We are live on ! Find out more
RMR icon

The RMR Group

174 hedge funds and large institutions have $310M invested in The RMR Group in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

10% more capital invested

Capital invested by funds: $282M → $310M (+$28.5M)

3.05% more ownership

Funds ownership: 74.65%77.69% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 180174 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

35% less call options, than puts

Call options by funds: $93K | Put options by funds: $144K

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
59
Reduced
40
Closed
23
Calls
$93K
Puts
$144K
Net Calls
-$51K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$58M +$582K +23,579 +1%
BlackRock
2
BlackRock
New York
$46.7M +$1.68M +68,225 +4%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$20.9M +$5.88M +238,360 +41%
Federated Hermes
4
Federated Hermes
Pennsylvania
$13.4M +$28.6K +1,159 +0.2%
Invesco
5
Invesco
Georgia
$13.4M +$2.21M +89,677 +20%
RA
6
Royce & Associates
New York
$12.2M -$313K -12,688 -3%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.8M +$264K +10,697 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.8M -$559K -22,658 -5%
State Street
9
State Street
Massachusetts
$9.5M -$73.2K -2,965 -0.8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$8.97M +$87.3K +3,539 +1%
NCM
11
Nantahala Capital Management
Connecticut
$8.62M +$955K +38,694 +13%
LM
12
Lincluden Management
Ontario, Canada
$7.36M
GAMC
13
Garner Asset Management Corp
Texas
$7.32M +$142K +5,745 +2%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$4.71M +$1.2M +48,679 +36%
N
15
Nuveen
North Carolina
$4.63M +$1.55M +62,690 +52%
Citadel Advisors
16
Citadel Advisors
Florida
$4.01M -$1.24M -50,350 -24%
Northern Trust
17
Northern Trust
Illinois
$3.92M +$469 +19 +0%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.52M -$223K -9,044 -6%
Charles Schwab
19
Charles Schwab
California
$3.25M -$66.7K -2,701 -2%
Goldman Sachs
20
Goldman Sachs
New York
$2.98M +$431K +17,469 +18%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.87M +$747K +30,258 +37%
Teacher Retirement System of Texas
22
Teacher Retirement System of Texas
Texas
$2.31M +$638K +25,835 +40%
Morgan Stanley
23
Morgan Stanley
New York
$2.26M +$543K +21,993 +33%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$1.86M -$199K -8,075 -10%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$1.81M +$233K +9,445 +15%

RMR Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2024, worth a combined $310M — up 10% from $282M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RMR and 18 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 59 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $5.88M. The largest seller was Engine Capital Management, exiting entirely with an estimated $2.51M sold.

  • 174 institutional investors held The RMR Group (RMR) as of Q3 2024, down from 180 in Q2 2024.
  • Funds reported $310M of The RMR Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q3 2024 and 23 closed out, a net change of -5 holders.
  • The largest The RMR Group buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $5.88M added.
  • The largest The RMR Group seller in Q3 2024 was Engine Capital Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2024.