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The RMR Group

184 hedge funds and large institutions have $287M invested in The RMR Group in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.13% less ownership

Funds ownership: 78.11%75.98% (-2.1%)

4% less funds holding

Funds holding: 191184 (-7)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

17% less capital invested

Capital invested by funds: $346M → $287M (-$59.3M)

41% less call options, than puts

Call options by funds: $249K | Put options by funds: $422K

Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
44
Reduced
53
Closed
31
Calls
$249K
Puts
$422K
Net Calls
-$173K
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
126
nVerses Capital
Florida
$4.8K +$5.01K +200 New
TRCT
127
Tower Research Capital (TRC)
New York
$4.75K -$72.6K -2,895 -94%
Comerica Bank
128
Comerica Bank
Texas
$3.79K +$3.96K +158 New
NF
129
Norwood Financial
Pennsylvania
$2.64K
QL
130
Quarry LP
New York
$2.3K +$2.41K +96 New
TFGT
131
TS Financial Group (TSFG)
Illinois
$2K
FHA
132
First Horizon Advisors
Tennessee
$1.8K
PWMG
133
Private Wealth Management Group
New Jersey
$1.75K +$1.83K +73 New
S
134
Sachetta
Massachusetts
$1.22K
SIC
135
Salem Investment Counselors
North Carolina
$1.2K
TF
136
Tompkins Financial
New York
$1.18K
IA
137
IFP Advisors
Florida
$1.1K
LFG
138
Larson Financial Group
Missouri
$1.05K +$25 +1 +2%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$1K
Bessemer Group
140
Bessemer Group
New Jersey
$1K
SS
141
Sunbelt Securities
Texas
$990
FFA
142
Frazier Financial Advisors
Ohio
$912
AF
143
Advisornet Financial
Minnesota
$744
FFA
144
Farther Finance Advisors
California
$711 -$150 -6 -17%
CA
145
Clearstead Advisors
Ohio
$703
NA
146
NewEdge Advisors
Louisiana
$648 -$25 -1 -4%
MSG
147
Main Street Group
Virginia
$640
HI
148
Harbour Investments
Wisconsin
$624 +$501 +20 +333%
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$552
VWA
150
Valued Wealth Advisors
Utah
$456 -$401 -16 -46%

RMR Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2024, worth a combined $287M — down 17% from $346M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of RMR and 27 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 44 added.

The largest buyer was Invesco, adding an estimated $3.3M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $10.3M sold.

  • 184 institutional investors held The RMR Group (RMR) as of Q1 2024, down from 191 in Q4 2023.
  • Funds reported $287M of The RMR Group stock for Q1 2024, down 17% quarter-over-quarter.
  • 27 funds opened new The RMR Group positions in Q1 2024 and 31 closed out, a net change of -4 holders.
  • The largest The RMR Group buyer in Q1 2024 was Invesco, an estimated $3.3M added.
  • The largest The RMR Group seller in Q1 2024 was Wasatch Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2024.