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The RMR Group
RMR

Overview Fund Activity

191 hedge funds and large institutions have $483M invested in The RMR Group in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$15.8M
2
NCM
Nantahala Capital Management
Connecticut
+$9.54M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.59M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.23M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
-$9.25M
2
RA
Royce & Associates
New York
-$8.79M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
4
WSL
Western Standard LLC
California
-$1.82M
5
MSL
Mackay Shields LLC
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$2K – – –
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PCG
128
Private Capital Group
Connecticut
$2K – – –
SIS
129
Sound Income Strategies
Florida
$2K – – –
GLLW
130
Graves Light Lenhart Wealth
Virginia
$2K +$2K +41 New
SIC
131
Salem Investment Counselors
North Carolina
$2K +$2K +50 New
APA
132
American Portfolios Advisors
New York
$1.51K -$811 -21 -35%
AIC
133
Archer Investment Corporation
Indiana
$1.39K – – –
RE
134
RBC Europe
United Kingdom
$1.08K – – –
ASN
135
Advisory Services Network
Georgia
$1K -$7.47K -239 -88%
PA
136
Parallel Advisors
California
$1K -$1.76K -37 -64%
CAL
137
Capital Analysts LLC
Pennsylvania
$1K -$77 -2 -7%
AssetMark Inc
138
AssetMark Inc
California
$1K – – –
Bessemer Group
139
Bessemer Group
New Jersey
$1K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$1K – – –
DMK
141
David M. Knott
$1K – – –
FHA
142
First Horizon Advisors
Tennessee
$1K – – –
LFG
143
Larson Financial Group
Missouri
$1K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$1K – – –
CA
145
Clearstead Advisors
Ohio
$1K – – –
Jones Financial Companies
146
Jones Financial Companies
Missouri
$1K +$1K +27 New
IAIM
147
International Assets Investment Management
Florida
$1K +$1K +28 New
AWA
148
Arkadios Wealth Advisors
Georgia
$1K +$1K +39 New
AIG
149
American International Group
New York
$946 +$595 +15,390 +169%
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$618 – – –
3 4 5
6
7