RMR icon

The RMR Group
RMR

Overview Fund Activity

191 hedge funds and large institutions have $346M invested in The RMR Group in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
52
Reduced
58
Closed
16
Calls
$335K
Puts
$807K
Net Calls
-$472K
Net Calls Change
+$549K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.47M
2
WA
2
Wasatch Advisors
Utah
$10.3M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.72M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.93M
5
ICM
5
Islay Capital Management
Texas
$1.18M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$16.5M
3
Axa
3
Axa
France
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.06M
5
NCM
5
Nantahala Capital Management
Connecticut
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$875 – – –
VWA
152
Valued Wealth Advisors
Utah
$859 +$859 +35 New
HNB
153
Huntington National Bank
Ohio
$847 +$847 +30 New
CA
154
Clearstead Advisors
Ohio
$819 -$819 -29 -50%
NA
155
NewEdge Advisors
Louisiana
$790 -$2.14K -76 -73%
MSG
156
Main Street Group
Virginia
$762 +$762 +27 New
BCMLT
157
Beacon Capital Management LLC (Tennessee)
Tennessee
$564 – – –
NSIM
158
North Star Investment Management
Illinois
$508 – – –
PTC
159
Private Trust Company
Ohio
$423 – – –
GI
160
GAMMA Investing
California
$287 +$287 +11 New
HPC
161
HM Payson & Co
Maine
$283 +$28 +1 +11%
NFA
162
Northwest Financial Advisors
Virginia
$271 +$271 +10 New
SIS
163
Sound Income Strategies
Florida
$254 -$28 -1 -10%
HCM
164
Highlander Capital Management
New Jersey
$254 – – –
BONH
165
Bank of New Hampshire
New Hampshire
$254 – – –
CT
166
Colonial Trust
South Carolina
$254 – – –
AF
167
Allworth Financial
California
$226 -$1.44K -51 -86%
GRP
168
Global Retirement Partners
California
$212 +$212 +8 New
BWAM
169
Boyd Watterson Asset Management
Ohio
$198 – – –
HI
170
Harbour Investments
Wisconsin
$169 – – –
CFD
171
Creative Financial Designs
Indiana
$169 – – –
SPIA
172
Steward Partners Investment Advisory
New York
$141 -$226 -8 -62%
CTA
173
Colonial Trust Advisors
South Carolina
$141 – – –
AIC
174
Archer Investment Corporation
Indiana
$113 -$57 -2 -33%
SWA
175
SOA Wealth Advisors
New York
$113 – – –
5 6
7
8 9