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The RMR Group
RMR

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

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $282M → $298M (+$15.7M)

5% more funds holding

Funds holding: 170 → 179 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.2% less ownership

Funds ownership: 77.92% → 77.72% (-0.2%)

87% less call options, than puts

Call options by funds: $158K | Put options by funds: $1.18M

Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.84%
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

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$7.09M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.34M
3
GC
Globeflex Capital
California
+$1.73M
4
N
Nuveen
North Carolina
+$1.52M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$933K

Top Sellers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$8.43M
2
NCM
Nantahala Capital Management
Connecticut
-$6.44M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
4
Ameriprise
Ameriprise
Minnesota
-$961K
5
Goldman Sachs
Goldman Sachs
New York
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
126
EverSource Wealth Advisors
Alabama
$6.35K – – –
PA
127
Parallel Advisors
California
$6.16K +$96 +4 +2%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03K – – –
QCG
129
Quadrant Capital Group
Ohio
$3.78K -$27.7K -1,150 -88%
NF
130
Norwood Financial
Pennsylvania
$2.7K – – –
NA
131
NewEdge Advisors
Louisiana
$2.55K +$844 +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
$1.54K +$1.21K +50 +385%
AF
136
Allworth Financial
California
$1.46K +$1.16K +48 +436%
CA
137
Clearstead Advisors
Ohio
$1.42K +$699 +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
$1.03K +$24 +1 +2%
SS
142
Sunbelt Securities
Texas
$1K – – –
BFEC
143
Benjamin F. Edwards & Company
Missouri
$1K – – –
Bessemer Group
144
Bessemer Group
New Jersey
$1K – – –
CAL
145
Capital Analysts LLC
Pennsylvania
$1K +$506 +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 +$482 +20 New
NSIM
150
North Star Investment Management
Illinois
$441 – – –
4 5
6
7 8

RMR Hedge Fund Activity: Q3 2023 in Review

179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2023, worth a combined $298M — up 5.6% from $282M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RMR positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.09M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $8.43M.

  • 179 institutional investors held The RMR Group (RMR) as of Q3 2023, up from 170 in Q2 2023.
  • Funds reported $298M of The RMR Group stock for Q3 2023, up 5.6% quarter-over-quarter.
  • 28 funds opened new The RMR Group positions in Q3 2023 and 18 closed out, a net change of +10 holders.
  • The largest The RMR Group buyer in Q3 2023 was Wasatch Advisors, an estimated $7.09M added.
  • The largest The RMR Group seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q3 2023.