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The RMR Group

191 hedge funds and large institutions have $346M invested in The RMR Group in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
52
Reduced
58
Closed
16
Calls
$335K
Puts
$807K
Net Calls
-$472K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$18K
US Bancorp
127
US Bancorp
Minnesota
$12.4K -$10.2K -361 -45%
Barrow, Hanley, Mewhinney & Strauss
128
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.4K
EWA
129
EverSource Wealth Advisors
Alabama
$7.31K
PA
130
Parallel Advisors
California
$6.72K -$367 -13 -5%
LC
131
Lindbrook Capital
California
$6.69K +$4.91K +174 +276%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.79K
Simplex Trading
133
Simplex Trading
Illinois
$5K +$5K +203 New
QCG
134
Quadrant Capital Group
Ohio
$4.35K
NF
135
Norwood Financial
Pennsylvania
$3.1K
LF
136
Lee Financial
Texas
$2.82K +$2.82K +100 New
FHA
137
First Horizon Advisors
Tennessee
$2.12K
TFGT
138
TS Financial Group (TSFG)
Illinois
$2K
SIC
139
Salem Investment Counselors
North Carolina
$1.42K
TF
140
Tompkins Financial
New York
$1.38K
TC
141
Truvestments Capital
Florida
$1.38K +$1.3K +46 +1,533%
IA
142
IFP Advisors
Florida
$1.3K -$56 -2 -4%
S
143
Sachetta
Massachusetts
$1.22K +$1.22K +43 New
LFG
144
Larson Financial Group
Missouri
$1.21K +$28 +1 +2%
SS
145
Sunbelt Securities
Texas
$1.16K
FFA
146
Frazier Financial Advisors
Ohio
$1.07K +$1.07K +38 New
FFA
147
Farther Finance Advisors
California
$1.02K -$818 -29 -45%
Bessemer Group
148
Bessemer Group
New Jersey
$1K
BFEC
149
Benjamin F. Edwards & Company
Missouri
$1K
ASN
150
Advisory Services Network
Georgia
$988 +$988 +35 New