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The RMR Group
RMR

Overview Fund Activity

174 hedge funds and large institutions have $310M invested in The RMR Group in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
59
Reduced
40
Closed
23
Calls
$93K
Puts
$144K
Net Calls
-$51K
Net Calls Change
+$215K

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$20.9M
2
Invesco
2
Invesco
Georgia
$13.4M
3
BlackRock
3
BlackRock
New York
$46.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$4.63M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.71M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.01M
3
American Century Companies
3
American Century Companies
Missouri
$775K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$10.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
151
Harbour Investments
Wisconsin
$152 -$507 -20 -77%
BCMLT
152
Beacon Capital Management LLC (Tennessee)
Tennessee
$152 – – –
SIS
153
Sound Income Strategies
Florida
$152 – – –
CPA
154
Capital Performance Advisors
California
$152 +$152 +6 New
SPIA
155
Steward Partners Investment Advisory
New York
$127 – – –
CA
156
CoreCap Advisors
Michigan
$102 -$77 -3 -43%
SWA
157
SOA Wealth Advisors
New York
$102 – – –
AFG
158
Albion Financial Group
Utah
$102 – – –
WWM
159
Wolff Wiese Magana
California
$102 – – –
CTA
160
Colonial Trust Advisors
South Carolina
$76 -$51 -2 -40%
TC
161
Truvestments Capital
Florida
$76 +$76 +3 New
S
162
Sachetta
Massachusetts
$51 -$1.05K -41 -95%
AAP
163
Arax Advisory Partners
Colorado
$51 – – –
AWM
164
AllSquare Wealth Management
New York
$51 – – –
FCMT
165
Founders Capital Management (Texas)
Texas
$51 – – –
VCM
166
Versant Capital Management
Arizona
$51 +$51 +2 New
GEA
167
Glen Eagle Advisors
New Jersey
$51 +$51 +2 New
EAM
168
Eukles Asset Management
Ohio
$50 – – –
IAIM
169
International Assets Investment Management
Florida
$41 +$39 +1,000 +2,439%
DF
170
Dunhill Financial
United Kingdom
$29 +$29 +1 New
PWMG
171
Prestige Wealth Management Group
New Jersey
$26 – – –
PA
172
Pineridge Advisors
Missouri
$25 – – –
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$25 – – –
FGA
174
Fortis Group Advisors
New Jersey
$25 – – –
LOIP
175
Live Oak Investment Partners
Texas
$25 -$23 – –
4 5 6
7
8