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The RMR Group

167 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, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $186M → $196M (+$9.46M)

0.97% more ownership

Funds ownership: 77.83%78.8% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 168167 (-1)

59% less call options, than puts

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

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
48
Reduced
37
Closed
23
Calls
$367K
Puts
$905K
Net Calls
-$538K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$371K +$27.8K +1,713 +7%
RWM
52
Ritholtz Wealth Management
New York
$345K +$191K +11,763 +112%
UBS Group
53
UBS Group
Switzerland
$327K -$150K -9,213 -30%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$315K -$217K -13,394 -40%
OL
55
Odyssean LLC
Connecticut
$301K +$316K +19,457 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$298K -$16.3K -1,003 -5%
Creative Planning
57
Creative Planning
Kansas
$265K +$4.35K +268 +2%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233K -$267K -16,453 -52%
EGM
59
Engineers Gate Manager
New York
$226K -$15.9K -980 -6%
HCA
60
Harbor Capital Advisors
Illinois
$225K +$19.6K +1,208 +9%
First Trust Advisors
61
First Trust Advisors
Illinois
$207K +$34.8K +2,147 +19%
Prudential Financial
62
Prudential Financial
New Jersey
$202K +$212K +13,034 New
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$196K
DCM
64
DGS Capital Management
New Jersey
$184K +$193K +11,878 New
KK
65
KLP Kapitalforvaltning
Norway
$179K
SCM
66
Sterling Capital Management
North Carolina
$172K -$105K -6,453 -37%
QOP
67
Quinn Opportunity Partners
Virginia
$159K +$167K +10,263 New
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$156K +$164K +10,078 New
JF
69
Jump Financial
Illinois
$155K +$162K +10,000 New
SOW
70
State of Wyoming
Wyoming
$137K +$143K +8,837 New
MIM
71
MetLife Investment Management
New Jersey
$128K
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$122K +$128K +7,871 New
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$114K +$2.76K +170 +2%
JP Morgan Chase
74
JP Morgan Chase
New York
$111K -$637K -39,221 -84%
ACM
75
Aquatic Capital Management
Illinois
$101K +$2.47K +152 +2%