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The RMR Group
RMR

Overview Fund Activity

180 hedge funds and large institutions have $282M invested in The RMR Group in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
63
Reduced
48
Closed
20
Calls
$190K
Puts
$456K
Net Calls
-$266K
Net Calls Change
-$93K

Top Buyers

1
Invesco
1
Invesco
Georgia
$9.89M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.71M
3
GAMC
3
Garner Asset Management Corp
Texas
$6.39M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$10.1M
5
BlackRock
5
BlackRock
New York
$40.1M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$16.2M
2
UBS Group
2
UBS Group
Switzerland
$346K
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.71M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$3.09M
5
NCM
5
Nantahala Capital Management
Connecticut
$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGA
176
Fortis Group Advisors
New Jersey
$23 – – –
LOIP
177
Live Oak Investment Partners
Texas
$23 – – –
PA
178
Pineridge Advisors
Missouri
$23 – – –
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$23 – – –
PWMG
180
Prestige Wealth Management Group
New Jersey
$23 – – –
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$22 – – –
Man Group
182
Man Group
United Kingdom
– -$522K -21,763 Closed
ZIM
183
Zacks Investment Management
Illinois
– -$429K -17,875 Closed
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
– -$377K -15,694 Closed
SW
185
Simplicity Wealth
New Jersey
– -$357K -14,881 Closed
II
186
Ibex Investors
Colorado
– -$240K -10,000 Closed
RC
187
RBF Capital
California
– -$216K -9,000 Closed
AIG
188
American International Group
New York
– -$182K -7,590 Closed
PAS
189
Point72 Asia (Singapore)
Singapore
– -$47.9K -1,996 Closed
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
– -$20.8K -867 Closed
NA
191
NewEdge Advisors
Louisiana
– -$648 -27 Closed
VWA
192
Valued Wealth Advisors
Utah
– -$456 -19 Closed
EWM
193
Evermay Wealth Management
Virginia
– -$288 -12 Closed
BONH
194
Bank of New Hampshire
New Hampshire
– -$216 -9 Closed
SSB
195
Sandy Spring Bank
Maryland
– -$96 -4 Closed
FGAM
196
Financial Gravity Asset Management
Texas
– -$98 -4 Closed
NFSG
197
Newbridge Financial Services Group
Florida
– -$72 -3 Closed
TC
198
Truvestments Capital
Florida
– -$72 -3 Closed
AWM
199
Avior Wealth Management
Nebraska
– -$72 -3 Closed
AssetMark Inc
200
AssetMark Inc
California
– -$48 -2 Closed
5 6 7
8
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