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The RMR Group
RMR

184 hedge funds and large institutions have $287M invested in The RMR Group in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.13% less ownership

Funds ownership: 78.11% → 75.98% (-2.1%)

4% less funds holding

Funds holding: 191 → 184 (-7)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

17% less capital invested

Capital invested by funds: $346M → $287M (-$59.3M)

41% less call options, than puts

Call options by funds: $249K | Put options by funds: $422K

Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
44
Reduced
53
Closed
31
Calls
$249K
Puts
$422K
Net Calls
-$173K
Net Calls Change
+$299K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.3M
2
UBS Group
UBS Group
Switzerland
+$2.22M
3
Jane Street
Jane Street
New York
+$1.34M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.31M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$10.3M
2
BlackRock
BlackRock
New York
-$3.27M
3
Charles Schwab
Charles Schwab
California
-$2.71M
4
Morgan Stanley
Morgan Stanley
New York
-$2.04M
5
QOP
Quinn Opportunity Partners
Virginia
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
201
Meixler Investment Management
Arizona
– -$205K -7,250 Closed
SG Americas Securities
202
SG Americas Securities
New York
– -$155K -5,479 Closed
QT
203
Quantbot Technologies
New York
– -$138K -4,900 Closed
VI
204
Vestcor Inc
New Brunswick, Canada
– -$91K -3,231 Closed
Asset Management One
205
Asset Management One
Japan
– -$47.9K -1,680 Closed
LC
206
Lindbrook Capital
California
– -$6.69K -237 Closed
QCG
207
Quadrant Capital Group
Ohio
– -$4.35K -154 Closed
LF
208
Lee Financial
Texas
– -$2.82K -100 Closed
ASN
209
Advisory Services Network
Georgia
– -$988 -35 Closed
HNB
210
Huntington National Bank
Ohio
– -$847 -30 Closed
GI
211
GAMMA Investing
California
– -$287 -11 Closed
NFA
212
Northwest Financial Advisors
Virginia
– -$271 -10 Closed
GRP
213
Global Retirement Partners
California
– -$212 -8 Closed
PS
214
Principal Securities
Iowa
– -$28 -1 Closed
5 6 7 8
9

RMR Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2024, worth a combined $287M — down 17% from $346M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of RMR and 27 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 44 added.

The largest buyer was Invesco, adding an estimated $3.3M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $10.3M sold.

  • 184 institutional investors held The RMR Group (RMR) as of Q1 2024, down from 191 in Q4 2023.
  • Funds reported $287M of The RMR Group stock for Q1 2024, down 17% quarter-over-quarter.
  • 27 funds opened new The RMR Group positions in Q1 2024 and 31 closed out, a net change of -4 holders.
  • The largest The RMR Group buyer in Q1 2024 was Invesco, an estimated $3.3M added.
  • The largest The RMR Group seller in Q1 2024 was Wasatch Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2024.