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The RMR Group
RMR

Overview Fund Activity

180 hedge funds and large institutions have $282M invested in The RMR Group in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
63
Reduced
48
Closed
20
Calls
$190K
Puts
$456K
Net Calls
-$266K
Net Calls Change
-$93K

Top Buyers

1
Invesco
1
Invesco
Georgia
$9.89M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.71M
3
GAMC
3
Garner Asset Management Corp
Texas
$6.39M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$10.1M
5
BlackRock
5
BlackRock
New York
$40.1M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$16.2M
2
UBS Group
2
UBS Group
Switzerland
$346K
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.71M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$3.09M
5
NCM
5
Nantahala Capital Management
Connecticut
$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
151
Harbour Investments
Wisconsin
$588 – – –
CT
152
Colonial Trust
South Carolina
$429 +$226 +10 +111%
PTC
153
Private Trust Company
Ohio
$362 +$23 +1 +7%
AF
154
Advisornet Financial
Minnesota
$298 -$413 -18 -58%
HPC
155
HM Payson & Co
Maine
$226 – – –
NSIM
156
North Star Investment Management
Illinois
$181 – – –
GRP
157
Global Retirement Partners
California
$181 +$181 +8 New
CA
158
CoreCap Advisors
Michigan
$158 – – –
BWAM
159
Boyd Watterson Asset Management
Ohio
$158 – – –
RIL
160
Rothschild Investment LLC
Illinois
$158 +$113 +5 +250%
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$136 -$385 -17 -74%
SIS
162
Sound Income Strategies
Florida
$136 -$68 -3 -33%
CFD
163
Creative Financial Designs
Indiana
$136 – – –
CTA
164
Colonial Trust Advisors
South Carolina
$113 – – –
SPIA
165
Steward Partners Investment Advisory
New York
$113 – – –
RWMG
166
Redwood Wealth Management Group
New Jersey
$113 +$113 +5 New
WWM
167
Wolff Wiese Magana
California
$91 – – –
AFG
168
Albion Financial Group
Utah
$91 – – –
SWA
169
SOA Wealth Advisors
New York
$90 – – –
LFA
170
LGT Financial Advisors
Texas
$90 – – –
TWP
171
Triad Wealth Partners
Kansas
$68 +$68 +3 New
EAM
172
Eukles Asset Management
Ohio
$46 – – –
AAP
173
Arax Advisory Partners
Colorado
$46 +$46 +2 New
AWM
174
AllSquare Wealth Management
New York
$45 – – –
FCMT
175
Founders Capital Management (Texas)
Texas
$45 – – –
5 6
7
8 9