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The RMR Group
RMR

Overview Fund Activity

174 hedge funds and large institutions have $310M invested in The RMR Group in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
59
Reduced
40
Closed
23
Calls
$93K
Puts
$144K
Net Calls
-$51K
Net Calls Change
+$215K

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$20.9M
2
Invesco
2
Invesco
Georgia
$13.4M
3
BlackRock
3
BlackRock
New York
$46.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$4.63M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.71M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.01M
3
American Century Companies
3
American Century Companies
Missouri
$775K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$10.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
126
Private Wealth Management Group
New Jersey
$1.85K – – –
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$1.62K +$1.62K +64 New
TF
128
Tompkins Financial
New York
$1.24K – – –
SAM
129
Smartleaf Asset Management
Massachusetts
$1.19K – – –
IA
130
IFP Advisors
Florida
$1.17K – – –
LFG
131
Larson Financial Group
Missouri
$1.15K +$26 +1 +2%
Bessemer Group
132
Bessemer Group
New Jersey
$1K – – –
PS
133
Principal Securities
Iowa
$787 – – –
CA
134
Clearstead Advisors
Ohio
$737 – – –
MSG
135
Main Street Group
Virginia
$685 – – –
SIC
136
Salem Investment Counselors
North Carolina
$639 -$639 -25 -50%
CT
137
Colonial Trust
South Carolina
$482 – – –
LC
138
Lindbrook Capital
California
$457 +$457 +18 New
RIL
139
Rothschild Investment LLC
Illinois
$431 +$254 +10 +143%
PTC
140
Private Trust Company
Ohio
$406 – – –
CPG
141
Cornerstone Planning Group
New Jersey
$314 +$314 +13 New
AF
142
Advisornet Financial
Minnesota
$290 -$53 -2 -15%
SS
143
Sunbelt Securities
Texas
$287 -$783 -30 -73%
NFA
144
Northwest Financial Advisors
Virginia
$257 +$257 +10 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$254 -$7.37K -290 -97%
HPC
146
HM Payson & Co
Maine
$254 – – –
CFD
147
Creative Financial Designs
Indiana
$228 +$76 +3 +50%
GRP
148
Global Retirement Partners
California
$207 – – –
NSIM
149
North Star Investment Management
Illinois
$203 – – –
BWAM
150
Boyd Watterson Asset Management
Ohio
$178 – – –
4 5
6
7 8