We are live on ! Find out more
RKT icon

Rocket Companies

219 hedge funds and large institutions have $499M invested in Rocket Companies in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 69.24%68.58% (-0.66%)

7% less funds holding

Funds holding: 236219 (-17)

13% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 77

17% less capital invested

Capital invested by funds: $604M → $499M (-$105M)

32% less call options, than puts

Call options by funds: $34.5M | Put options by funds: $50.8M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

Holders
219
Holders Change
-17
Holders Change %
-7.2%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
67
Reduced
77
Closed
49
Calls
$34.5M
Puts
$50.8M
Net Calls
-$16.3M
Net Calls Change
+$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$63.7M -$3.26M -375,027 -4%
CIA
2
Caledonia Investments (Australia)
Australia
$58.5M -$513K -58,965 -0.6%
Invesco
3
Invesco
Georgia
$52.8M -$508K -58,491 -0.7%
BlackRock
4
BlackRock
New York
$36.4M +$6.1M +701,935 +14%
TCMX
5
Technology Crossover Management X
California
$28.1M
DSA
6
Davis Selected Advisers
Arizona
$25.4M -$772K -88,787 -2%
Morgan Stanley
7
Morgan Stanley
New York
$17M +$12.5M +1,438,861 +115%
Renaissance Technologies
8
Renaissance Technologies
New York
$15.3M -$188K -21,600 -0.9%
State Street
9
State Street
Massachusetts
$14.2M -$28.5M -3,276,969 -59%
JVBC
10
J.V. Bruni & Co
Colorado
$10.5M +$58K +6,668 +0.4%
First Trust Advisors
11
First Trust Advisors
Illinois
$9.39M +$12.8M +1,471,132 +9,666%
Retirement Systems of Alabama
12
Retirement Systems of Alabama
Alabama
$9.16M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.14M -$634K -72,969 -5%
JAM
14
Jupiter Asset Management
United Kingdom
$8.28M -$525K -60,383 -4%
VH
15
ValueAct Holdings
California
$8.19M -$6.12M -703,973 -35%
HC
16
Hillman Company
Pennsylvania
$7.96M
Federated Hermes
17
Federated Hermes
Pennsylvania
$7.76M -$61.1K -7,030 -0.6%
WANY
18
Wealthspire Advisors (New York)
New York
$4.68M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.34M -$44.8K -5,159 -0.7%
Goldman Sachs
20
Goldman Sachs
New York
$4.15M -$8.57M -986,034 -60%
Charles Schwab
21
Charles Schwab
California
$3.81M +$49.3K +5,667 +0.9%
SFI
22
Susquehanna Fundamental Investments
Pennsylvania
$3.78M +$5.2M +598,302 New
SC
23
Sculptor Capital
New York
$3.77M -$1.74M -200,000 -25%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.49M +$1.99M +228,645 +71%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.42M +$1.71M +196,404 +57%

RKT Hedge Fund Activity: Q3 2022 in Review

219 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2022, worth a combined $499M — down 17% from $604M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of RKT and 32 opened new positions — a net loss of 17 holders — while 77 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $12.8M. The largest seller was State Street, cutting an estimated $28.5M.

  • 219 institutional investors held Rocket Companies (RKT) as of Q3 2022, down from 236 in Q2 2022.
  • Funds reported $499M of Rocket Companies stock for Q3 2022, down 17% quarter-over-quarter.
  • 32 funds opened new Rocket Companies positions in Q3 2022 and 49 closed out, a net change of -17 holders.
  • The largest Rocket Companies buyer in Q3 2022 was First Trust Advisors, an estimated $12.8M added.
  • The largest Rocket Companies seller in Q3 2022 was State Street, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2022.