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The RMR Group

168 hedge funds and large institutions have $252M invested in The RMR Group in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 77.69%77.13% (-0.56%)

3% less funds holding

Funds holding: 174168 (-6)

19% less capital invested

Capital invested by funds: $310M → $252M (-$57.9M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

68% less call options, than puts

Call options by funds: $74K | Put options by funds: $233K

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
52
Reduced
45
Closed
30
Calls
$74K
Puts
$233K
Net Calls
-$159K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$1.38M -$116K -5,017 -7%
Stifel Financial
27
Stifel Financial
Missouri
$1.37M +$17.9K +771 +1%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$1.36M -$2.77M -119,723 -65%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$1.28M -$262K -11,300 -15%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.19M -$15.9K -686 -1%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$1.18M +$71.3K +3,079 +6%
Barclays
32
Barclays
United Kingdom
$1.11M +$71K +3,068 +6%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.1M +$11.9K +516 +1%
GC
34
Globeflex Capital
California
$1.1M +$139K +6,015 +13%
CAMG
35
CWA Asset Management Group
Florida
$991K +$685K +29,568 +160%
LTAS
36
Linden Thomas Advisory Services
North Carolina
$970K -$29.1K -1,255 -3%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$936K -$382K -16,500 -27%
UBS AM
38
UBS AM
Illinois
$874K +$135K +5,841 +16%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$794K +$114K +4,910 +15%
N
40
Nuveen
North Carolina
$788K -$3.34M -144,340 -79%
TAM
41
Third Avenue Management
New York
$764K
HCA
42
Harbor Capital Advisors
Illinois
$696K +$9.45K +408 +1%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$686K -$90K -3,886 -10%
American Century Companies
44
American Century Companies
Missouri
$660K +$33.3K +1,440 +5%
State Board of Administration of Florida Retirement System
45
State Board of Administration of Florida Retirement System
Florida
$654K +$207K +8,937 +39%
SBH
46
Segall Bryant & Hamill
Illinois
$603K +$677K +29,217 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$601K -$22.3K -961 -3%
Two Sigma Investments
48
Two Sigma Investments
New York
$600K -$584K -25,222 -46%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$582K -$213K -9,200 -25%
Swiss National Bank
50
Swiss National Bank
Switzerland
$581K -$61.8K -2,667 -9%

RMR Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2024, worth a combined $252M — down 19% from $310M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 24 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 52 added.

The largest buyer was Nantahala Capital Management, adding an estimated $2.58M. The largest seller was Nuveen, cutting an estimated $3.34M.

  • 168 institutional investors held The RMR Group (RMR) as of Q4 2024, down from 174 in Q3 2024.
  • Funds reported $252M of The RMR Group stock for Q4 2024, down 19% quarter-over-quarter.
  • 24 funds opened new The RMR Group positions in Q4 2024 and 30 closed out, a net change of -6 holders.
  • The largest The RMR Group buyer in Q4 2024 was Nantahala Capital Management, an estimated $2.58M added.
  • The largest The RMR Group seller in Q4 2024 was Nuveen, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2024.