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The RMR Group

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

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 77.69%77.13% (-0.56%)

3% less funds holding

Funds holding: 174168 (-6)

19% less capital invested

Capital invested by funds: $310M → $252M (-$57.9M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

68% less call options, than puts

Call options by funds: $74K | Put options by funds: $233K

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.21%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.1M -$47.6K -2,056 -0.1%
BlackRock
2
BlackRock
New York
$38.1M +$52.3K +2,260 +0.1%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$18.2M +$1.35M +58,200 +7%
Federated Hermes
4
Federated Hermes
Pennsylvania
$11.1M +$238K +10,291 +2%
Invesco
5
Invesco
Georgia
$10.8M -$104K -4,481 -0.8%
Renaissance Technologies
6
Renaissance Technologies
New York
$10.1M +$516K +22,300 +5%
NCM
7
Nantahala Capital Management
Connecticut
$9.3M +$2.58M +111,306 +33%
RA
8
Royce & Associates
New York
$9.03M -$1.02M -44,000 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.97M +$234K +10,090 +2%
State Street
10
State Street
Massachusetts
$8M +$307K +13,278 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$7.85M +$617K +26,661 +8%
GAMC
12
Garner Asset Management Corp
Texas
$6.52M +$774K +33,411 +12%
LM
13
Lincluden Management
Ontario, Canada
$5.99M
Northern Trust
14
Northern Trust
Illinois
$3.48M +$328K +14,177 +9%
Citadel Advisors
15
Citadel Advisors
Florida
$3.21M -$60.7K -2,622 -2%
Goldman Sachs
16
Goldman Sachs
New York
$2.78M +$407K +17,597 +15%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.7M +$416K +17,980 +16%
Charles Schwab
18
Charles Schwab
California
$2.65M +$3.43K +148 +0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.4M -$527K -22,772 -16%
Millennium Management
20
Millennium Management
New York
$2.24M +$1.62M +70,127 +182%
Morgan Stanley
21
Morgan Stanley
New York
$1.74M -$109K -4,687 -5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.54M +$296K +12,763 +21%
Ameriprise
23
Ameriprise
Minnesota
$1.47M +$724K +31,285 +78%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$1.45M -$486K -21,010 -23%
MAM
25
Martingale Asset Management
Massachusetts
$1.42M +$15.3K +662 +1%

RMR Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2024, worth a combined $252M — down 19% from $310M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 24 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 52 added.

The largest buyer was Nantahala Capital Management, adding an estimated $2.58M. The largest seller was Nuveen, cutting an estimated $3.34M.

  • 168 institutional investors held The RMR Group (RMR) as of Q4 2024, down from 174 in Q3 2024.
  • Funds reported $252M of The RMR Group stock for Q4 2024, down 19% quarter-over-quarter.
  • 24 funds opened new The RMR Group positions in Q4 2024 and 30 closed out, a net change of -6 holders.
  • The largest The RMR Group buyer in Q4 2024 was Nantahala Capital Management, an estimated $2.58M added.
  • The largest The RMR Group seller in Q4 2024 was Nuveen, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2024.