RMR icon

The RMR Group
RMR

Overview Fund Activity

193 hedge funds and large institutions have $331M invested in The RMR Group in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
58
Reduced
46
Closed
14
Calls
$181K
Puts
$679K
Net Calls
-$498K
Net Calls Change
-$498K

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.45M
2
UBS Group
UBS Group
Switzerland
+$2.13M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.92M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.1M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$864K

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$8.14M
2
BlackRock
BlackRock
New York
-$2.1M
3
Millennium Management
Millennium Management
New York
-$1.75M
4
Goldman Sachs
Goldman Sachs
New York
-$1.69M
5
TG
TCW Group
California
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
151
North Star Investment Management
Illinois
$735 -$131 -5 -15%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$656 – – –
BCMLT
153
Beacon Capital Management LLC (Tennessee)
Tennessee
$603 – – –
AIP
154
Ahrens Investment Partners
Louisiana
$446 +$446 +17 New
AF
155
Allworth Financial
California
$432 – – –
BAAM
156
Baker Avenue Asset Management
California
$420 – – –
PTC
157
Private Trust Company
Ohio
$394 – – –
CFB
158
Cullen/Frost Bankers
Texas
$341 – – –
PO
159
Private Ocean
California
$341 +$341 +13 New
SIS
160
Sound Income Strategies
Florida
$262 – – –
BWA
161
BDO Wealth Advisors
Florida
$237 – – –
BONH
162
Bank of New Hampshire
New Hampshire
$236 – – –
CT
163
Colonial Trust
South Carolina
$236 – – –
AAS
164
Ameritas Advisory Services
Nebraska
$218 +$218 +9 New
First Manhattan
165
First Manhattan
New York
$209 – – –
HI
166
Harbour Investments
Wisconsin
$184 – – –
BWAM
167
Boyd Watterson Asset Management
Ohio
$184 – – –
SSC
168
Syverson Strege & Co
Iowa
$170 – – –
PAI
169
Pittenger & Anderson Inc
Nebraska
$158 – – –
BAM
170
Belpointe Asset Management
Nevada
$157 – – –
CTA
171
Colonial Trust Advisors
South Carolina
$131 -$314 -12 -71%
SPIA
172
Steward Partners Investment Advisory
New York
$131 – – –
S
173
SignatureFD
Georgia
$105 -$158 -6 -60%
SWA
174
SOA Wealth Advisors
New York
$105 – – –
WWM
175
Wolff Wiese Magana
California
$105 – – –
5 6
7
8 9