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The RMR Group

182 hedge funds and large institutions have $271M invested in The RMR Group in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

13% more capital invested

Capital invested by funds: $240M → $271M (+$30.2M)

2.17% more ownership

Funds ownership: 32.73%34.9% (+2.2%)

0% more funds holding

Funds holding: 182182 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
49
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$4K -$1.28K -26 -25%
BTIS
127
BB&T Investment Services
North Carolina
$3K
BFEC
128
Benjamin F. Edwards & Company
Missouri
$3K
OIA
129
OneDigital Investment Advisors
Kansas
$3K
NFG
130
Next Financial Group
Texas
$2K -$346 -7 -18%
PA
131
Parallel Advisors
California
$2K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$2K +$198 +4 +15%
CAL
133
Capital Analysts LLC
Pennsylvania
$2K +$1.58K +32 New
RE
134
RBC Europe
United Kingdom
$1.44K +$1.38K +28 New
MA
135
MCF Advisors
Kentucky
$1K -$4.3K -87 -78%
SSB
136
Sandy Spring Bank
Maryland
$1K -$395 -8 -44%
IWM
137
IHT Wealth Management
Illinois
$1K -$99 -2 -10%
AIS
138
Accurate Investment Solutions
Pennsylvania
$1K
BWM
139
Baystate Wealth Management
Massachusetts
$1K
CCS
140
Crosspoint Capital Strategies
California
$1K
DMK
141
David M. Knott
$1K
GAM
142
Gemmer Asset Management
California
$1K
RFM
143
Royal Fund Management
Florida
$1K
TWA
144
TCI Wealth Advisors
Arizona
$1K
DA
145
Denali Advisors
California
$1K +$1.24K +25 New
M
146
MOTCO
Texas
$1K +$1.33K +27 New
SIM
147
Sonora Investment Management
Arizona
$514
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$205 +$198 +4 New
GEA
149
Glen Eagle Advisors
New Jersey
$51
Jacobs Levy Equity Management
150
Jacobs Levy Equity Management
New Jersey
-$696K -14,310 Closed

RMR Hedge Fund Activity: Q3 2017 in Review

182 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2017, worth a combined $271M — up 13% from $240M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RMR positions and 12 closed out — a net gain of 3 holders — while 49 added to existing stakes and 54 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.48M. The largest seller was Morgan Stanley, cutting an estimated $2.41M.

  • 182 institutional investors held The RMR Group (RMR) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $271M of The RMR Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 15 funds opened new The RMR Group positions in Q3 2017 and 12 closed out, a net change of +3 holders.
  • The largest The RMR Group buyer in Q3 2017 was Fidelity Investments, an estimated $5.48M added.
  • The largest The RMR Group seller in Q3 2017 was Morgan Stanley, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2017.