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The RMR Group

179 hedge funds and large institutions have $298M invested in The RMR Group in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $282M → $298M (+$15.7M)

5% more funds holding

Funds holding: 170179 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 77.92%77.72% (-0.2%)

87% less call options, than puts

Call options by funds: $158K | Put options by funds: $1.18M

Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
54
Reduced
39
Closed
18
Calls
$158K
Puts
$1.18M
Net Calls
-$1.02M
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantbot Technologies
New York
$101K -$22.2K -922 -18%
Wells Fargo
102
Wells Fargo
California
$84.3K -$74K -3,071 -47%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$82K
SO
104
STRS Ohio
Ohio
$78K
Citigroup
105
Citigroup
New York
$72.9K -$204K -8,448 -74%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$66K +$1.01K +42 +2%
Lazard Asset Management
107
Lazard Asset Management
New York
$63K +$8.87K +368 +16%
Asset Management One
108
Asset Management One
Japan
$55.9K +$54.9K +2,278 New
C
109
Covestor
United Kingdom
$54K +$24 +1 +0%
AB
110
Amalgamated Bank
New York
$51K
TRCT
111
Tower Research Capital (TRC)
New York
$39.5K +$29.1K +1,208 +300%
HGERS
112
Householder Group Estate & Retirement Specialist
Arizona
$37.6K +$36.9K +1,532 New
AIP
113
Ameritas Investment Partners
Nebraska
$33.4K
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$33K
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$32K
VI
116
Vestcor Inc
New Brunswick, Canada
$29K +$28K +1,163 New
Osaic Holdings
117
Osaic Holdings
Arizona
$21.6K -$1.42K -59 -6%
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$21.3K
Amundi
119
Amundi
France
$20.5K
US Bancorp
120
US Bancorp
Minnesota
$19.6K +$10.4K +432 +118%
Canada Life
121
Canada Life
Manitoba, Canada
$17K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$15.6K
GCM
123
Gladius Capital Management
Illinois
$9.07K -$868 -36 -9%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$3.11K +129 +55%
Barrow, Hanley, Mewhinney & Strauss
125
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.16K

RMR Hedge Fund Activity: Q3 2023 in Review

179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2023, worth a combined $298M — up 5.6% from $282M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RMR positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.09M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $8.43M.

  • 179 institutional investors held The RMR Group (RMR) as of Q3 2023, up from 170 in Q2 2023.
  • Funds reported $298M of The RMR Group stock for Q3 2023, up 5.6% quarter-over-quarter.
  • 28 funds opened new The RMR Group positions in Q3 2023 and 18 closed out, a net change of +10 holders.
  • The largest The RMR Group buyer in Q3 2023 was Wasatch Advisors, an estimated $7.09M added.
  • The largest The RMR Group seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q3 2023.