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The RMR Group
RMR

Overview Fund Activity

168 hedge funds and large institutions have $252M invested in The RMR Group in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
52
Reduced
45
Closed
30
Calls
$74K
Puts
$233K
Net Calls
-$159K
Net Calls Change
-$108K

Top Buyers

1
NCM
1
Nantahala Capital Management
Connecticut
$9.3M
2
Millennium Management
2
Millennium Management
New York
$2.24M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M
4
GAMC
4
Garner Asset Management Corp
Texas
$6.52M
5
Ameriprise
5
Ameriprise
Minnesota
$1.47M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$788K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.36M
3
RA
3
Royce & Associates
New York
$9.03M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.1K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$964 -$733 -38 -43%
LFG
127
Larson Financial Group
Missouri
$953 +$21 +1 +2%
PWA
128
Physician Wealth Advisors
Utah
$785 +$785 +38 New
FFA
129
Farther Finance Advisors
California
$619 -$1.01K -49 -62%
CA
130
Clearstead Advisors
Ohio
$599 – – –
SIM
131
Studio Investment Management
Illinois
$537 +$537 +26 New
SIC
132
Salem Investment Counselors
North Carolina
$520 – – –
PTC
133
Private Trust Company
Ohio
$330 – – –
RIL
134
Rothschild Investment LLC
Illinois
$248 -$103 -5 -29%
AF
135
Advisornet Financial
Minnesota
$240 +$20 +1 +9%
SS
136
Sunbelt Securities
Texas
$237 – – –
HPC
137
HM Payson & Co
Maine
$207 – – –
GI
138
GAMMA Investing
California
$206 -$1.5K -73 -88%
CT
139
Colonial Trust
South Carolina
$186 -$207 -10 -53%
CFD
140
Creative Financial Designs
Indiana
$186 – – –
GRP
141
Global Retirement Partners
California
$168 – – –
NSIM
142
North Star Investment Management
Illinois
$165 – – –
GSWM
143
Golden State Wealth Management
California
$165 +$165 +8 New
BWAM
144
Boyd Watterson Asset Management
Ohio
$144 – – –
HI
145
Harbour Investments
Wisconsin
$124 – – –
SIS
146
Sound Income Strategies
Florida
$124 – – –
CTC
147
Central Trust Company
Missouri
$124 +$124 +6 New
SPIA
148
Steward Partners Investment Advisory
New York
$103 – – –
AFG
149
Albion Financial Group
Utah
$83 – – –
WWM
150
Wolff Wiese Magana
California
$83 – – –
4 5
6
7 8