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The RMR Group

167 hedge funds and large institutions have $179M invested in The RMR Group in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30.32% more ownership

Funds ownership: 0%30.32% (+30%)

22% more capital invested

Capital invested by funds: $147M → $179M (+$32.7M)

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

5% less funds holding

Funds holding: 176167 (-9)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
48
Reduced
40
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$8K -$1.86K -48 -19%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$8K
IPC
103
Independent Portfolio Consultants
Florida
$7K -$2.79K -72 -28%
FMII
104
Farmers & Merchants Investments Inc
Nebraska
$7K
GWM
105
Geneos Wealth Management
Colorado
$7K +$2.6K +67 +50%
DSC
106
Duncker Streett & Co
Missouri
$6K -$310 -8 -5%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$6K
Loomis, Sayles & Company
108
Loomis, Sayles & Company
Massachusetts
$5K
NFG
109
Next Financial Group
Texas
$4K -$271 -7 -6%
AssetMark Inc
110
AssetMark Inc
California
$4K
BAM
111
Bruderman Asset Management
New York
$2K
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
RIM
113
Ranger International Management
Illinois
$2K
WTC
114
WhitTier Trust Company
Nevada
$2K
BFEC
115
Benjamin F. Edwards & Company
Missouri
$2K +$1.59K +41 +315%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$2K +$2.83K +73 New
BFM
117
Boothbay Fund Management
New York
$1.4K -$248K -6,390 -15%
PSUF
118
People's United Financial
Connecticut
$1K -$7.75K -200 -85%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$1K -$388 -10 -23%
DMK
120
David M. Knott
$1K
EWM
121
Edge Wealth Management
New York
$1K
GBBWRPM
122
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
MA
123
MCF Advisors
Kentucky
$1K
PAI
124
Pittenger & Anderson Inc
Nebraska
$1K
TWA
125
TCI Wealth Advisors
Arizona
$1K

RMR Hedge Fund Activity: Q4 2016 in Review

167 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2016, worth a combined $179M — up 22% from $147M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RMR and 25 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 48 added.

The largest buyer was AJO LP, adding an estimated $2.14M. The largest seller was J. Goldman & Co, cutting an estimated $3.69M.

  • 167 institutional investors held The RMR Group (RMR) as of Q4 2016, down from 176 in Q3 2016.
  • Funds reported $179M of The RMR Group stock for Q4 2016, up 22% quarter-over-quarter.
  • 25 funds opened new The RMR Group positions in Q4 2016 and 30 closed out, a net change of -5 holders.
  • The largest The RMR Group buyer in Q4 2016 was AJO LP, an estimated $2.14M added.
  • The largest The RMR Group seller in Q4 2016 was J. Goldman & Co, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2016.