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The RMR Group

216 hedge funds and large institutions have $459M invested in The RMR Group in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 44

19% more capital invested

Capital invested by funds: $387M → $459M (+$72.1M)

2.13% more ownership

Funds ownership: 36.48%38.61% (+2.1%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
71
Reduced
44
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$76K
DSC
127
Duncker Streett & Co
Missouri
$68K
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$66K +$50.3K +653 +359%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$59.3K -$84.9K -1,102 -59%
APA
130
American Portfolios Advisors
New York
$54.1K +$36.1K +469 +213%
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$47K
AIP
132
Ameritas Investment Partners
Nebraska
$43K
US Bancorp
133
US Bancorp
Minnesota
$38K +$2.54K +33 +7%
AG
134
Advisor Group
Arizona
$30K -$4.7K -61 -13%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$28K -$19.3K -250 -42%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$27K +$7.47K +97 +40%
GWM
137
Geneos Wealth Management
Colorado
$21K -$770 -10 -4%
Federated Hermes
138
Federated Hermes
Pennsylvania
$21K +$12.7K +165 +160%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.8K +218 New
NSIM
140
North Star Investment Management
Illinois
$16K -$231 -3 -1%
RFWA
141
RPg Family Wealth Advisory
Massachusetts
$11.1K +$10.9K +142 New
FGAM
142
Financial Gravity Asset Management
Texas
$11K -$28.7K -373 -74%
IA
143
IFP Advisors
Florida
$11K -$385 -5 -4%
GT
144
Glenmede Trust
Pennsylvania
$11K
RCG
145
Ruggie Capital Group
Florida
$11K
PIA
146
Piedmont Investment Advisors
North Carolina
$10K +$9.39K +122 New
CMBA
147
C.M. Bidwell & Associates
Hawaii
$9K -$59.7K -775 -87%
AF
148
Advisornet Financial
Minnesota
$9K +$3.46K +45 +66%
Loomis, Sayles & Company
149
Loomis, Sayles & Company
Massachusetts
$8K -$1.54K -20 -16%
JA
150
JOYN Advisors
Georgia
$6K -$29.3K -381 -83%

RMR Hedge Fund Activity: Q2 2018 in Review

216 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2018, worth a combined $459M — up 19% from $387M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RMR positions and 28 closed out — a net gain of 2 holders — while 71 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.3M. The largest seller was Gobi Capital, cutting an estimated $5.92M.

  • 216 institutional investors held The RMR Group (RMR) as of Q2 2018, down from 217 in Q1 2018.
  • Funds reported $459M of The RMR Group stock for Q2 2018, up 19% quarter-over-quarter.
  • 30 funds opened new The RMR Group positions in Q2 2018 and 28 closed out, a net change of +2 holders.
  • The largest The RMR Group buyer in Q2 2018 was Vanguard Group, an estimated $15.3M added.
  • The largest The RMR Group seller in Q2 2018 was Gobi Capital, an estimated $5.92M sold.

Based on aggregated 13F filings for Q2 2018.