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The RMR Group
RMR

Overview Fund Activity

184 hedge funds and large institutions have $287M invested in The RMR Group in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
44
Reduced
53
Closed
31
Calls
$249K
Puts
$422K
Net Calls
-$173K
Net Calls Change
+$299K

Top Buyers

1
Invesco
Invesco
Georgia
+$3.16M
2
UBS Group
UBS Group
Switzerland
+$2.12M
3
Jane Street
Jane Street
New York
+$1.29M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.25M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$1.17M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$10.3M
2
BlackRock
BlackRock
New York
-$3.13M
3
Charles Schwab
Charles Schwab
California
-$2.59M
4
Morgan Stanley
Morgan Stanley
New York
-$1.95M
5
QOP
Quinn Opportunity Partners
Virginia
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
176
Eukles Asset Management
Ohio
$48 – – –
AWM
177
AllSquare Wealth Management
New York
$48 – – –
FCMT
178
Founders Capital Management (Texas)
Texas
$48 – – –
RIL
179
Rothschild Investment LLC
Illinois
$48 – – –
FGA
180
Fortis Group Advisors
New Jersey
$24 -$24 -1 -50%
PWMG
181
Prestige Wealth Management Group
New Jersey
$24 – – –
PA
182
Pineridge Advisors
Missouri
$24 – – –
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$24 – – –
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$24 – – –
WA
185
Wasatch Advisors
Utah
– -$10.3M -365,730 Closed
ICM
186
Islay Capital Management
Texas
– -$1.18M -41,949 Closed
Two Sigma Investments
187
Two Sigma Investments
New York
– -$1.04M -36,728 Closed
JSL
188
JT Stratford LLC
Georgia
– -$913K -32,335 Closed
WG
189
Winton Group
United Kingdom
– -$475K -16,812 Closed
CC
190
Commons Capital
Massachusetts
– -$404K -14,300 Closed
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
– -$386K -13,658 Closed
RWM
192
Ritholtz Wealth Management
New York
– -$355K -12,575 Closed
TI
193
Trexquant Investment
Connecticut
– -$319K -11,302 Closed
Connor, Clark & Lunn Investment Management (CC&L)
194
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$318K -11,252 Closed
HSBC Holdings
195
HSBC Holdings
United Kingdom
– -$308K -10,797 Closed
QC
196
Quadrature Capital
United Kingdom
– -$278K -9,827 Closed
LPL Financial
197
LPL Financial
California
– -$263K -9,315 Closed
IA
198
Inspire Advisors
Idaho
– -$251K -8,889 Closed
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
– -$242K -8,580 Closed
GC
200
Guggenheim Capital
Illinois
– -$231K -8,192 Closed
5 6 7
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