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The RMR Group

184 hedge funds and large institutions have $352M invested in The RMR Group in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $294M → $352M (+$58.3M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

6% more funds holding

Funds holding: 174184 (+10)

1.98% more ownership

Funds ownership: 79.97%81.95% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
184
Holders Change
+10
Holders Change %
+5.75%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
52
Reduced
46
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
101
Householder Group Estate & Retirement Specialist
Arizona
$41K -$1.6K -59 -4%
AIP
102
Ameritas Investment Partners
Nebraska
$39.9K
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$38K
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$37K
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$31K
Osaic Holdings
106
Osaic Holdings
Arizona
$22.2K +$1.69K +62 +8%
Canada Life
107
Canada Life
Manitoba, Canada
$21K -$1.14K -42 -5%
PA
108
Parallel Advisors
California
$13.5K +$7.56K +278 +138%
US Bancorp
109
US Bancorp
Minnesota
$13.5K +$5.49K +202 +73%
QCG
110
Quadrant Capital Group
Ohio
$12.5K +$11.9K +436 +5,450%
Dimensional Fund Advisors
111
Dimensional Fund Advisors
Texas
$9.45K +$748K +27,521 +9%
Wells Fargo
112
Wells Fargo
California
$9.35K -$4.73K -174 -34%
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$9.21K
AWM
114
Accel Wealth Management
Iowa
$8.51K
LC
115
Lindbrook Capital
California
$7.66K +$6.12K +225 +489%
GCM
116
Gladius Capital Management
Illinois
$5.4K -$408 -15 -7%
FGAM
117
Financial Gravity Asset Management
Texas
$5.31K +$761 +28 New
Bessemer Group
118
Bessemer Group
New Jersey
$5K +$4.08K +150 +500%
TWA
119
TCI Wealth Advisors
Arizona
$4.66K +$4.46K +164 +16,400%
USCWA
120
U.S. Capital Wealth Advisors
Texas
$3.65K +$3.51K +129 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42K
NF
122
Norwood Financial
Pennsylvania
$3.11K
TRCT
123
Tower Research Capital (TRC)
New York
$3K -$91.5K -3,366 -97%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.2K +81 +270%
MCM
125
Manchester Capital Management
Vermont
$2.74K +$1.14K +42 +76%

RMR Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2022, worth a combined $352M — up 20% from $294M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RMR positions and 16 closed out — a net gain of 13 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $21.3M. The largest seller was TCW Group, cutting an estimated $9.55M.

  • 184 institutional investors held The RMR Group (RMR) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $352M of The RMR Group stock for Q4 2022, up 20% quarter-over-quarter.
  • 29 funds opened new The RMR Group positions in Q4 2022 and 16 closed out, a net change of +13 holders.
  • The largest The RMR Group buyer in Q4 2022 was BlackRock, an estimated $21.3M added.
  • The largest The RMR Group seller in Q4 2022 was TCW Group, an estimated $9.55M sold.

Based on aggregated 13F filings for Q4 2022.