RMR icon

The RMR Group

191 hedge funds and large institutions have $346M invested in The RMR Group in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+12
Holders Change %
+6.7%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
52
Reduced
58
Closed
16
Calls
$335K
Puts
$807K
Net Calls
-$472K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
176
LGT Financial Advisors
Texas
$113
WWM
177
Wolff Wiese Magana
California
$113
SWA
178
SOA Wealth Advisors
New York
$113
BWM
179
Baystate Wealth Management
Massachusetts
$91
FCMT
180
Founders Capital Management (Texas)
Texas
$56
AssetMark Inc
181
AssetMark Inc
California
$56
EAM
182
Eukles Asset Management
Ohio
$56
AWM
183
AllSquare Wealth Management
New York
$56
FGA
184
Fortis Group Advisors
New Jersey
$56 +$28 +1 +100%
RIL
185
Rothschild Investment LLC
Illinois
$56 +$56 +2 New
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$29
PWMG
187
Prestige Wealth Management Group
New Jersey
$29
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$28
LOIP
189
Live Oak Investment Partners
Texas
$28 -$25
PS
190
Principal Securities
Iowa
$28 +$28 +1 New
PA
191
Pineridge Advisors
Missouri
$28 +$28 +1 New
Millennium Management
192
Millennium Management
New York
-$3.86M -157,248 Closed
Axa
193
Axa
France
-$863K -35,178 Closed
II
194
Inspire Investing
Idaho
-$610K -24,864 Closed
MPM
195
MBB Public Markets
Illinois
-$339K -13,842 Closed
XT
196
XTX Topco
Cayman Islands
-$323K -13,184 Closed
HF
197
HRT Financial
New York
-$298K -12,166 Closed
JF
198
Jump Financial
Illinois
-$256K -10,442 Closed
OQS
199
Occudo Quantitative Strategies
Florida
-$242K -9,860 Closed
Walleye Capital
200
Walleye Capital
New York
-$204K -8,310 Closed