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The RMR Group

168 hedge funds and large institutions have $252M invested in The RMR Group in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 77.69%77.13% (-0.56%)

3% less funds holding

Funds holding: 174168 (-6)

19% less capital invested

Capital invested by funds: $310M → $252M (-$57.9M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

68% less call options, than puts

Call options by funds: $74K | Put options by funds: $233K

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
52
Reduced
45
Closed
30
Calls
$74K
Puts
$233K
Net Calls
-$159K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
176
SEI Investments
Pennsylvania
-$235K -9,253 Closed
SGI
177
Summit Global Investments
Utah
-$232K -9,145 Closed
FFG
178
Fiduciary Financial Group
California
-$218K -8,619 Closed
DZ Bank
179
DZ Bank
Germany
-$81.2K -3,200 Closed
MAM
180
Meeder Asset Management
Ohio
-$80.6K -3,177 Closed
IAIM
181
International Assets Investment Management
Florida
-$41 -1,041 Closed
QL
182
Quarry LP
New York
-$16.5K -651 Closed
NC
183
nVerses Capital
Florida
-$7.61K -300 Closed
EWA
184
EverSource Wealth Advisors
Alabama
-$6.57K -259 Closed
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
-$3.2K -126 Closed
PWMG
186
Private Wealth Management Group
New Jersey
-$1.85K -73 Closed
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
-$1.62K -64 Closed
SAM
188
Smartleaf Asset Management
Massachusetts
-$1.19K -48 Closed
PS
189
Principal Securities
Iowa
-$787 -31 Closed
MSG
190
Main Street Group
Virginia
-$685 -27 Closed
LC
191
Lindbrook Capital
California
-$457 -18 Closed
CPG
192
Cornerstone Planning Group
New Jersey
-$314 -13 Closed
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
-$254 -10 Closed
NFA
194
Northwest Financial Advisors
Virginia
-$257 -10 Closed
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
-$152 -6 Closed
CPA
196
Capital Performance Advisors
California
-$152 -6 Closed
AAP
197
Arax Advisory Partners
Colorado
-$51 -2 Closed
S
198
Sachetta
Massachusetts
-$51 -2 Closed

RMR Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2024, worth a combined $252M — down 19% from $310M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 24 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 52 added.

The largest buyer was Nantahala Capital Management, adding an estimated $2.58M. The largest seller was Nuveen, cutting an estimated $3.34M.

  • 168 institutional investors held The RMR Group (RMR) as of Q4 2024, down from 174 in Q3 2024.
  • Funds reported $252M of The RMR Group stock for Q4 2024, down 19% quarter-over-quarter.
  • 24 funds opened new The RMR Group positions in Q4 2024 and 30 closed out, a net change of -6 holders.
  • The largest The RMR Group buyer in Q4 2024 was Nantahala Capital Management, an estimated $2.58M added.
  • The largest The RMR Group seller in Q4 2024 was Nuveen, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2024.