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The RMR Group
RMR

186 hedge funds and large institutions have $357M invested in The RMR Group in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2.11% more ownership

Funds ownership: 79.76% → 81.87% (+2.1%)

1% more funds holding

Funds holding: 185 → 186 (+1)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

7% less capital invested

Capital invested by funds: $382M → $357M (-$25.3M)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$4.3M
2
GAMC
Garner Asset Management Corp
Texas
+$3.82M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.81M
4
Morgan Stanley
Morgan Stanley
New York
+$1.76M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
-$4.61M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.92M
3
Renaissance Technologies
Renaissance Technologies
New York
-$850K
4
Boston Partners
Boston Partners
Massachusetts
-$782K
5
N
Nuveen
North Carolina
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$1K -$288 -10 -11%
AF
127
Advisornet Financial
Minnesota
$1K -$259 -9 -20%
BONH
128
Bank of New Hampshire
New Hampshire
$1K – – –
BCMLT
129
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
BFEC
130
Benjamin F. Edwards & Company
Missouri
$1K – – –
Bessemer Group
131
Bessemer Group
New Jersey
$1K – – –
BBPWM
132
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
CT
133
Cambridge Trust
Massachusetts
$1K – – –
CA
134
Clearstead Advisors
Ohio
$1K – – –
DA
135
Denali Advisors
California
$1K – – –
LFG
136
Larson Financial Group
Missouri
$1K – – –
NSIM
137
North Star Investment Management
Illinois
$1K – – –
RE
138
RBC Europe
United Kingdom
$1K – – –
SIC
139
Salem Investment Counselors
North Carolina
$1K – – –
TF
140
Tompkins Financial
New York
$1K – – –
ZB
141
Zions Bancorporation
Utah
$1K – – –
CAL
142
Capital Analysts LLC
Pennsylvania
$1K +$29 +1 +4%
FF
143
FourThought Financial
Florida
$1K +$576 +20 New
M
144
MOTCO
Texas
$1K +$1.21K +42 New
HIA
145
Harbor Investment Advisory
Maryland
$1K +$1.41K +49 New
AIM
146
Anchor Investment Management
South Carolina
$936 – – –
AIC
147
Archer Investment Corporation
Indiana
$879 – – –
VVP
148
Venture Visionary Partners
Ohio
$349 +$346 +12 New
PC
149
PhiloSmith Capital
Connecticut
$113 – – –
BFM
150
Boothbay Fund Management
New York
– -$4.61M -148,255 Closed
3 4 5
6
7

RMR Hedge Fund Activity: Q2 2022 in Review

186 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2022, worth a combined $357M — down 6.6% from $382M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RMR positions and 18 closed out — a net gain of 4 holders — while 43 added to existing stakes and 46 trimmed.

The largest buyer was Royce & Associates, adding an estimated $4.3M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $4.61M sold.

  • 186 institutional investors held The RMR Group (RMR) as of Q2 2022, up from 185 in Q1 2022.
  • Funds reported $357M of The RMR Group stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 22 funds opened new The RMR Group positions in Q2 2022 and 18 closed out, a net change of +4 holders.
  • The largest The RMR Group buyer in Q2 2022 was Royce & Associates, an estimated $4.3M added.
  • The largest The RMR Group seller in Q2 2022 was Boothbay Fund Management, an estimated $4.61M sold.

Based on aggregated 13F filings for Q2 2022.