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The RMR Group

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

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 77.69%77.13% (-0.56%)

3% less funds holding

Funds holding: 174168 (-6)

19% less capital invested

Capital invested by funds: $310M → $252M (-$57.9M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

68% less call options, than puts

Call options by funds: $74K | Put options by funds: $233K

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.21%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$964 -$880 -38 -43%
LFG
127
Larson Financial Group
Missouri
$953 +$23 +1 +2%
PWA
128
Physician Wealth Advisors
Utah
$785 +$880 +38 New
FFA
129
Farther Finance Advisors
California
$619 -$1.14K -49 -62%
CA
130
Clearstead Advisors
Ohio
$599
SIM
131
Studio Investment Management
Illinois
$537 +$602 +26 New
SIC
132
Salem Investment Counselors
North Carolina
$520
PTC
133
Private Trust Company
Ohio
$330
RIL
134
Rothschild Investment LLC
Illinois
$248 -$116 -5 -29%
AF
135
Advisornet Financial
Minnesota
$240 +$23 +1 +9%
SS
136
Sunbelt Securities
Texas
$237
HPC
137
HM Payson & Co
Maine
$207
GI
138
GAMMA Investing
California
$206 -$1.69K -73 -88%
CT
139
Colonial Trust
South Carolina
$186 -$232 -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 +$185 +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 +$139 +6 New
SPIA
148
Steward Partners Investment Advisory
New York
$103
AFG
149
Albion Financial Group
Utah
$83
CA
150
CoreCap Advisors
Michigan
$83

RMR Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2024, worth a combined $252M — down 19% from $310M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 24 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 52 added.

The largest buyer was Nantahala Capital Management, adding an estimated $2.58M. The largest seller was Nuveen, cutting an estimated $3.34M.

  • 168 institutional investors held The RMR Group (RMR) as of Q4 2024, down from 174 in Q3 2024.
  • Funds reported $252M of The RMR Group stock for Q4 2024, down 19% quarter-over-quarter.
  • 24 funds opened new The RMR Group positions in Q4 2024 and 30 closed out, a net change of -6 holders.
  • The largest The RMR Group buyer in Q4 2024 was Nantahala Capital Management, an estimated $2.58M added.
  • The largest The RMR Group seller in Q4 2024 was Nuveen, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2024.