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The RMR Group

186 hedge funds and large institutions have $497M invested in The RMR Group in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-5
Holders Change %
-2.62%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
50
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
126
Salem Investment Counselors
North Carolina
$2K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$2K
AWA
128
Arkadios Wealth Advisors
Georgia
$2K +$721 +22 +56%
IAIM
129
International Assets Investment Management
Florida
$2K +$1K +28 +100%
HI
130
Harbour Investments
Wisconsin
$2K +$2K +46 New
MWP
131
Meridian Wealth Partners
Pennsylvania
$2K +$2K +51 New
APA
132
American Portfolios Advisors
New York
$1.59K
AIC
133
Archer Investment Corporation
Indiana
$1.47K
RE
134
RBC Europe
United Kingdom
$1.14K
SIS
135
Sound Income Strategies
Florida
$1.06K -$571 -14 -35%
CAL
136
Capital Analysts LLC
Pennsylvania
$1K
DMK
137
David M. Knott
$1K
FHA
138
First Horizon Advisors
Tennessee
$1K
PA
139
Parallel Advisors
California
$1K
CA
140
Clearstead Advisors
Ohio
$1K
AssetMark Inc
141
AssetMark Inc
California
$1K
Bessemer Group
142
Bessemer Group
New Jersey
$1K
BFEC
143
Benjamin F. Edwards & Company
Missouri
$1K
LFG
144
Larson Financial Group
Missouri
$1K +$32 +1 +3%
IWP
145
IAG Wealth Partners
Wisconsin
$1K +$1K +3 New
RWB
146
RMR Wealth Builders
New Jersey
$1K +$769 +10 +333%
CFB
147
Cullen/Frost Bankers
Texas
$1K +$1K +13 New
EP
148
Eudaimonia Partners
Tennessee
$1K +$1K +14 New
CAC
149
Certified Advisory Corp
Florida
$1K +$1K +15 New
EVM
150
Eaton Vance Management
Massachusetts
$1K +$1K +27 New