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The RMR Group

177 hedge funds and large institutions have $339M invested in The RMR Group in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 178177 (-1)

2.13% less ownership

Funds ownership: 82.67%80.53% (-2.1%)

9% less capital invested

Capital invested by funds: $373M → $339M (-$34.3M)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
46
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$1K -$1.19K -41 -64%
AF
127
Advisornet Financial
Minnesota
$1K -$435 -15 -25%
SIS
128
Sound Income Strategies
Florida
$1K -$58 -2 -5%
GT
129
Glenmede Trust
Pennsylvania
$1K -$29 -1 -2%
CA
130
Clearstead Advisors
Ohio
$1K
LFG
131
Larson Financial Group
Missouri
$1K
SPIA
132
Steward Partners Investment Advisory
New York
$1K
CAL
133
Capital Analysts LLC
Pennsylvania
$1K +$29 +1 +4%
AssetMark Inc
134
AssetMark Inc
California
$1K +$145 +5 +28%
HFA
135
HC Financial Advisors
California
$1K +$377 +13 +144%
FHA
136
First Horizon Advisors
Tennessee
$1K +$435 +15 +45%
PFS
137
Prospera Financial Services
Texas
$1K +$812 +28 New
FGA
138
Fortis Group Advisors
New Jersey
$1K +$1.07K +37 New
AIC
139
Archer Investment Corporation
Indiana
$989
RE
140
RBC Europe
United Kingdom
$769
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$440
FCH
142
Freestone Capital Holdings
Washington
$302 +$319 +11 New
Millennium Management
143
Millennium Management
New York
$298 +$92.6K +3,195 +42%
Aviva
144
Aviva
United Kingdom
-$1.54M -52,280 Closed
WG
145
Winton Group
United Kingdom
-$416K -14,124 Closed
SG Americas Securities
146
SG Americas Securities
New York
-$245K -8,320 Closed
CCIA
147
Campbell & Co Investment Adviser
Maryland
-$234K -7,951 Closed
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
-$203K -6,873 Closed
CAN
149
Cetera Advisor Networks
California
-$105K -3,570 Closed
PAG
150
Private Advisor Group
New Jersey
-$12K -396 Closed

RMR Hedge Fund Activity: Q3 2020 in Review

177 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2020, worth a combined $339M — down 9.2% from $373M a quarter earlier.

Fund positioning in RMR was balanced in Q3 2020: 20 funds opened new positions, 20 closed out, 46 added to existing stakes and 63 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $7.5M. The largest seller was Fidelity Investments, cutting an estimated $15.1M.

  • 177 institutional investors held The RMR Group (RMR) as of Q3 2020, down from 178 in Q2 2020.
  • Funds reported $339M of The RMR Group stock for Q3 2020, down 9.2% quarter-over-quarter.
  • 20 funds opened new The RMR Group positions in Q3 2020 and 20 closed out, a net change of 0 holders.
  • The largest The RMR Group buyer in Q3 2020 was Russell Investments Group, an estimated $7.5M added.
  • The largest The RMR Group seller in Q3 2020 was Fidelity Investments, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2020.