We are live on ! Find out more
RMR icon

The RMR Group

179 hedge funds and large institutions have $298M invested in The RMR Group in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $282M → $298M (+$15.7M)

5% more funds holding

Funds holding: 170179 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 77.92%77.72% (-0.2%)

87% less call options, than puts

Call options by funds: $158K | Put options by funds: $1.18M

Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
54
Reduced
39
Closed
18
Calls
$158K
Puts
$1.18M
Net Calls
-$1.02M
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$368
SPIA
152
Steward Partners Investment Advisory
New York
$319
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$270 -$48 -2 -15%
SIS
154
Sound Income Strategies
Florida
$245
BONH
155
Bank of New Hampshire
New Hampshire
$221
CT
156
Colonial Trust
South Carolina
$221
HPC
157
HM Payson & Co
Maine
$221 +$217 +9 New
BWAM
158
Boyd Watterson Asset Management
Ohio
$172
AIC
159
Archer Investment Corporation
Indiana
$147 -$699 -29 -83%
HI
160
Harbour Investments
Wisconsin
$147
CFD
161
Creative Financial Designs
Indiana
$147 +$145 +6 New
CTA
162
Colonial Trust Advisors
South Carolina
$123
AFG
163
Albion Financial Group
Utah
$99
WWM
164
Wolff Wiese Magana
California
$99
SWA
165
SOA Wealth Advisors
New York
$98
LFA
166
LGT Financial Advisors
Texas
$98 +$96 +4 New
BWM
167
Baystate Wealth Management
Massachusetts
$79
TC
168
Truvestments Capital
Florida
$74
EAM
169
Eukles Asset Management
Ohio
$50
AWM
170
AllSquare Wealth Management
New York
$49
AssetMark Inc
171
AssetMark Inc
California
$49
DCBT
172
Dakota Community Bank & Trust
North Dakota
$49
FCMT
173
Founders Capital Management (Texas)
Texas
$49
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$25
LOIP
175
Live Oak Investment Partners
Texas
$25

RMR Hedge Fund Activity: Q3 2023 in Review

179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2023, worth a combined $298M — up 5.6% from $282M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RMR positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.09M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $8.43M.

  • 179 institutional investors held The RMR Group (RMR) as of Q3 2023, up from 170 in Q2 2023.
  • Funds reported $298M of The RMR Group stock for Q3 2023, up 5.6% quarter-over-quarter.
  • 28 funds opened new The RMR Group positions in Q3 2023 and 18 closed out, a net change of +10 holders.
  • The largest The RMR Group buyer in Q3 2023 was Wasatch Advisors, an estimated $7.09M added.
  • The largest The RMR Group seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q3 2023.