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The RMR Group
RMR

190 hedge funds and large institutions have $426M invested in The RMR Group in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $393M → $426M (+$33M)

6% more funds holding

Funds holding: 180 → 190 (+10)

1.23% more ownership

Funds ownership: 78.13% → 79.36% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

26% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 53

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
39
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Nantahala Capital Management
Connecticut
+$11.7M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$9.56M
3
TG
TCW Group
California
+$2.75M
4
GAMC
Garner Asset Management Corp
Texas
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$12.9M
2
N
Nuveen
North Carolina
-$2.19M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.59M
4
BlackRock
BlackRock
New York
-$1.41M
5
Morgan Stanley
Morgan Stanley
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$2K – – –
EVM
127
Eaton Vance Management
Massachusetts
$2K – – –
LC
128
Lindbrook Capital
California
$2K – – –
PCG
129
Private Capital Group
Connecticut
$2K – – –
SIC
130
Salem Investment Counselors
North Carolina
$2K – – –
CT
131
Cambridge Trust
Massachusetts
$2K +$1.73K +50 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.97K +57 New
CFCI
133
Comprehensive Financial Consultants Institutional
Indiana
$2K +$2.88K +83 New
APA
134
American Portfolios Advisors
New York
$1.49K +$139 +4 +10%
AIM
135
Anchor Investment Management
South Carolina
$1.14K +$1.14K +33 New
AIC
136
Archer Investment Corporation
Indiana
$1.07K – – –
DA
137
Denali Advisors
California
$1K -$700K -20,211 -100%
NSIM
138
North Star Investment Management
Illinois
$1K -$1.56K -45 -52%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$1K – – –
Bessemer Group
140
Bessemer Group
New Jersey
$1K – – –
CA
141
Clearstead Advisors
Ohio
$1K – – –
FHA
142
First Horizon Advisors
Tennessee
$1K – – –
LFG
143
Larson Financial Group
Missouri
$1K – – –
RE
144
RBC Europe
United Kingdom
$1K – – –
SIS
145
Sound Income Strategies
Florida
$1K – – –
CA
146
CoreCap Advisors
Michigan
$1K +$139 +4 New
GWS
147
Glassman Wealth Services
Virginia
$1K +$208 +6 +60%
DMKJ
148
David M. Knott Jr
$1K +$554 +16 New
AIP
149
Ahrens Investment Partners
Louisiana
$1K +$589 +17 New
BBPWM
150
Blue Bell Private Wealth Management
Pennsylvania
$1K +$866 +25 New
4 5
6
7 8

RMR Hedge Fund Activity: Q4 2021 in Review

190 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2021, worth a combined $426M — up 8.4% from $393M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RMR positions and 21 closed out — a net gain of 12 holders — while 39 added to existing stakes and 53 trimmed.

The largest buyer was Nantahala Capital Management, adding an estimated $11.7M. The largest seller was Citadel Advisors, cutting an estimated $12.9M.

  • 190 institutional investors held The RMR Group (RMR) as of Q4 2021, up from 180 in Q3 2021.
  • Funds reported $426M of The RMR Group stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 33 funds opened new The RMR Group positions in Q4 2021 and 21 closed out, a net change of +12 holders.
  • The largest The RMR Group buyer in Q4 2021 was Nantahala Capital Management, an estimated $11.7M added.
  • The largest The RMR Group seller in Q4 2021 was Citadel Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2021.