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Rocket Companies

213 hedge funds and large institutions have $724M invested in Rocket Companies in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 46 closing their positions.

Holders
213
Holders Change
-29
Holders Change %
-11.98%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
55
Reduced
76
Closed
46
Calls
$25.9M
Puts
$33.4M
Net Calls
-$7.54M
Net Calls Change
-$18.2M
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M 11,417,723 +192,850 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96M 10,718,491 -178,699 -2%
Invesco
3
Invesco
Georgia
$46M 5,133,215 -43,128 -0.8%
BlackRock
4
BlackRock
New York
$45.4M 5,069,809 -431,657 -8%
CIA
5
Caledonia Investments (Australia)
Australia
$43.6M 4,861,650 -441,420 -8%
Morgan Stanley
6
Morgan Stanley
New York
$41M 4,574,402 +1,686,239 +58%
TCMX
7
Technology Crossover Management X
California
$39.9M 4,450,000
Capital World Investors
8
Capital World Investors
California
$32.5M 3,631,685
DSA
9
Davis Selected Advisers
Arizona
$31.3M 3,493,673 -115,938 -3%
State Street
10
State Street
Massachusetts
$20.9M 2,335,259 +359,282 +18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$15.2M 1,698,323 +112,685 +7%
JVBC
12
J.V. Bruni & Co
Colorado
$15M 1,672,504 -3,392 -0.2%
Renaissance Technologies
13
Renaissance Technologies
New York
$14.8M 1,648,400 -232,200 -12%
Retirement Systems of Alabama
14
Retirement Systems of Alabama
Alabama
$13M 1,450,000
First Trust Advisors
15
First Trust Advisors
Illinois
$11.4M 1,268,936 -979,125 -44%
HC
16
Hillman Company
Pennsylvania
$11.3M 1,259,179
Northern Trust
17
Northern Trust
Illinois
$9.05M 1,010,496 +90,994 +10%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.61M 960,526 -799,946 -45%
CS
19
Credit Suisse
Switzerland
$7.39M 824,953 +86,341 +12%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$7.06M 787,341 +84,723 +12%
WANY
21
Wealthspire Advisors (New York)
New York
$6.63M 740,400
Charles Schwab
22
Charles Schwab
California
$6M 670,032 +28,807 +4%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$4.53M 505,880 +18,495 +4%
PCM
24
Patient Capital Management
Maryland
$4.41M 492,600 -15,100 -3%
Capital Fund Management (CFM)
25
Capital Fund Management (CFM)
France
$3.99M 445,640 +96,549 +28%