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The RMR Group
RMR

184 hedge funds and large institutions have $352M invested in The RMR Group in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $294M → $352M (+$58.3M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

6% more funds holding

Funds holding: 174 → 184 (+10)

1.98% more ownership

Funds ownership: 79.97% → 81.95% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
184
Holders Change
+10
Holders Change %
+5.75%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
52
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.3M
2
Millennium Management
Millennium Management
New York
+$5.27M
3
UBS Group
UBS Group
Switzerland
+$4.19M
4
Goldman Sachs
Goldman Sachs
New York
+$3.07M
5
RA
Royce & Associates
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
TG
TCW Group
California
-$9.55M
2
FFL
Flat Footed LLC
Wyoming
-$5.89M
3
WSL
Western Standard LLC
California
-$3.04M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.75M
5
NCM
Nantahala Capital Management
Connecticut
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$1.81M -$334K -12,267 -16%
Citadel Advisors
27
Citadel Advisors
Florida
$1.66M -$1.53M -56,444 -49%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1.63M -$212K -7,805 -12%
MAM
29
Martingale Asset Management
Massachusetts
$1.6M +$35.3K +1,297 +2%
TG
30
TCW Group
California
$1.43M -$9.55M -351,356 -87%
Bank of America
31
Bank of America
North Carolina
$1.41M +$731K +26,900 +117%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$1.36M +$3.54K +130 +0.3%
Barclays
33
Barclays
United Kingdom
$1.34M +$281K +10,333 +28%
Invesco
34
Invesco
Georgia
$1.19M +$197K +7,263 +21%
Axa
35
Axa
France
$1.08M – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$1.06M +$228K +8,368 +29%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.06M +$21.8K +800 +2%
First Trust Advisors
38
First Trust Advisors
Illinois
$1M -$63.9K -2,350 -6%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$978K -$94.4K -3,473 -9%
PAM
40
Panagora Asset Management
Massachusetts
$973K +$685K +25,205 +273%
Stifel Financial
41
Stifel Financial
Missouri
$967K +$612K +22,503 +192%
LTAS
42
Linden Thomas Advisory Services
North Carolina
$944K +$908K +33,407 New
Ameriprise
43
Ameriprise
Minnesota
$857K -$235K -8,626 -22%
Teacher Retirement System of Texas
44
Teacher Retirement System of Texas
Texas
$836K +$132K +4,847 +20%
PRCP
45
Pacific Ridge Capital Partners
Oregon
$807K -$544 -20 -0.1%
CS
46
Credit Suisse
Switzerland
$736K +$198K +7,270 +39%
TAM
47
Third Avenue Management
New York
$735K – – –
HSBC Holdings
48
HSBC Holdings
United Kingdom
$711K +$132K +4,844 +24%
CM
49
CastleKnight Management
New York
$709K -$109K -4,000 -14%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$690K -$91.1K -3,349 -12%
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RMR Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2022, worth a combined $352M — up 20% from $294M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RMR positions and 16 closed out — a net gain of 13 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $21.3M. The largest seller was TCW Group, cutting an estimated $9.55M.

  • 184 institutional investors held The RMR Group (RMR) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $352M of The RMR Group stock for Q4 2022, up 20% quarter-over-quarter.
  • 29 funds opened new The RMR Group positions in Q4 2022 and 16 closed out, a net change of +13 holders.
  • The largest The RMR Group buyer in Q4 2022 was BlackRock, an estimated $21.3M added.
  • The largest The RMR Group seller in Q4 2022 was TCW Group, an estimated $9.55M sold.

Based on aggregated 13F filings for Q4 2022.