sachs
New York
$12.1M +$5.12M +593,246 +57%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.2M -$2.16M -250,302 -14%
Retirement Systems of Alabama
13
Retirement Systems of Alabama
Alabama
$10.7M
JAM
14
Jupiter Asset Management
United Kingdom
$10.1M +$8.5M +984,749 +255%
HC
15
Hillman Company
Pennsylvania
$9.27M
Morgan Stanley
16
Morgan Stanley
New York
$9.17M +$1.49M +172,479 +16%
Federated Hermes
17
Federated Hermes
Pennsylvania
$9.09M -$2.79M -323,564 -21%
Millennium Management
18
Millennium Management
New York
$8.98M +$10.5M +1,220,515 New
Bank of America
19
Bank of America
North Carolina
$8.39M +$5.5M +636,361 +126%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.43M +$7.2M +833,956 +2,102%
SC
21
Sculptor Capital
New York
$5.87M +$6.88M +797,000 New
WANY
22
Wealthspire Advisors (New York)
New York
$5.45M +$2.59K +300 +0%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.09M -$401K -46,483 -6%
PCM
24
Patient Capital Management
Maryland
$4.66M +$3.67M +424,500 +204%
Charles Schwab
25
Charles Schwab
California
$4.4M -$854K -98,920 -14%

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.