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The RMR Group
RMR

Overview Fund Activity

176 hedge funds and large institutions have $466M invested in The RMR Group in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-10
Holders Change %
-5.38%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
36
Reduced
55
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$8.74M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$28.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$86.8M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$3.51M
5
TG
5
TCW Group
California
$8.27M

Top Sellers

1
HRCM
1
Hawk Ridge Capital Management
California
$2.53M
2
VCM
2
V3 Capital Management
Texas
$0
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$9.06M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$22K -$36.6K -942 -62%
US Bancorp
102
US Bancorp
Minnesota
$13K -$2.04K -54 -14%
AWM
103
Accel Wealth Management
Iowa
$10K -$674 -18 -6%
S
104
SignatureFD
Georgia
$9K +$3.14K +85 +53%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$8K – – –
CC
106
Cypress Capital
Tennessee
$6K – – –
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.06K – – –
RCA
108
Ranch Capital Advisors
Florida
$5K -$5K -136 Closed
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$5K -$667 -16 -12%
GWM
110
Geneos Wealth Management
Colorado
$5K -$346 -9 -6%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
ASN
112
Advisory Services Network
Georgia
$4K +$4K +91 New
NSIM
113
North Star Investment Management
Illinois
$3K -$724 -21 -19%
TFGT
114
TS Financial Group (TSFG)
Illinois
$3K – – –
IA
115
IFP Advisors
Florida
$3K – – –
LC
116
Lindbrook Capital
California
$3K – – –
SIC
117
Salem Investment Counselors
North Carolina
$2K – – –
PCG
118
Private Capital Group
Connecticut
$2K – – –
AF
119
Advisornet Financial
Minnesota
$2K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
AWA
121
Arkadios Wealth Advisors
Georgia
$2K – – –
EVM
122
Eaton Vance Management
Massachusetts
$2K +$1.04K +29 +107%
APA
123
American Portfolios Advisors
New York
$1.51K – – –
AIC
124
Archer Investment Corporation
Indiana
$1.12K -$271 -7 -19%
RE
125
RBC Europe
United Kingdom
$1.08K – – –
3 4
5
6 7