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The RMR Group
RMR

Overview Fund Activity

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
Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
2.93%
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

1
NCM
Nantahala Capital Management
Connecticut
$33.4M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$34.9M
3
TG
TCW Group
California
$12.2M
4
GAMC
Garner Asset Management Corp
Texas
$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
$80.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$703K
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.13M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$10.6M
4
BlackRock
BlackRock
New York
$45.8M
5
Morgan Stanley
Morgan Stanley
New York
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
126
Capital Analysts LLC
Pennsylvania
$2K – – –
PCG
127
Private Capital Group
Connecticut
$2K – – –
LC
128
Lindbrook Capital
California
$2K – – –
EVM
129
Eaton Vance Management
Massachusetts
$2K – – –
AF
130
Advisornet Financial
Minnesota
$2K – – –
CT
131
Cambridge Trust
Massachusetts
$2K +$2K +50 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +57 New
CFCI
133
Comprehensive Financial Consultants Institutional
Indiana
$2K +$2K +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
$1.08K – – –
DA
137
Denali Advisors
California
$1K -$722K -20,211 -100%
NSIM
138
North Star Investment Management
Illinois
$1K -$1.07K -45 -52%
CA
139
Clearstead Advisors
Ohio
$1K – – –
BFEC
140
Benjamin F. Edwards & Company
Missouri
$1K – – –
FHA
141
First Horizon Advisors
Tennessee
$1K – – –
SIS
142
Sound Income Strategies
Florida
$1K – – –
LFG
143
Larson Financial Group
Missouri
$1K – – –
RE
144
RBC Europe
United Kingdom
$1K – – –
Bessemer Group
145
Bessemer Group
New Jersey
$1K – – –
CA
146
CoreCap Advisors
Michigan
$1K +$1K +4 New
GWS
147
Glassman Wealth Services
Virginia
$1K +$375 +6 +60%
DMKJ
148
David M. Knott Jr
$1K +$1K +16 New
AIP
149
Ahrens Investment Partners
Louisiana
$1K +$1K +17 New
BBPWM
150
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +25 New
3 4 5
6
7