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Rocket Companies
RKT

242 hedge funds and large institutions have $781M invested in Rocket Companies in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $40.2M | Put options by funds: $29.5M

27% more capital invested

Capital invested by funds: $617M → $781M (+$164M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

15% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 68

2% more funds holding

Funds holding: 237 → 242 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.88% less ownership

Funds ownership: 72.56% → 71.68% (-0.88%)

Holders
242
Holders Change
+5
Holders Change %
+2.11%
% of All Funds
3.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
40
Increased
78
Reduced
68
Closed
32
Calls
$40.2M
Puts
$29.5M
Net Calls
+$10.7M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17M
3
Capital World Investors
Capital World Investors
California
+$10.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.99M
5
Northern Trust
Northern Trust
Illinois
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
CIA
Caledonia Investments (Australia)
Australia
-$45.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$14.6M
3
JCM
Junto Capital Management
New York
-$13.3M
4
Invesco
Invesco
Georgia
-$8.32M
5
Millennium Management
Millennium Management
New York
-$8.21M

RKT Hedge Fund Activity: Q1 2023 in Review

242 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q1 2023, worth a combined $781M — up 27% from $617M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new RKT positions and 32 closed out — a net gain of 8 holders — while 78 added to existing stakes and 68 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $80.2M. The largest seller was Caledonia Investments (Australia), cutting an estimated $45.6M.

  • 242 institutional investors held Rocket Companies (RKT) as of Q1 2023, up from 237 in Q4 2022.
  • Funds reported $781M of Rocket Companies stock for Q1 2023, up 27% quarter-over-quarter.
  • 40 funds opened new Rocket Companies positions in Q1 2023 and 32 closed out, a net change of +8 holders.
  • The largest Rocket Companies buyer in Q1 2023 was Fidelity Investments, an estimated $80.2M added.
  • The largest Rocket Companies seller in Q1 2023 was Caledonia Investments (Australia), an estimated $45.6M sold.

Based on aggregated 13F filings for Q1 2023.