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The RMR Group
RMR

Overview Fund Activity

186 hedge funds and large institutions have $357M invested in The RMR Group in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$8.14M
2
GAMC
2
Garner Asset Management Corp
Texas
$6.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.79M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$14.2M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.88M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$10M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.3M
4
Boston Partners
4
Boston Partners
Massachusetts
$1.08M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$18K -$539K -19,283 -97%
Macquarie Group
102
Macquarie Group
Australia
$18K – – –
AW
103
ACG Wealth
Georgia
$17K +$17K +604 New
DMKJ
104
David M. Knott Jr
$12K – – –
ACM
105
Aquatic Capital Management
Illinois
$9K +$9K +300 New
FHA
106
First Horizon Advisors
Tennessee
$9K +$9K +341 New
UBS Group
107
UBS Group
Switzerland
$7K -$16.5K -565 -70%
US Bancorp
108
US Bancorp
Minnesota
$7K -$2.95K -100 -30%
AWM
109
Accel Wealth Management
Iowa
$7K – – –
GCM
110
Gladius Capital Management
Illinois
$7K +$7K +215 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$4K -$63 -2 -2%
S
112
SignatureFD
Georgia
$4K +$205 +8 +5%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.43K – – –
NF
114
Norwood Financial
Pennsylvania
$3K – – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
BTI
116
Blue Trust Inc
Georgia
$3K +$3K +95 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$2.97K +$2.97K +97,579 New
TPCW
118
TD Private Client Wealth
New York
$2.41K – – –
MCM
119
Manchester Capital Management
Vermont
$2K -$957 -33 -32%
PCG
120
Private Capital Group
Connecticut
$2K – – –
TFGT
121
TS Financial Group (TSFG)
Illinois
$2K – – –
LC
122
Lindbrook Capital
California
$2K +$1.3K +57 +184%
APA
123
American Portfolios Advisors
New York
$1.22K – – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.9K -57 -66%
PA
125
Parallel Advisors
California
$1K -$905 -19 -48%
3 4
5
6 7