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The RMR Group
RMR

Overview Fund Activity

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
Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.24%
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

Top Buyers

1
NCM
1
Nantahala Capital Management
Connecticut
$9.3M
2
Millennium Management
2
Millennium Management
New York
$2.24M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M
4
GAMC
4
Garner Asset Management Corp
Texas
$6.52M
5
Ameriprise
5
Ameriprise
Minnesota
$1.47M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$788K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.36M
3
RA
3
Royce & Associates
New York
$9.03M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.1K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
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
S
197
Sachetta
Massachusetts
– -$51 -2 Closed
AAP
198
Arax Advisory Partners
Colorado
– -$51 -2 Closed
LOIP
199
Live Oak Investment Partners
Texas
– -$25 – –
4 5 6 7
8