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The RMR Group

174 hedge funds and large institutions have $310M invested in The RMR Group in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

10% more capital invested

Capital invested by funds: $282M → $310M (+$28.5M)

3.05% more ownership

Funds ownership: 74.65%77.69% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 180174 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

35% less call options, than puts

Call options by funds: $93K | Put options by funds: $144K

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
59
Reduced
40
Closed
23
Calls
$93K
Puts
$144K
Net Calls
-$51K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$235K +$228K +9,253 New
SGI
77
Summit Global Investments
Utah
$232K
A
78
AlphaQuest
New York
$225K -$169K -6,860 -44%
FFG
79
Fiduciary Financial Group
California
$218K +$213K +8,619 New
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$216K +$8.81K +357 +4%
MIM
81
MetLife Investment Management
New Jersey
$212K
CF
82
Corebridge Financial
Texas
$210K -$1.26K -51 -0.6%
Wells Fargo
83
Wells Fargo
California
$183K +$7.7K +312 +5%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$167K
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$161K
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$154K
SG Americas Securities
87
SG Americas Securities
New York
$150K +$146K +5,924 New
Deutsche Bank
88
Deutsche Bank
Germany
$143K
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$138K -$11.2K -452 -8%
CSC
90
Caldwell Sutter Capital
California
$109K
C
91
Covestor
United Kingdom
$102K -$24.2K -979 -19%
DZ Bank
92
DZ Bank
Germany
$81.2K
MAM
93
Meeder Asset Management
Ohio
$80.6K +$12.3K +500 +19%
SO
94
STRS Ohio
Ohio
$76.1K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$64K -$6.37K -258 -9%
ACM
96
Aquatic Capital Management
Illinois
$58.4K -$138K -5,600 -71%
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$39K +$222 +9 +0.6%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$36K
AIP
99
Ameritas Investment Partners
Nebraska
$34.5K
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$34K

RMR Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2024, worth a combined $310M — up 10% from $282M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RMR and 18 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 59 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $5.88M. The largest seller was Engine Capital Management, exiting entirely with an estimated $2.51M sold.

  • 174 institutional investors held The RMR Group (RMR) as of Q3 2024, down from 180 in Q2 2024.
  • Funds reported $310M of The RMR Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q3 2024 and 23 closed out, a net change of -5 holders.
  • The largest The RMR Group buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $5.88M added.
  • The largest The RMR Group seller in Q3 2024 was Engine Capital Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2024.