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The RMR Group

176 hedge funds and large institutions have $147M invested in The RMR Group in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $117M → $147M (+$29.7M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 176176 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

34% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 58

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
38
Reduced
58
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$1.33K
WP
127
WealthPLAN Partners
Nebraska
$1.23K -$1.02K -28 -47%
WRM
128
Westport Resources Management
Connecticut
$1K -$8.56K -235 -91%
MA
129
MCF Advisors
Kentucky
$1K -$3.43K -94 -80%
DMK
130
David M. Knott
$1K
EWM
131
Edge Wealth Management
New York
$1K
S
132
SignatureFD
Georgia
$1K
TWA
133
TCI Wealth Advisors
Arizona
$1K
WA
134
WFG Advisors
Texas
$1K
JFA
135
JNBA Financial Advisors
Minnesota
$1K +$875 +24 +600%
ERSOT
136
Employees Retirement System of Texas
Texas
-$1.55M -50,000 Closed
TC
137
TFS Capital
Pennsylvania
-$832K -26,866 Closed
OAM
138
Orinda Asset Management
California
-$518K -20,729 Closed
LSV Asset Management
139
LSV Asset Management
Illinois
-$592K -19,144 Closed
GCP
140
GSA Capital Partners
United Kingdom
-$551K -17,798 Closed
HCM
141
Highbridge Capital Management
New York
-$436K -14,078 Closed
N
142
Nuveen
North Carolina
-$360K -11,638 Closed
ACC
143
Accident Compensation Corp
New Zealand
-$292K -9,424 Closed
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
-$29K -951 Closed
BJ
145
BlackRock Japan
Japan
-$12K -382 Closed
H
146
Hexavest
Quebec, Canada
-$5K -177 Closed
CCA
147
Checchi Capital Advisers
California
-$4K -141 Closed
EAM
148
Eventide Asset Management
Massachusetts
-$1K -37 Closed
CTC
149
Central Trust Company
Missouri
-$1.24K -34 -60%
VIA
150
Vantage Investment Advisors
Pennsylvania
-$656 -18 -64%

RMR Hedge Fund Activity: Q3 2016 in Review

176 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2016, worth a combined $147M — up 25% from $117M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RMR positions and 22 closed out — a net gain of 2 holders — while 38 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $4.31M. The largest seller was Royce & Associates, cutting an estimated $1.72M.

  • 176 institutional investors held The RMR Group (RMR) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $147M of The RMR Group stock for Q3 2016, up 25% quarter-over-quarter.
  • 24 funds opened new The RMR Group positions in Q3 2016 and 22 closed out, a net change of +2 holders.
  • The largest The RMR Group buyer in Q3 2016 was Fidelity Investments, an estimated $4.31M added.
  • The largest The RMR Group seller in Q3 2016 was Royce & Associates, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2016.