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The RMR Group

166 hedge funds and large institutions have $196M invested in The RMR Group in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 168166 (-2)

59% less call options, than puts

Call options by funds: $367K | Put options by funds: $905K

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$905K
Net Calls
Net Calls Change

Top Sellers

1 -$6.58M
2 -$1.14M
3 -$1.03M
4
Millennium Management
Millennium Management
New York
-$872K
5
Ameriprise
Ameriprise
Minnesota
-$854K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$371K
RWM
52
Ritholtz Wealth Management
New York
$345K
UBS Group
53
UBS Group
Switzerland
$327K
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$315K
OL
55
Odyssean LLC
Connecticut
$301K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$298K
Creative Planning
57
Creative Planning
Kansas
$265K
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233K
EGM
59
Engineers Gate Manager
New York
$226K
HCA
60
Harbor Capital Advisors
Illinois
$225K
First Trust Advisors
61
First Trust Advisors
Illinois
$207K
Prudential Financial
62
Prudential Financial
New Jersey
$202K
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$196K
DCM
64
DGS Capital Management
New Jersey
$184K
KK
65
KLP Kapitalforvaltning
Norway
$179K
SCM
66
Sterling Capital Management
North Carolina
$172K
QOP
67
Quinn Opportunity Partners
Virginia
$159K
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$156K
JF
69
Jump Financial
Illinois
$155K
SOW
70
State of Wyoming
Wyoming
$137K
MIM
71
MetLife Investment Management
New Jersey
$128K
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$122K
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$114K
JP Morgan Chase
74
JP Morgan Chase
New York
$111K
ACM
75
Aquatic Capital Management
Illinois
$101K