The RMR Group
RMR
191 hedge funds and large institutions have $346M invested in The RMR Group in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
16% more capital invested
Capital invested by funds: $298M → $346M (+$48M)
7% more funds holding
Funds holding: 179 → 191 (+12)
0.39% more ownership
Funds ownership: 77.72% → 78.11% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 58
58% less call options, than puts
Call options by funds: $335K | Put options by funds: $807K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.91M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.75M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.71M |
| 4 |
Bank of New York Mellon
New York
|
+$1.66M |
| 5 |
ICM
Islay Capital Management
Lubbock,
Texas
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$3.86M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.91M |
| 3 |
Axa
Paris,
France
|
-$863K |
| 4 |
Goldman Sachs
New York
|
-$725K |
| 5 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$683K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCM
201
Gladius Capital Management
Chicago,
Illinois
| – | -$9.07K | -370 | Closed |
|
|
CSPIA
202
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$613 | -25 | Closed |
|
|
CAL
203
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -21 | Closed |
|
|
MPWT
204
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$490 | -20 | Closed |
|
|
BTI
205
Blue Trust Inc
Alpharetta,
Georgia
| – | -$342 | -14 | -93% |
|
206
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$270 | -11 | Closed |
|
|
DCBT
207
Dakota Community Bank & Trust
Hebron,
North Dakota
| – | -$49 | -2 | Closed |
|
|
HWP
208
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$25 | -1 | Closed |
|
RMR Hedge Fund Activity: Q4 2023 in Review
191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2023, worth a combined $346M — up 16% from $298M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new RMR positions and 16 closed out — a net gain of 12 holders — while 52 added to existing stakes and 58 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.91M. The largest seller was Millennium Management, exiting entirely with an estimated $3.86M sold.
- 191 institutional investors held The RMR Group (RMR) as of Q4 2023, up from 179 in Q3 2023.
- Funds reported $346M of The RMR Group stock for Q4 2023, up 16% quarter-over-quarter.
- 28 funds opened new The RMR Group positions in Q4 2023 and 16 closed out, a net change of +12 holders.
- The largest The RMR Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.91M added.
- The largest The RMR Group seller in Q4 2023 was Millennium Management, an estimated $3.86M sold.
Based on aggregated 13F filings for Q4 2023.