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Rocket Companies

269 hedge funds and large institutions have $1.95B invested in Rocket Companies in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $169M | Put options by funds: $73.7M

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

48% more capital invested

Capital invested by funds: $1.32B → $1.95B (+$633M)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

6% more funds holding

Funds holding: 254269 (+15)

3.34% more ownership

Funds ownership: 69.11%72.44% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
269
Holders Change
+15
Holders Change %
+5.91%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
100
Reduced
66
Closed
38
Calls
$169M
Puts
$73.7M
Net Calls
+$94.8M
Net Calls Change
+$58.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$232M -$136K -7,732 -0.1%
Boston Partners
2
Boston Partners
Massachusetts
$182M +$3M +171,207 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$153M -$3.02M -172,286 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$147M -$61.8M -3,523,053 -32%
BlackRock
5
BlackRock
New York
$103M +$1.09M +62,350 +1%
N
6
Nuveen
North Carolina
$102M +$87.8M +5,002,372 +1,585%
TCMX
7
Technology Crossover Management X
California
$85.4M
State Street
8
State Street
Massachusetts
$78.8M +$22.3M +1,269,795 +45%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$63.6M +$9.62M +548,076 +20%
DSA
10
Davis Selected Advisers
Arizona
$60.7M -$945K -53,850 -2%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$53.4M +$23.6M +1,344,433 +94%
Renaissance Technologies
12
Renaissance Technologies
New York
$52.9M +$5.07M +288,904 +12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$39.2M +$223K +12,735 +0.6%
Morgan Stanley
14
Morgan Stanley
New York
$33.9M +$6.27M +357,192 +25%
Voloridge Investment Management
15
Voloridge Investment Management
Florida
$30.6M +$637K +36,329 +2%
JVBC
16
J.V. Bruni & Co
Colorado
$29.5M -$1.69M -96,292 -6%
JGC
17
J. Goldman & Co
New York
$28.8M -$1.33M -75,611 -5%
CAM
18
Contour Asset Management
New York
$28.8M +$26.3M +1,499,165 New
VOYA Investment Management
19
VOYA Investment Management
Georgia
$25.6M +$23.1M +1,317,024 +6,750%
HC
20
Hillman Company
Pennsylvania
$24.2M
Charles Schwab
21
Charles Schwab
California
$20M +$1.27M +72,308 +7%
Bank of America
22
Bank of America
North Carolina
$15.3M +$3.27M +186,242 +30%
Legal & General Group
23
Legal & General Group
United Kingdom
$14.2M +$835K +47,581 +7%
LPL Financial
24
LPL Financial
California
$13.1M +$409K +23,333 +4%
Millennium Management
25
Millennium Management
New York
$13M +$4.53M +257,924 +61%

RKT Hedge Fund Activity: Q3 2024 in Review

269 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2024, worth a combined $1.95B — up 48% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RKT positions and 38 closed out — a net gain of 17 holders — while 100 added to existing stakes and 66 trimmed.

The largest buyer was Nuveen, adding an estimated $87.8M. The largest seller was Fidelity Investments, cutting an estimated $61.8M.

  • 269 institutional investors held Rocket Companies (RKT) as of Q3 2024, up from 254 in Q2 2024.
  • Funds reported $1.95B of Rocket Companies stock for Q3 2024, up 48% quarter-over-quarter.
  • 55 funds opened new Rocket Companies positions in Q3 2024 and 38 closed out, a net change of +17 holders.
  • The largest Rocket Companies buyer in Q3 2024 was Nuveen, an estimated $87.8M added.
  • The largest Rocket Companies seller in Q3 2024 was Fidelity Investments, an estimated $61.8M sold.

Based on aggregated 13F filings for Q3 2024.