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The RMR Group
RMR

Overview Fund Activity

193 hedge funds and large institutions have $331M invested in The RMR Group in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
58
Reduced
46
Closed
14
Calls
$181K
Puts
$679K
Net Calls
-$498K
Net Calls Change
-$498K

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.45M
2
UBS Group
UBS Group
Switzerland
+$2.13M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.92M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.1M
5
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$864K

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$8.14M
2
BlackRock
BlackRock
New York
-$2.1M
3
Millennium Management
Millennium Management
New York
-$1.75M
4
Goldman Sachs
Goldman Sachs
New York
-$1.69M
5
TG
TCW Group
California
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
176
Glassman Wealth Services
Virginia
$105 – – –
SWA
177
SOA Wealth Advisors
New York
$105 – – –
BWM
178
Baystate Wealth Management
Massachusetts
$85 – – –
TC
179
Truvestments Capital
Florida
$79 – – –
EAM
180
Eukles Asset Management
Ohio
$52 – – –
AssetMark Inc
181
AssetMark Inc
California
$52 – – –
Group One Trading
182
Group One Trading
Illinois
$52 – – –
AWM
183
AllSquare Wealth Management
New York
$52 – – –
IGWM
184
ICA Group Wealth Management
Colorado
$52 – – –
PWMG
185
Prestige Wealth Management Group
New Jersey
$27 – – –
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$26 – – –
LOIP
187
Live Oak Investment Partners
Texas
$26 -$28 – –
WT
188
Whittier Trust
California
$26 – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$26 +$26 +1 New
WP
190
WealthPLAN Partners
Nebraska
$20 +$20 +1 New
TG
191
TCW Group
California
– -$1.43M -50,784 Closed
EGM
192
Engineers Gate Manager
New York
– -$460K -16,275 Closed
FIM
193
Freedom Investment Management
Connecticut
– -$376K -13,317 Closed
GCP
194
GSA Capital Partners
United Kingdom
– -$314K -11,130 Closed
ZCM
195
Zebra Capital Management
Connecticut
– -$286K -10,125 Closed
XT
196
XTX Topco
Cayman Islands
– -$249K -8,804 Closed
USCWA
197
U.S. Capital Wealth Advisors
Texas
– -$3.65K -129 Closed
HIA
198
Harbor Investment Advisory
Maryland
– -$1.38K -49 Closed
EI
199
Ellevest Inc
New York
– -$961 -34 Closed
FGAM
200
Financial Gravity Asset Management
Texas
– -$5.31K -28 Closed
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