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The RMR Group

185 hedge funds and large institutions have $382M invested in The RMR Group in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% more ownership

Funds ownership: 79.36%79.76% (+0.4%)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

3% less funds holding

Funds holding: 190185 (-5)

10% less capital invested

Capital invested by funds: $426M → $382M (-$43.4M)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
50
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
126
Salem Investment Counselors
North Carolina
$2K
TF
127
Tompkins Financial
New York
$2K +$1.53K +49 New
APA
128
American Portfolios Advisors
New York
$1.34K
AIM
129
Anchor Investment Management
South Carolina
$1.03K
QCG
130
Quadrant Capital Group
Ohio
$1K -$9.27K -297 -95%
PA
131
Parallel Advisors
California
$1K -$1.25K -40 -50%
LC
132
Lindbrook Capital
California
$1K -$1.19K -38 -55%
CAL
133
Capital Analysts LLC
Pennsylvania
$1K -$718 -23 -48%
AF
134
Advisornet Financial
Minnesota
$1K
AIP
135
Ahrens Investment Partners
Louisiana
$1K
BFEC
136
Benjamin F. Edwards & Company
Missouri
$1K
Bessemer Group
137
Bessemer Group
New Jersey
$1K
BBPWM
138
Blue Bell Private Wealth Management
Pennsylvania
$1K
CA
139
Clearstead Advisors
Ohio
$1K
DA
140
Denali Advisors
California
$1K
NSIM
141
North Star Investment Management
Illinois
$1K
RE
142
RBC Europe
United Kingdom
$1K
LFG
143
Larson Financial Group
Missouri
$1K +$31 +1 +3%
BONH
144
Bank of New Hampshire
New Hampshire
$1K +$281 +9 New
ZB
145
Zions Bancorporation
Utah
$1K +$593 +19 New
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$781 +25 New
PFS
147
Prospera Financial Services
Texas
$1K +$874 +28 New
AIC
148
Archer Investment Corporation
Indiana
$961
PC
149
PhiloSmith Capital
Connecticut
$124
Macquarie Group
150
Macquarie Group
Australia
$19

RMR Hedge Fund Activity: Q1 2022 in Review

185 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2022, worth a combined $382M — down 10% from $426M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RMR and 19 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 50 added.

The largest buyer was Victory Capital Management, adding an estimated $3.17M. The largest seller was LDR Capital Management, exiting entirely with an estimated $7.87M sold.

  • 185 institutional investors held The RMR Group (RMR) as of Q1 2022, down from 190 in Q4 2021.
  • Funds reported $382M of The RMR Group stock for Q1 2022, down 10% quarter-over-quarter.
  • 19 funds opened new The RMR Group positions in Q1 2022 and 22 closed out, a net change of -3 holders.
  • The largest The RMR Group buyer in Q1 2022 was Victory Capital Management, an estimated $3.17M added.
  • The largest The RMR Group seller in Q1 2022 was LDR Capital Management, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2022.