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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
SO
101
STRS Ohio
Ohio
$72K -$5.01K -200 -6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$66K +$1.38K +55 +2%
Lazard Asset Management
103
Lazard Asset Management
New York
$61K -$1.71K -68 -3%
PAS
104
Point72 Asia (Singapore)
Singapore
$47.9K +$50K +1,996 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$43.4K -$60.7K -2,422 -57%
Amundi
106
Amundi
France
$40.7K
HGERS
107
Householder Group Estate & Retirement Specialist
Arizona
$37K +$376 +15 +1%
AIP
108
Ameritas Investment Partners
Nebraska
$32.7K
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$32K
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$31K
GCM
111
Gladius Capital Management
Illinois
$28.4K +$29.6K +1,182 New
PD
112
Point72 (DIFC)
United Arab Emirates
$26K +$27.1K +1,082 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$25.5K +$27K +1,078 New
Simplex Trading
114
Simplex Trading
Illinois
$22K +$18.8K +751 +370%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$20.8K
Osaic Holdings
116
Osaic Holdings
Arizona
$20.4K -$1.68K -67 -7%
US Bancorp
117
US Bancorp
Minnesota
$18.1K +$7.95K +317 +72%
Canada Life
118
Canada Life
Manitoba, Canada
$17K -$75 -3 -0.4%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$15.4K +$150 +6 +0.9%
MAM
120
Meeder Asset Management
Ohio
$15K -$39.7K -1,585 -72%
AB
121
Amalgamated Bank
New York
$13K -$35.3K -1,410 -73%
Barrow, Hanley, Mewhinney & Strauss
122
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.99K
EWA
123
EverSource Wealth Advisors
Alabama
$6.14K
PA
124
Parallel Advisors
California
$5.71K
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.92K

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.