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The RMR Group
RMR

Overview Fund Activity

170 hedge funds and large institutions have $282M invested in The RMR Group in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-23
Holders Change %
-11.92%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
55
Reduced
43
Closed
33
Calls
$153K
Puts
$966K
Net Calls
-$813K
Net Calls Change
-$315K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$4.99M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$24.4M
3
RA
Royce & Associates
New York
$10.1M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$1.49M
5
Charles Schwab
Charles Schwab
California
$3.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$322K
2
BlackRock
BlackRock
New York
$44.3M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
NCM
Nantahala Capital Management
Connecticut
$16.2M
5
Millennium Management
Millennium Management
New York
$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$1.11K – – –
Simplex Trading
127
Simplex Trading
Illinois
$1K -$18.8K -1,258 -95%
Bessemer Group
128
Bessemer Group
New Jersey
$1K – – –
BFEC
129
Benjamin F. Edwards & Company
Missouri
$1K – – –
SF
130
Safeguard Financial
Wisconsin
$1K +$1K +3 New
LFG
131
Larson Financial Group
Missouri
$961 – – –
SS
132
Sunbelt Securities
Texas
$947 – – –
S
133
SignatureFD
Georgia
$857 +$764 +33 +825%
AIC
134
Archer Investment Corporation
Indiana
$811 +$93 +4 +13%
AF
135
Advisornet Financial
Minnesota
$718 – – –
CA
136
Clearstead Advisors
Ohio
$672 – – –
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$579 – – –
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$533 – – –
NSIM
139
North Star Investment Management
Illinois
$417 -$232 -10 -36%
PTC
140
Private Trust Company
Ohio
$348 – – –
LC
141
Lindbrook Capital
California
$301 -$1.53K -66 -84%
SPIA
142
Steward Partners Investment Advisory
New York
$301 +$185 +8 +160%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$301 +$301 +13 New
AF
144
Allworth Financial
California
$265 -$120 -5 -31%
BAAM
145
Baker Avenue Asset Management
California
$232 -$139 -6 -38%
SIS
146
Sound Income Strategies
Florida
$232 – – –
BWA
147
BDO Wealth Advisors
Florida
$209 – – –
BONH
148
Bank of New Hampshire
New Hampshire
$209 – – –
CT
149
Colonial Trust
South Carolina
$209 – – –
First Manhattan
150
First Manhattan
New York
$185 – – –
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