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The RMR Group
RMR

Overview Fund Activity

184 hedge funds and large institutions have $287M invested in The RMR Group in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
44
Reduced
53
Closed
31
Calls
$249K
Puts
$422K
Net Calls
-$173K
Net Calls Change
+$299K

Top Buyers

1
Invesco
Invesco
Georgia
$4.08M
2
UBS Group
UBS Group
Switzerland
$7.36M
3
Jane Street
Jane Street
New York
$1.29M
4
Citadel Advisors
Citadel Advisors
Florida
$4.12M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.64M

Top Sellers

1
WA
Wasatch Advisors
Utah
$0
2
BlackRock
BlackRock
New York
$41.8M
3
Charles Schwab
Charles Schwab
California
$3.15M
4
Morgan Stanley
Morgan Stanley
New York
$1.85M
5
QOP
Quinn Opportunity Partners
Virginia
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
151
Private Trust Company
Ohio
$360 – – –
EWM
152
Evermay Wealth Management
Virginia
$288 +$288 +12 New
HPC
153
HM Payson & Co
Maine
$240 – – –
BONH
154
Bank of New Hampshire
New Hampshire
$216 – – –
HCM
155
Highlander Capital Management
New Jersey
$216 – – –
SIS
156
Sound Income Strategies
Florida
$216 – – –
CT
157
Colonial Trust
South Carolina
$216 – – –
NSIM
158
North Star Investment Management
Illinois
$192 -$240 -10 -56%
AF
159
Allworth Financial
California
$192 – – –
BWAM
160
Boyd Watterson Asset Management
Ohio
$168 – – –
CA
161
CoreCap Advisors
Michigan
$168 +$168 +7 New
CFD
162
Creative Financial Designs
Indiana
$144 – – –
CTA
163
Colonial Trust Advisors
South Carolina
$120 – – –
SPIA
164
Steward Partners Investment Advisory
New York
$120 – – –
FGAM
165
Financial Gravity Asset Management
Texas
$98 +$98 +4 New
SWA
166
SOA Wealth Advisors
New York
$96 – – –
AFG
167
Albion Financial Group
Utah
$96 – – –
WWM
168
Wolff Wiese Magana
California
$96 – – –
LFA
169
LGT Financial Advisors
Texas
$96 – – –
SSB
170
Sandy Spring Bank
Maryland
$96 +$96 +4 New
TC
171
Truvestments Capital
Florida
$72 -$1.1K -46 -94%
AWM
172
Avior Wealth Management
Nebraska
$72 +$72 +3 New
NFSG
173
Newbridge Financial Services Group
Florida
$72 +$72 +3 New
AIC
174
Archer Investment Corporation
Indiana
$48 -$48 -2 -50%
RIL
175
Rothschild Investment LLC
Illinois
$48 – – –
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7
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