We are live on ! Find out more
RMR icon

The RMR Group

184 hedge funds and large institutions have $287M invested in The RMR Group in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.13% less ownership

Funds ownership: 78.11%75.98% (-2.1%)

4% less funds holding

Funds holding: 191184 (-7)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

17% less capital invested

Capital invested by funds: $346M → $287M (-$59.3M)

41% less call options, than puts

Call options by funds: $249K | Put options by funds: $422K

Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
44
Reduced
53
Closed
31
Calls
$249K
Puts
$422K
Net Calls
-$173K
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$280K -$23.8K -950 -8%
Truist Financial
77
Truist Financial
North Carolina
$279K -$75 -3 -0%
NRD
78
Nebula Research & Development
New York
$277K -$20.9K -832 -7%
II
79
Ibex Investors
Colorado
$240K +$251K +10,000 New
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$238K
UBS AM
81
UBS AM
Illinois
$222K
RC
82
RBF Capital
California
$216K
SGI
83
Summit Global Investments
Utah
$215K -$35.1K -1,400 -14%
CAMG
84
CWA Asset Management Group
Florida
$201K +$210K +8,361 New
CSS
85
Cubist Systematic Strategies
Connecticut
$200K -$22.9K -913 -10%
SOW
86
State of Wyoming
Wyoming
$182K -$48.8K -1,945 -20%
AIG
87
American International Group
New York
$182K -$1.63K -65 -0.8%
MIM
88
MetLife Investment Management
New Jersey
$179K
Citigroup
89
Citigroup
New York
$174K +$49.2K +1,963 +37%
Deutsche Bank
90
Deutsche Bank
Germany
$168K -$13.1K -521 -7%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$155K +$69.7K +2,780 +76%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$153K -$64.2K -2,562 -29%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$135K +$602 +24 +0.4%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$123K -$87.1K -3,474 -40%
Wells Fargo
95
Wells Fargo
California
$121K +$15.6K +621 +14%
CSC
96
Caldwell Sutter Capital
California
$103K -$7.62K -304 -7%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$101K
HCA
98
Harbor Capital Advisors
Illinois
$96K +$100K +4,006 New
C
99
Covestor
United Kingdom
$94K +$30.3K +1,210 +44%
DZ Bank
100
DZ Bank
Germany
$76.8K -$50.1K -2,000 -38%

RMR Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2024, worth a combined $287M — down 17% from $346M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of RMR and 27 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 44 added.

The largest buyer was Invesco, adding an estimated $3.3M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $10.3M sold.

  • 184 institutional investors held The RMR Group (RMR) as of Q1 2024, down from 191 in Q4 2023.
  • Funds reported $287M of The RMR Group stock for Q1 2024, down 17% quarter-over-quarter.
  • 27 funds opened new The RMR Group positions in Q1 2024 and 31 closed out, a net change of -4 holders.
  • The largest The RMR Group buyer in Q1 2024 was Invesco, an estimated $3.3M added.
  • The largest The RMR Group seller in Q1 2024 was Wasatch Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2024.