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The RMR Group
RMR

Overview Fund Activity

184 hedge funds and large institutions have $352M invested in The RMR Group in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+10
Holders Change %
+5.75%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
52
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$63.9M
2
Millennium Management
2
Millennium Management
New York
$10M
3
UBS Group
3
UBS Group
Switzerland
$4.36M
4
Goldman Sachs
4
Goldman Sachs
New York
$6.15M
5
RA
5
Royce & Associates
New York
$10.4M

Top Sellers

1
TG
1
TCW Group
California
$1.43M
2
FFL
2
Flat Footed LLC
Wyoming
$0
3
WSL
3
Western Standard LLC
California
$0
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$2.05M
5
NCM
5
Nantahala Capital Management
Connecticut
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$2.57K +$2.57K +91 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$2.26K – – –
TFGT
128
TS Financial Group (TSFG)
Illinois
$2K – – –
FFA
129
Farther Finance Advisors
California
$1.84K +$1.84K +65 New
SIC
130
Salem Investment Counselors
North Carolina
$1.42K – – –
HIA
131
Harbor Investment Advisory
Maryland
$1.38K – – –
LFG
132
Larson Financial Group
Missouri
$1.14K – – –
BTI
133
Blue Trust Inc
Georgia
$1K -$1.04K -54 -51%
BONH
134
Bank of New Hampshire
New Hampshire
$1K – – –
C
135
Covestor
United Kingdom
$1K – – –
TF
136
Tompkins Financial
New York
$1K – – –
CT
137
Cambridge Trust
Massachusetts
$1K – – –
BFEC
138
Benjamin F. Edwards & Company
Missouri
$1K – – –
CAL
139
Capital Analysts LLC
Pennsylvania
$1K – – –
EI
140
Ellevest Inc
New York
$961 +$961 +34 New
NSIM
141
North Star Investment Management
Illinois
$932 -$28 -1 -3%
AIC
142
Archer Investment Corporation
Indiana
$876 – – –
AF
143
Advisornet Financial
Minnesota
$876 – – –
CA
144
Clearstead Advisors
Ohio
$819 – – –
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$706 +$706 +25 New
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$650 -$57 -2 -8%
NA
147
NewEdge Advisors
Louisiana
$511 +$511 +87 New
CTA
148
Colonial Trust Advisors
South Carolina
$480 +$480 +17 New
AF
149
Allworth Financial
California
$464 -$58 -2 -11%
BAAM
150
Baker Avenue Asset Management
California
$452 +$452 +16 New
4 5
6
7 8