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The RMR Group

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

31% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

2% less capital invested

Capital invested by funds: $287M → $282M (-$4.91M)

1.33% less ownership

Funds ownership: 75.98%74.65% (-1.3%)

2% less funds holding

Funds holding: 184180 (-4)

58% less call options, than puts

Call options by funds: $190K | Put options by funds: $456K

Holders
180
Holders Change
-4
Holders Change %
-2.17%
% of All Funds
2.6%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$23
FGA
177
Fortis Group Advisors
New Jersey
$23
LOIP
178
Live Oak Investment Partners
Texas
$23
PA
179
Pineridge Advisors
Missouri
$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
FGAM
195
Financial Gravity Asset Management
Texas
-$98 -4 Closed
SSB
196
Sandy Spring Bank
Maryland
-$96 -4 Closed
AWM
197
Avior Wealth Management
Nebraska
-$72 -3 Closed
NFSG
198
Newbridge Financial Services Group
Florida
-$72 -3 Closed
TC
199
Truvestments Capital
Florida
-$72 -3 Closed
AIC
200
Archer Investment Corporation
Indiana
-$48 -2 Closed

RMR Hedge Fund Activity: Q2 2024 in Review

180 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2024, worth a combined $282M — down 1.7% from $287M a quarter earlier.

Fund positioning in RMR was balanced in Q2 2024: 20 funds opened new positions, 20 closed out, 63 added to existing stakes and 48 trimmed.

The largest buyer was Invesco, adding an estimated $6.26M. The largest seller was UBS Group, cutting an estimated $6.81M.

  • 180 institutional investors held The RMR Group (RMR) as of Q2 2024, down from 184 in Q1 2024.
  • Funds reported $282M of The RMR Group stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 20 funds opened new The RMR Group positions in Q2 2024 and 20 closed out, a net change of 0 holders.
  • The largest The RMR Group buyer in Q2 2024 was Invesco, an estimated $6.26M added.
  • The largest The RMR Group seller in Q2 2024 was UBS Group, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2024.