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The RMR Group
RMR

Overview Fund Activity

203 hedge funds and large institutions have $312M invested in The RMR Group in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-19
Holders Change %
-8.56%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
46
Reduced
66
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$3.3M
2
Marshall Wace
Marshall Wace
United Kingdom
+$2.84M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.17M
4
Ameriprise
Ameriprise
Minnesota
+$1.88M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.68M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.56M
2
CEP
Chicago Equity Partners
Illinois
-$4.45M
3
Invesco
Invesco
Georgia
-$2M
4
ZIM
Zacks Investment Management
Illinois
-$1.92M
5
Morgan Stanley
Morgan Stanley
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
126
Point72 Hong Kong
Hong Kong
$9K +$9K +173 New
FGC
127
Financial Gravity Companies
Texas
$8K +$8K +114 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$7K – – –
NSIM
129
North Star Investment Management
Illinois
$6K -$4.45K -86 -43%
US Bancorp
130
US Bancorp
Minnesota
$5K -$17.8K -374 -78%
FHB
131
First Hawaiian Bank
Hawaii
$4K – – –
CIAS
132
Capital Investment Advisory Services
North Carolina
$4K +$4K +78 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.08K -23 -26%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$3K – – –
AIC
135
Ameritas Investment Company
Nebraska
$3K +$3K +50 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$3K +$2.68K +51 +850%
AIC
137
Archer Investment Corporation
Indiana
$3K +$3K +61 New
Twin Tree Management
138
Twin Tree Management
Texas
$3K +$3K +64 New
ASN
139
Advisory Services Network
Georgia
$2K -$206K -3,607 -99%
HAM
140
Highstreet Asset Management
Ontario, Canada
$2K – – –
HCM
141
Hilton Capital Management
New York
$2K – – –
AF
142
Advisornet Financial
Minnesota
$2K – – –
RIA
143
RPG Investment Advisory
California
$2K – – –
CAC
144
Certified Advisory Corp
Florida
$2K +$50 +1 +3%
SPL
145
Smart Portfolios LLC
Washington
$2K +$2K +35 New
DA
146
Denali Advisors
California
$2K +$2K +38 New
APA
147
American Portfolios Advisors
New York
$1.59K -$99.3K -1,872 -98%
RE
148
RBC Europe
United Kingdom
$1.49K – – –
UBS AM
149
UBS AM
Illinois
$1.43K -$185K -3,488 -99%
Federated Hermes
150
Federated Hermes
Pennsylvania
$1K -$230K -230 -100%
4 5
6
7 8