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The RMR Group
RMR

Overview Fund Activity

191 hedge funds and large institutions have $346M invested in The RMR Group in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
52
Reduced
58
Closed
16
Calls
$335K
Puts
$807K
Net Calls
-$472K
Net Calls Change
+$549K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.47M
2
WA
2
Wasatch Advisors
Utah
$10.3M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.72M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.93M
5
ICM
5
Islay Capital Management
Texas
$1.18M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$16.5M
3
Axa
3
Axa
France
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.06M
5
NCM
5
Nantahala Capital Management
Connecticut
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
51
CastleKnight Management
New York
$709K – – –
VOYA Investment Management
52
VOYA Investment Management
Georgia
$686K -$6.18K -219 -0.9%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$605K -$2.43K -86 -0.4%
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$597K +$2.63K +93 +0.4%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$586K -$115K -4,073 -16%
UA
56
Unison Advisors
District of Columbia
$577K +$9.51K +337 +2%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$554K +$101K +3,593 +22%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$553K -$133K -4,705 -19%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$519K – – –
Ameriprise
60
Ameriprise
Minnesota
$495K +$495K +17,547 New
WG
61
Winton Group
United Kingdom
$475K -$11.7K -413 -2%
CCM
62
Corsair Capital Management
New York
$468K -$209K -7,400 -31%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$466K -$19.5K -690 -4%
PI
64
Putnam Investments
Massachusetts
$441K -$11.2K -398 -2%
SS
65
Simplicity Solutions
Minnesota
$435K +$6.61K +234 +2%
ETC
66
Exchange Traded Concepts
Oklahoma
$412K +$412K +14,580 New
CC
67
Commons Capital
Massachusetts
$404K +$404K +14,300 New
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$402K -$276K -9,761 -41%
Legal & General Group
69
Legal & General Group
United Kingdom
$396K -$2.09K -74 -0.5%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$386K +$386K +13,658 New
AA
71
ALPS Advisors
Colorado
$367K -$20.9K -742 -5%
AllianceBernstein
72
AllianceBernstein
Tennessee
$356K -$1.98K -70 -0.6%
RWM
73
Ritholtz Wealth Management
New York
$355K +$8.3K +294 +2%
NRD
74
Nebula Research & Development
New York
$350K +$109K +3,848 +45%
SCP
75
Seizert Capital Partners
Michigan
$342K -$95.6K -3,385 -22%
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