We are live on ! Find out more
RMR icon

The RMR Group

179 hedge funds and large institutions have $298M invested in The RMR Group in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $282M → $298M (+$15.7M)

5% more funds holding

Funds holding: 170179 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 77.92%77.72% (-0.2%)

87% less call options, than puts

Call options by funds: $158K | Put options by funds: $1.18M

Holders
179
Holders Change
+9
Holders Change %
+5.29%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
54
Reduced
39
Closed
18
Calls
$158K
Puts
$1.18M
Net Calls
-$1.02M
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$55.8M +$351K +14,559 +0.6%
BlackRock
2
BlackRock
New York
$46.2M -$695K -28,831 -2%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$17.3M -$8.43M -349,785 -33%
Federated Hermes
4
Federated Hermes
Pennsylvania
$12.6M -$112K -4,661 -0.9%
RA
5
Royce & Associates
New York
$11.1M +$320K +13,263 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$10.7M +$275K +11,400 +3%
NCM
7
Nantahala Capital Management
Connecticut
$10.6M -$6.44M -267,297 -38%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.2M +$933K +38,706 +12%
State Street
9
State Street
Massachusetts
$8.5M -$278K -11,516 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.21M -$108K -4,500 -1%
WA
11
Wasatch Advisors
Utah
$7.21M +$7.09M +294,181 New
LM
12
Lincluden Management
Ontario, Canada
$7.11M
GAMC
13
Garner Asset Management Corp
Texas
$5.59M +$254K +10,522 +5%
UBS Group
14
UBS Group
Switzerland
$5.24M +$129K +5,346 +3%
Charles Schwab
15
Charles Schwab
California
$4.9M +$862K +35,747 +22%
N
16
Nuveen
North Carolina
$4.8M +$1.52M +63,253 +48%
Northern Trust
17
Northern Trust
Illinois
$3.9M +$177K +7,335 +5%
Millennium Management
18
Millennium Management
New York
$3.86M -$793K -32,909 -17%
ECM
19
Engine Capital Management
New York
$3.12M
Citadel Advisors
20
Citadel Advisors
Florida
$3.03M -$2.21M -91,602 -43%
QOP
21
Quinn Opportunity Partners
Virginia
$2.89M -$109K -4,536 -4%
Goldman Sachs
22
Goldman Sachs
New York
$2.52M -$936K -38,828 -27%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$2.38M +$2.34M +97,279 New
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$2.15M +$247K +10,263 +13%
GC
25
Globeflex Capital
California
$2.06M +$1.73M +71,869 +589%

RMR Hedge Fund Activity: Q3 2023 in Review

179 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2023, worth a combined $298M — up 5.6% from $282M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RMR positions and 18 closed out — a net gain of 10 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $7.09M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $8.43M.

  • 179 institutional investors held The RMR Group (RMR) as of Q3 2023, up from 170 in Q2 2023.
  • Funds reported $298M of The RMR Group stock for Q3 2023, up 5.6% quarter-over-quarter.
  • 28 funds opened new The RMR Group positions in Q3 2023 and 18 closed out, a net change of +10 holders.
  • The largest The RMR Group buyer in Q3 2023 was Wasatch Advisors, an estimated $7.09M added.
  • The largest The RMR Group seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q3 2023.