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Rocket Companies

229 hedge funds and large institutions have $669M invested in Rocket Companies in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $15.8M

65% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 26

8% more funds holding

Funds holding: 213229 (+16)

0.14% more ownership

Funds ownership: 63.61%63.75% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

8% less capital invested

Capital invested by funds: $724M → $669M (-$54.7M)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
68
Reduced
68
Closed
26
Calls
$39.5M
Puts
$15.8M
Net Calls
+$23.7M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.4M +$1.24M +122,894 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.7M -$1.18M -116,978 -1%
Boston Partners
3
Boston Partners
Massachusetts
$47.5M +$58.8M +5,813,633 New
BlackRock
4
BlackRock
New York
$41.2M -$343K -33,916 -0.7%
TCMX
5
Technology Crossover Management X
California
$36.4M
CIA
6
Caledonia Investments (Australia)
Australia
$35.9M -$4.83M -477,500 -10%
Capital World Investors
7
Capital World Investors
California
$29.7M +$3.5K +346 +0%
DSA
8
Davis Selected Advisers
Arizona
$27.9M -$840K -83,072 -2%
Invesco
9
Invesco
Georgia
$24.2M -$22M -2,175,455 -42%
Morgan Stanley
10
Morgan Stanley
New York
$23.7M -$17M -1,682,861 -37%
State Street
11
State Street
Massachusetts
$19.4M +$312K +30,820 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$16M +$3.13M +309,700 +19%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14M +$172K +17,006 +1%
JVBC
14
J.V. Bruni & Co
Colorado
$13.7M -$5.33K -527 -0%
Retirement Systems of Alabama
15
Retirement Systems of Alabama
Alabama
$11.9M
HC
16
Hillman Company
Pennsylvania
$10.3M
First Trust Advisors
17
First Trust Advisors
Illinois
$7.65M -$3.37M -333,721 -26%
Charles Schwab
18
Charles Schwab
California
$5.57M +$116K +11,472 +2%
QCM
19
QRG Capital Management
Illinois
$5.19M +$6.42M +635,078 New
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$5.03M +$2.62M +258,927 +73%
Northern Trust
21
Northern Trust
Illinois
$4.95M -$4.1M -405,526 -40%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.72M -$2.13M -210,212 -27%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.68M +$4.47M +442,419 +342%
CS
24
Credit Suisse
Switzerland
$4.65M -$2.59M -256,281 -31%
Legal & General Group
25
Legal & General Group
United Kingdom
$4.44M +$1.09M +107,807 +25%

RKT Hedge Fund Activity: Q3 2023 in Review

229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2023, worth a combined $669M — down 7.6% from $724M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new RKT positions and 26 closed out — a net gain of 17 holders — while 68 added to existing stakes and 68 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $58.8M. The largest seller was Invesco, cutting an estimated $22M.

  • 229 institutional investors held Rocket Companies (RKT) as of Q3 2023, up from 213 in Q2 2023.
  • Funds reported $669M of Rocket Companies stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 43 funds opened new Rocket Companies positions in Q3 2023 and 26 closed out, a net change of +17 holders.
  • The largest Rocket Companies buyer in Q3 2023 was Boston Partners, an estimated $58.8M added.
  • The largest Rocket Companies seller in Q3 2023 was Invesco, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2023.