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The RMR Group

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

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

10% more capital invested

Capital invested by funds: $282M → $310M (+$28.5M)

3.05% more ownership

Funds ownership: 74.65%77.69% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 180174 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

35% less call options, than puts

Call options by funds: $93K | Put options by funds: $144K

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.5%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$152 -$494 -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 +$148 +6 New
SPIA
155
Steward Partners Investment Advisory
New York
$127
CA
156
CoreCap Advisors
Michigan
$102 -$74 -3 -43%
AFG
157
Albion Financial Group
Utah
$102
SWA
158
SOA Wealth Advisors
New York
$102
WWM
159
Wolff Wiese Magana
California
$102
CTA
160
Colonial Trust Advisors
South Carolina
$76 -$49 -2 -40%
TC
161
Truvestments Capital
Florida
$76 +$74 +3 New
S
162
Sachetta
Massachusetts
$51 -$1.01K -41 -95%
AWM
163
AllSquare Wealth Management
New York
$51
AAP
164
Arax Advisory Partners
Colorado
$51
FCMT
165
Founders Capital Management (Texas)
Texas
$51
GEA
166
Glen Eagle Advisors
New Jersey
$51 +$49 +2 New
VCM
167
Versant Capital Management
Arizona
$51 +$49 +2 New
EAM
168
Eukles Asset Management
Ohio
$50
IAIM
169
International Assets Investment Management
Florida
$41 +$24.7K +1,000 +2,439%
DF
170
Dunhill Financial
United Kingdom
$29 +$25 +1 New
PWMG
171
Prestige Wealth Management Group
New Jersey
$26
FGA
172
Fortis Group Advisors
New Jersey
$25
LOIP
173
Live Oak Investment Partners
Texas
$25
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$25
PA
175
Pineridge Advisors
Missouri
$25

RMR Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2024, worth a combined $310M — up 10% from $282M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RMR and 18 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 59 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $5.88M. The largest seller was Engine Capital Management, exiting entirely with an estimated $2.51M sold.

  • 174 institutional investors held The RMR Group (RMR) as of Q3 2024, down from 180 in Q2 2024.
  • Funds reported $310M of The RMR Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q3 2024 and 23 closed out, a net change of -5 holders.
  • The largest The RMR Group buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $5.88M added.
  • The largest The RMR Group seller in Q3 2024 was Engine Capital Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2024.