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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
TRCT
101
Tower Research Capital (TRC)
New York
$29.8K -$313K -12,684 -92%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$27.4K
SCM
103
Sterling Capital Management
North Carolina
$26.8K +$26.1K +1,056 New
Osaic Holdings
104
Osaic Holdings
Arizona
$18.4K -$839 -34 -4%
Canada Life
105
Canada Life
Manitoba, Canada
$18K +$173 +7 +1%
QL
106
Quarry LP
New York
$16.5K +$13.5K +546 +520%
AB
107
Amalgamated Bank
New York
$13K
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.87K +$4.54K +184 +90%
Simplex Trading
109
Simplex Trading
Illinois
$9K -$57.8K -2,340 -87%
Barrow, Hanley, Mewhinney & Strauss
110
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.72K
NC
111
nVerses Capital
Florida
$7.61K -$12.3K -500 -63%
US Bancorp
112
US Bancorp
Minnesota
$7.56K -$5.04K -204 -41%
NA
113
NewEdge Advisors
Louisiana
$7.46K +$7.26K +294 New
EWA
114
EverSource Wealth Advisors
Alabama
$6.57K
PA
115
Parallel Advisors
California
$6.04K
S
116
SignatureFD
Georgia
$5.53K +$5.38K +218 New
BBHC
117
Brown Brothers Harriman & Co
New York
$3.45K +$3.36K +136 New
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$3.2K -$195K -7,903 -98%
Comerica Bank
119
Comerica Bank
Texas
$2.84K
AF
120
Allworth Financial
California
$2.23K +$25 +1 +1%
GI
121
GAMMA Investing
California
$2.11K +$1.31K +53 +177%
FFA
122
Farther Finance Advisors
California
$2K +$1.21K +49 +163%
TFGT
123
TS Financial Group (TSFG)
Illinois
$2K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.98K
FHA
125
First Horizon Advisors
Tennessee
$1.9K

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.