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The RMR Group

174 hedge funds and large institutions have $294M invested in The RMR Group in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.91% less ownership

Funds ownership: 81.87%79.97% (-1.9%)

6% less funds holding

Funds holding: 186174 (-12)

18% less capital invested

Capital invested by funds: $357M → $294M (-$63.3M)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
48
Reduced
46
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$24K +$572 +21 +8%
Canada Life
102
Canada Life
Manitoba, Canada
$19K +$763 +28 +4%
Osaic Holdings
103
Osaic Holdings
Arizona
$17K -$8.42K -309 -30%
Macquarie Group
104
Macquarie Group
Australia
$15K -$17K -625 Closed
Wells Fargo
105
Wells Fargo
California
$11K -$3.79K -139 -22%
DMKJ
106
David M. Knott Jr
$10K
WFA
107
Wipfli Financial Advisors
Wisconsin
$9K +$10.2K +374 New
FMII
108
Farmers & Merchants Investments Inc
Nebraska
$8K -$8.91K -327 -50%
AWM
109
Accel Wealth Management
Iowa
$8K +$1.2K +44 +17%
PHK
110
Point72 Hong Kong
Hong Kong
$8K +$8.91K +327 New
ACM
111
Aquatic Capital Management
Illinois
$7K
US Bancorp
112
US Bancorp
Minnesota
$7K +$1.06K +39 +16%
UBS Group
113
UBS Group
Switzerland
$5K -$463 -17 -7%
GCM
114
Gladius Capital Management
Illinois
$5K -$245 -9 -4%
S
115
SignatureFD
Georgia
$5K +$1.69K +62 +40%
PA
116
Parallel Advisors
California
$5K +$4.91K +180 +857%
NF
117
Norwood Financial
Pennsylvania
$3K
BTI
118
Blue Trust Inc
Georgia
$3K +$300 +11 +12%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.87K
TFGT
120
TS Financial Group (TSFG)
Illinois
$2K
APA
121
American Portfolios Advisors
New York
$1.02K
LC
122
Lindbrook Capital
California
$1K -$1.15K -42 -48%
MCM
123
Manchester Capital Management
Vermont
$1K -$382 -14 -20%
NSIM
124
North Star Investment Management
Illinois
$1K -$218 -8 -19%
AF
125
Advisornet Financial
Minnesota
$1K -$109 -4 -11%

RMR Hedge Fund Activity: Q3 2022 in Review

174 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2022, worth a combined $294M — down 18% from $357M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RMR and 18 opened new positions — a net loss of 9 holders — while 46 trimmed existing stakes and 48 added.

The largest buyer was Flat Footed LLC, opening a new position worth an estimated $6.78M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $7.82M sold.

  • 174 institutional investors held The RMR Group (RMR) as of Q3 2022, down from 186 in Q2 2022.
  • Funds reported $294M of The RMR Group stock for Q3 2022, down 18% quarter-over-quarter.
  • 18 funds opened new The RMR Group positions in Q3 2022 and 27 closed out, a net change of -9 holders.
  • The largest The RMR Group buyer in Q3 2022 was Flat Footed LLC, an estimated $6.78M added.
  • The largest The RMR Group seller in Q3 2022 was EdgePoint Investment Group, an estimated $7.82M sold.

Based on aggregated 13F filings for Q3 2022.