We are live on ! Find out more
RMR icon

The RMR Group
RMR

180 hedge funds and large institutions have $282M invested in The RMR Group in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less capital invested

Capital invested by funds: $287M → $282M (-$4.91M)

1.33% less ownership

Funds ownership: 75.98% → 74.65% (-1.3%)

2% less funds holding

Funds holding: 184 → 180 (-4)

58% less call options, than puts

Call options by funds: $190K | Put options by funds: $456K

Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
63
Reduced
48
Closed
20
Calls
$190K
Puts
$456K
Net Calls
-$266K
Net Calls Change
-$93K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.26M
2
Citadel Advisors
Citadel Advisors
Florida
+$853K
3
GAMC
Garner Asset Management Corp
Texas
+$851K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$829K
5
BlackRock
BlackRock
New York
+$751K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6.81M
2
N
Nuveen
North Carolina
-$2.33M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.65M
4
NCM
Nantahala Capital Management
Connecticut
-$1.05M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$739K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63K – – –
CC
127
Cypress Capital
Tennessee
$4.52K +$4.68K +200 New
Comerica Bank
128
Comerica Bank
Texas
$2.53K -$1.08K -46 -29%
QL
129
Quarry LP
New York
$2.37K +$210 +9 +9%
AF
130
Allworth Financial
California
$2.21K +$1.85K +79 +988%
TFGT
131
TS Financial Group (TSFG)
Illinois
$2K +$23 +1 +1%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$1.76K -$13.2K -564 -88%
FHA
133
First Horizon Advisors
Tennessee
$1.7K – – –
PWMG
134
Private Wealth Management Group
New Jersey
$1.65K – – –
SIC
135
Salem Investment Counselors
North Carolina
$1.13K – – –
S
136
Sachetta
Massachusetts
$1.11K – – –
TF
137
Tompkins Financial
New York
$1.11K – – –
SAM
138
Smartleaf Asset Management
Massachusetts
$1.09K +$1.12K +48 New
IA
139
IFP Advisors
Florida
$1.04K – – –
LFG
140
Larson Financial Group
Missouri
$1K – – –
BFEC
141
Benjamin F. Edwards & Company
Missouri
$1K – – –
Bessemer Group
142
Bessemer Group
New Jersey
$1K – – –
SS
143
Sunbelt Securities
Texas
$936 – – –
IAIM
144
International Assets Investment Management
Florida
$927 +$959 +41 New
FFA
145
Frazier Financial Advisors
Ohio
$859 – – –
PS
146
Principal Securities
Iowa
$701 +$725 +31 New
GI
147
GAMMA Investing
California
$678 +$702 +30 New
FFA
148
Farther Finance Advisors
California
$674 – – –
CA
149
Clearstead Advisors
Ohio
$656 – – –
MSG
150
Main Street Group
Virginia
$607 – – –
4 5
6
7 8

RMR Hedge Fund Activity: Q2 2024 in Review

180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2024, worth a combined $282M — down 1.7% from $287M a quarter earlier.

Fund positioning in RMR was balanced in Q2 2024: 20 funds opened new positions, 20 closed out, 63 added to existing stakes and 48 trimmed.

The largest buyer was Invesco, adding an estimated $6.26M. The largest seller was UBS Group, cutting an estimated $6.81M.

  • 180 institutional investors held The RMR Group (RMR) as of Q2 2024, down from 184 in Q1 2024.
  • Funds reported $282M of The RMR Group stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 20 funds opened new The RMR Group positions in Q2 2024 and 20 closed out, a net change of 0 holders.
  • The largest The RMR Group buyer in Q2 2024 was Invesco, an estimated $6.26M added.
  • The largest The RMR Group seller in Q2 2024 was UBS Group, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2024.