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The RMR Group

168 hedge funds and large institutions have $252M invested in The RMR Group in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 77.69%77.13% (-0.56%)

3% less funds holding

Funds holding: 174168 (-6)

19% less capital invested

Capital invested by funds: $310M → $252M (-$57.9M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

68% less call options, than puts

Call options by funds: $74K | Put options by funds: $233K

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
52
Reduced
45
Closed
30
Calls
$74K
Puts
$233K
Net Calls
-$159K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$15.2K +$301 +13 +2%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$15K +$15K +649 +832%
Canada Life
103
Canada Life
Manitoba, Canada
$15K +$69 +3 +0.4%
S
104
SignatureFD
Georgia
$12.9K +$9.4K +406 +186%
AB
105
Amalgamated Bank
New York
$11K
MCM
106
MAI Capital Management
Ohio
$9.64K +$10.8K +467 New
SS
107
SBI Securities
Japan
$8.73K +$9.79K +423 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.03K
NA
109
NewEdge Advisors
Louisiana
$7.41K +$1.5K +65 +22%
Barrow, Hanley, Mewhinney & Strauss
110
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.28K
Comerica Bank
111
Comerica Bank
Texas
$6.28K +$4.45K +192 +171%
PA
112
Parallel Advisors
California
$4.91K
C
113
Covestor
United Kingdom
$3K -$90.3K -3,901 -96%
US Bancorp
114
US Bancorp
Minnesota
$2.83K -$3.73K -161 -54%
BBHC
115
Brown Brothers Harriman & Co
New York
$2.81K
VCM
116
Versant Capital Management
Arizona
$2.27K +$2.5K +108 +5,400%
BLC
117
Brown, Lisle/Cummings
Rhode Island
$2.19K +$2.45K +106 New
TFGT
118
TS Financial Group (TSFG)
Illinois
$2K
FHA
119
First Horizon Advisors
Tennessee
$1.55K
WA
120
WPG Advisers
Maryland
$1.26K +$1.41K +61 New
T
121
Transce3nd
Texas
$1.09K +$1.23K +53 New
IA
122
IFP Advisors
Florida
$1.05K -$116 -5 -11%
RS
123
R Squared
Hong Kong
$1.03K +$1.16K +50 New
TF
124
Tompkins Financial
New York
$1.01K
Bessemer Group
125
Bessemer Group
New Jersey
$1K

RMR Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2024, worth a combined $252M — down 19% from $310M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 24 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 52 added.

The largest buyer was Nantahala Capital Management, adding an estimated $2.58M. The largest seller was Nuveen, cutting an estimated $3.34M.

  • 168 institutional investors held The RMR Group (RMR) as of Q4 2024, down from 174 in Q3 2024.
  • Funds reported $252M of The RMR Group stock for Q4 2024, down 19% quarter-over-quarter.
  • 24 funds opened new The RMR Group positions in Q4 2024 and 30 closed out, a net change of -6 holders.
  • The largest The RMR Group buyer in Q4 2024 was Nantahala Capital Management, an estimated $2.58M added.
  • The largest The RMR Group seller in Q4 2024 was Nuveen, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2024.