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The RMR Group

179 hedge funds and large institutions have $298M invested in The RMR Group in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $282M → $298M (+$15.7M)

5% more funds holding

Funds holding: 170179 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 77.92%77.72% (-0.2%)

87% less call options, than puts

Call options by funds: $158K | Put options by funds: $1.18M

Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
54
Reduced
39
Closed
18
Calls
$158K
Puts
$1.18M
Net Calls
-$1.02M
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
176
Prestige Wealth Management Group
New Jersey
$25
FGA
177
Fortis Group Advisors
New Jersey
$25 +$24 +1 New
HWP
178
Hibernia Wealth Partners
Louisiana
$25 +$24 +1 New
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$24
Ameriprise
180
Ameriprise
Minnesota
-$961K -41,490 Closed
ECM
181
ExodusPoint Capital Management
New York
-$501K -21,632 Closed
SEI Investments
182
SEI Investments
Pennsylvania
-$324K -14,000 Closed
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
-$301K -13,010 Closed
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
-$239K -10,334 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
185
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$218K -9,391 Closed
AIMCA
186
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$209K -9,025 Closed
HIM
187
Hillsdale Investment Management
Ontario, Canada
-$16.2K -700 Closed
FMII
188
Farmers & Merchants Investments Inc
Nebraska
-$7.55K -326 Closed
Simplex Trading
189
Simplex Trading
Illinois
-$1.61K -67 Closed
S
190
SignatureFD
Georgia
-$857 -37 Closed
FGAM
191
Financial Gravity Asset Management
Texas
-$132 -23 Closed
BAAM
192
Baker Avenue Asset Management
California
-$232 -10 Closed
First Manhattan
193
First Manhattan
New York
-$185 -8 Closed
SF
194
Safeguard Financial
Wisconsin
-$1K -3 Closed
Group One Trading
195
Group One Trading
Illinois
-$48 -2 Closed
IGWM
196
ICA Group Wealth Management
Colorado
-$46 -2 Closed
HCM
197
Highlander Capital Management
New Jersey
+$217 +9 New

RMR Hedge Fund Activity: Q3 2023 in Review

179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2023, worth a combined $298M — up 5.6% from $282M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RMR positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.09M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $8.43M.

  • 179 institutional investors held The RMR Group (RMR) as of Q3 2023, up from 170 in Q2 2023.
  • Funds reported $298M of The RMR Group stock for Q3 2023, up 5.6% quarter-over-quarter.
  • 28 funds opened new The RMR Group positions in Q3 2023 and 18 closed out, a net change of +10 holders.
  • The largest The RMR Group buyer in Q3 2023 was Wasatch Advisors, an estimated $7.09M added.
  • The largest The RMR Group seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q3 2023.