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The RMR Group
RMR

Overview Fund Activity

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
Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.85%
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

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$7.21M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.39M
3
GC
3
Globeflex Capital
California
$2.06M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$4.8M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.2M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$17.3M
2
NCM
2
Nantahala Capital Management
Connecticut
$10.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.03M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
126
EverSource Wealth Advisors
Alabama
$6.35K – – –
PA
127
Parallel Advisors
California
$6.16K +$98 +4 +2%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03K – – –
QCG
129
Quadrant Capital Group
Ohio
$3.78K -$28.2K -1,150 -88%
NF
130
Norwood Financial
Pennsylvania
$2.7K – – –
NA
131
NewEdge Advisors
Louisiana
$2.55K +$858 +35 +51%
TFGT
132
TS Financial Group (TSFG)
Illinois
$2K – – –
FHA
133
First Horizon Advisors
Tennessee
$1.84K – – –
FFA
134
Farther Finance Advisors
California
$1.59K – – –
LC
135
Lindbrook Capital
California
$1.55K +$1.23K +50 +385%
AF
136
Allworth Financial
California
$1.46K +$1.19K +48 +436%
CA
137
Clearstead Advisors
Ohio
$1.42K +$712 +29 +100%
SIC
138
Salem Investment Counselors
North Carolina
$1.23K – – –
TF
139
Tompkins Financial
New York
$1.2K – – –
IA
140
IFP Advisors
Florida
$1.18K – – –
LFG
141
Larson Financial Group
Missouri
$1.04K +$25 +1 +2%
SS
142
Sunbelt Securities
Texas
$1.01K – – –
Bessemer Group
143
Bessemer Group
New Jersey
$1K – – –
BFEC
144
Benjamin F. Edwards & Company
Missouri
$1K – – –
CAL
145
Capital Analysts LLC
Pennsylvania
$1K +$1K +21 New
AF
146
Advisornet Financial
Minnesota
$760 – – –
CSPIA
147
Cary Street Partners Investment Advisory
Virginia
$613 – – –
BCMLT
148
Beacon Capital Management LLC (Tennessee)
Tennessee
$533 – – –
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$490 +$490 +20 New
NSIM
150
North Star Investment Management
Illinois
$441 – – –
4 5
6
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