We are live on ! Find out more
RMR icon

The RMR Group
RMR

222 hedge funds and large institutions have $556M invested in The RMR Group in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $459M → $556M (+$96.6M)

10% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 59

3% more funds holding

Funds holding: 216 → 222 (+6)

0.87% more ownership

Funds ownership: 38.61% → 39.48% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
222
Holders Change
+6
Holders Change %
+2.78%
% of All Funds
5.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
65
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$9.17M
3
CEP
Chicago Equity Partners
Illinois
+$4.21M
4
HW
Hancock Whitney
Mississippi
+$3.46M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
GC
Gobi Capital
California
-$11.3M
2
CIM
Confluence Investment Management
Missouri
-$6.14M
3
PAM
Panagora Asset Management
Massachusetts
-$2.68M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.04M
5
HS
HighVista Strategies
Massachusetts
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$1.55M +$265K +3,017 +22%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$1.54M -$445K -5,057 -23%
AIC
53
Aurora Investment Counsel
Georgia
$1.47M +$1.39M +15,825 New
Two Sigma Advisers
54
Two Sigma Advisers
New York
$1.47M -$44K -500 -3%
AA
55
ALPS Advisors
Colorado
$1.39M +$105K +1,190 +9%
AAMU
56
Amundi Asset Management US
Massachusetts
$1.38M +$245K +2,792 +23%
Lazard Asset Management
57
Lazard Asset Management
New York
$1.34M +$1.27M +14,483 New
BPM
58
Bowling Portfolio Management
Ohio
$1.26M -$848K -9,646 -41%
SRAM
59
Stone Ridge Asset Management
New York
$1.21M +$84.2K +958 +8%
BA
60
Boston Advisors
Massachusetts
$1.2M -$101K -1,149 -8%
Bessemer Group
61
Bessemer Group
New Jersey
$1.19M +$39.6K +450 +4%
CS
62
Credit Suisse
Switzerland
$1.19M +$119K +1,358 +12%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$1.18M -$304K -3,457 -21%
WG
64
Winton Group
United Kingdom
$1.11M -$55.4K -630 -5%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$1.1M +$137K +1,563 +15%
American Century Companies
66
American Century Companies
Missouri
$1.06M – – –
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$1.02M +$394K +4,476 +69%
Swiss National Bank
68
Swiss National Bank
Switzerland
$1M – – –
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1M – – –
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$894K -$352 -4 -0%
AG
71
Aperio Group
California
$863K +$30.9K +351 +4%
SGI
72
Summit Global Investments
Utah
$835K +$17.6K +200 +2%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$830K -$269K -3,057 -25%
SO
74
STRS Ohio
Ohio
$798K -$149K -1,700 -17%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$771K +$90.3K +1,027 +14%
1 2
3
4 5

RMR Hedge Fund Activity: Q3 2018 in Review

222 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2018, worth a combined $556M — up 21% from $459M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RMR positions and 21 closed out — a net gain of 7 holders — while 65 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.4M. The largest seller was Gobi Capital, cutting an estimated $11.3M.

  • 222 institutional investors held The RMR Group (RMR) as of Q3 2018, up from 216 in Q2 2018.
  • Funds reported $556M of The RMR Group stock for Q3 2018, up 21% quarter-over-quarter.
  • 28 funds opened new The RMR Group positions in Q3 2018 and 21 closed out, a net change of +7 holders.
  • The largest The RMR Group buyer in Q3 2018 was Fidelity Investments, an estimated $10.4M added.
  • The largest The RMR Group seller in Q3 2018 was Gobi Capital, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2018.