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The RMR Group
RMR

191 hedge funds and large institutions have $483M invested in The RMR Group in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

43% more capital invested

Capital invested by funds: $339M → $483M (+$145M)

8% more funds holding

Funds holding: 177 → 191 (+14)

0.9% more ownership

Funds ownership: 80.53% → 81.43% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

31% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 58

Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$13.5M
2
NCM
Nantahala Capital Management
Connecticut
+$8.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.65M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.36M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
HRCM
Hawk Ridge Capital Management
California
-$7.88M
2
RA
Royce & Associates
New York
-$7.49M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.67M
4
WSL
Western Standard LLC
California
-$1.55M
5
MSL
Mackay Shields LLC
New York
-$908K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$3.73M +$784K +23,827 +33%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.55M -$448K -13,630 -13%
Man Group
28
Man Group
United Kingdom
$3.16M -$229K -6,973 -8%
Citadel Advisors
29
Citadel Advisors
Florida
$2.7M -$1.67M -50,795 -42%
PPA
30
Parametric Portfolio Associates
Washington
$2.6M +$249K +7,583 +13%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$2.57M +$4.11K +125 +0.2%
Boston Partners
32
Boston Partners
Massachusetts
$2.55M +$626K +19,032 +41%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$2.5M -$894K -27,198 -30%
ICM
34
Invenomic Capital Management
Massachusetts
$1.89M +$863K +26,245 +116%
Prudential Financial
35
Prudential Financial
New Jersey
$1.73M -$202K -6,130 -12%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.65M +$113K +3,441 +9%
Goldman Sachs
37
Goldman Sachs
New York
$1.53M +$401K +12,189 +45%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$1.49M -$72.6K -2,208 -5%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.45M -$48.9K -1,487 -4%
Wells Fargo
40
Wells Fargo
California
$1.39M +$77.9K +2,368 +7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.37M -$14.4K -437 -1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.35M – – –
AG
43
Aperio Group
California
$1.18M -$45.3K -1,378 -4%
Norges Bank
44
Norges Bank
Norway
$1.08M – – –
Axa
45
Axa
France
$1.06M -$36.2K -1,100 -4%
Ameriprise
46
Ameriprise
Minnesota
$1.06M +$70.3K +2,137 +8%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$993K -$307K -9,325 -27%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$928K -$30K -911 -4%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$884K – – –
CS
50
Credit Suisse
Switzerland
$884K +$88.5K +2,692 +13%
1
2
3 4 5

RMR Hedge Fund Activity: Q4 2020 in Review

191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2020, worth a combined $483M — up 43% from $339M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RMR positions and 15 closed out — a net gain of 15 holders — while 40 added to existing stakes and 58 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $13.5M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $7.88M.

  • 191 institutional investors held The RMR Group (RMR) as of Q4 2020, up from 177 in Q3 2020.
  • Funds reported $483M of The RMR Group stock for Q4 2020, up 43% quarter-over-quarter.
  • 30 funds opened new The RMR Group positions in Q4 2020 and 15 closed out, a net change of +15 holders.
  • The largest The RMR Group buyer in Q4 2020 was Russell Investments Group, an estimated $13.5M added.
  • The largest The RMR Group seller in Q4 2020 was Hawk Ridge Capital Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q4 2020.