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The RMR Group

186 hedge funds and large institutions have $497M invested in The RMR Group in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

3% more capital invested

Capital invested by funds: $483M → $497M (+$13.9M)

2.17% less ownership

Funds ownership: 81.43%79.26% (-2.2%)

3% less funds holding

Funds holding: 191186 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
50
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$56K
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$55K
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$53K
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$52K
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$46K
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$27K
Macquarie Group
107
Macquarie Group
Australia
$26K -$11.7K -297 -32%
US Bancorp
108
US Bancorp
Minnesota
$16K -$39 -1 -0.3%
UBS Group
109
UBS Group
Switzerland
$13K -$19.4K -493 -60%
AWM
110
Accel Wealth Management
Iowa
$12K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$9K -$276 -7 -3%
CC
112
Cypress Capital
Tennessee
$6K
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$6K +$592 +15 +12%
S
114
SignatureFD
Georgia
$6K +$1.1K +28 +21%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.35K +$4.54K +115 +719%
RCA
116
Ranch Capital Advisors
Florida
$5K -$39 -1 -0.7%
GWM
117
Geneos Wealth Management
Colorado
$5K +$355 +9 +7%
NSIM
118
North Star Investment Management
Illinois
$4K -$158 -4 -4%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$118 -3 -3%
IA
120
IFP Advisors
Florida
$3K -$473 -12 -16%
LC
121
Lindbrook Capital
California
$3K
PCG
122
Private Capital Group
Connecticut
$3K
TFGT
123
TS Financial Group (TSFG)
Illinois
$3K
AF
124
Advisornet Financial
Minnesota
$2K -$79 -2 -4%
APWA
125
Atlas Private Wealth Advisors
New Jersey
$2K

RMR Hedge Fund Activity: Q1 2021 in Review

186 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2021, worth a combined $497M — up 2.9% from $483M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RMR and 18 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 50 added.

The largest buyer was Nantahala Capital Management, adding an estimated $15.9M. The largest seller was Royce & Associates, cutting an estimated $9.64M.

  • 186 institutional investors held The RMR Group (RMR) as of Q1 2021, down from 191 in Q4 2020.
  • Funds reported $497M of The RMR Group stock for Q1 2021, up 2.9% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q1 2021 and 20 closed out, a net change of -2 holders.
  • The largest The RMR Group buyer in Q1 2021 was Nantahala Capital Management, an estimated $15.9M added.
  • The largest The RMR Group seller in Q1 2021 was Royce & Associates, an estimated $9.64M sold.

Based on aggregated 13F filings for Q1 2021.