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The RMR Group

168 hedge funds and large institutions have $252M invested in The RMR Group in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 77.69%77.13% (-0.56%)

3% less funds holding

Funds holding: 174168 (-6)

19% less capital invested

Capital invested by funds: $310M → $252M (-$57.9M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

68% less call options, than puts

Call options by funds: $74K | Put options by funds: $233K

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
52
Reduced
45
Closed
30
Calls
$74K
Puts
$233K
Net Calls
-$159K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
SOA Wealth Advisors
New York
$83
WWM
152
Wolff Wiese Magana
California
$83
YP
153
YANKCOM Partnership
South Dakota
$83 +$93 +4 New
CTA
154
Colonial Trust Advisors
South Carolina
$62
TC
155
Truvestments Capital
Florida
$62
CAWM
156
Capital A Wealth Management
Pennsylvania
$62 +$69 +3 New
KTC
157
Kentucky Trust Company
Kentucky
$62 +$69 +3 New
EAM
158
Eukles Asset Management
Ohio
$42
VFM
159
Vision Financial Markets
Connecticut
$42 +$46 +2 New
AWM
160
AllSquare Wealth Management
New York
$41
FCMT
161
Founders Capital Management (Texas)
Texas
$41
GEA
162
Glen Eagle Advisors
New Jersey
$41
DF
163
Dunhill Financial
United Kingdom
$23
FGA
164
Fortis Group Advisors
New Jersey
$21
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$21
PA
166
Pineridge Advisors
Missouri
$21
PWMG
167
Prestige Wealth Management Group
New Jersey
$21
LDB
168
Lee, Danner & Bass
Tennessee
$21 +$23 +1 New
DM
169
Deerfield Management
New York
-$461K -18,170 Closed
Jane Street
170
Jane Street
New York
-$460K -18,141 Closed
KA
171
Kovack Advisors
Florida
-$400K -15,769 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
-$313K -12,322 Closed
ETC
173
Exchange Traded Concepts
Oklahoma
-$306K -12,051 Closed
SCP
174
Seizert Capital Partners
Michigan
-$271K -10,658 Closed
SIP
175
Stoneridge Investment Partners
Pennsylvania
-$260K -10,226 Closed

RMR Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2024, worth a combined $252M — down 19% from $310M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 24 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 52 added.

The largest buyer was Nantahala Capital Management, adding an estimated $2.58M. The largest seller was Nuveen, cutting an estimated $3.34M.

  • 168 institutional investors held The RMR Group (RMR) as of Q4 2024, down from 174 in Q3 2024.
  • Funds reported $252M of The RMR Group stock for Q4 2024, down 19% quarter-over-quarter.
  • 24 funds opened new The RMR Group positions in Q4 2024 and 30 closed out, a net change of -6 holders.
  • The largest The RMR Group buyer in Q4 2024 was Nantahala Capital Management, an estimated $2.58M added.
  • The largest The RMR Group seller in Q4 2024 was Nuveen, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2024.