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The RMR Group
RMR

Overview Fund Activity

211 hedge funds and large institutions have $347M invested in The RMR Group in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
55
Reduced
60
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.87M
2
OAM
Oxford Asset Management
United Kingdom
+$2.65M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.64M
4
Charles Schwab
Charles Schwab
California
+$2.54M
5
FQ
First Quadrant
California
+$1.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.4M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4M
3
HRCM
Hawk Ridge Capital Management
California
-$3.71M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
126
New York State Teachers Retirement System (NYSTRS)
New York
$37K – – –
PCM
127
Prelude Capital Management
New York
$35K +$35K +566 New
AIP
128
Ameritas Investment Partners
Nebraska
$33K – – –
FNB
129
Farmers National Bank
Kentucky
$24K +$24K +397 New
AG
130
Advisor Group
Arizona
$22K +$428 +7 +2%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$21K – – –
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$1.59K +26 +9%
DSC
133
Duncker Streett & Co
Missouri
$17K -$726 -12 -4%
GWM
134
Geneos Wealth Management
Colorado
$16K – – –
RFWA
135
RPg Family Wealth Advisory
Massachusetts
$12.6K +$12.6K +206 New
TRCT
136
Tower Research Capital (TRC)
New York
$10K -$34.2K -558 -77%
US Bancorp
137
US Bancorp
Minnesota
$10K +$3.48K +56 +53%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$8K – – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$7K -$250K -4,182 -97%
NSIM
140
North Star Investment Management
Illinois
$7K – – –
FGAM
141
Financial Gravity Asset Management
Texas
$6K +$6K +89 New
CIAS
142
Capital Investment Advisory Services
North Carolina
$5K -$132 -2 -3%
FHB
143
First Hawaiian Bank
Hawaii
$5K – – –
TFGT
144
TS Financial Group (TSFG)
Illinois
$5K +$5K +75 New
BFEC
145
Benjamin F. Edwards & Company
Missouri
$4K – – –
AIC
146
Archer Investment Corporation
Indiana
$4K – – –
TC
147
Truvestments Capital
Florida
$4K +$4K +59 New
AF
148
Advisornet Financial
Minnesota
$3K +$789 +15 +36%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$2K -$246 -7 -11%
HNB
150
Huntington National Bank
Ohio
$2K -$231 -3 -10%
4 5
6
7 8