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The RMR Group
RMR

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

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $294M → $352M (+$58.3M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

6% more funds holding

Funds holding: 174 → 184 (+10)

1.98% more ownership

Funds ownership: 79.97% → 81.95% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
184
Holders Change
+10
Holders Change %
+5.75%
% of All Funds
2.96%
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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.3M
2
Millennium Management
Millennium Management
New York
+$5.27M
3
UBS Group
UBS Group
Switzerland
+$4.19M
4
Goldman Sachs
Goldman Sachs
New York
+$3.07M
5
RA
Royce & Associates
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
TG
TCW Group
California
-$9.55M
2
FFL
Flat Footed LLC
Wyoming
-$5.89M
3
WSL
Western Standard LLC
California
-$3.04M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.75M
5
NCM
Nantahala Capital Management
Connecticut
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
126
Advisory Services Network
Georgia
$2.57K +$2.48K +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 +$1.77K +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 -$1.47K -54 -51%
BONH
134
Bank of New Hampshire
New Hampshire
$1K – – –
BFEC
135
Benjamin F. Edwards & Company
Missouri
$1K – – –
CT
136
Cambridge Trust
Massachusetts
$1K – – –
CAL
137
Capital Analysts LLC
Pennsylvania
$1K – – –
C
138
Covestor
United Kingdom
$1K – – –
TF
139
Tompkins Financial
New York
$1K – – –
EI
140
Ellevest Inc
New York
$961 +$925 +34 New
NSIM
141
North Star Investment Management
Illinois
$932 -$27 -1 -3%
AF
142
Advisornet Financial
Minnesota
$876 – – –
AIC
143
Archer Investment Corporation
Indiana
$876 – – –
CA
144
Clearstead Advisors
Ohio
$819 – – –
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$706 +$680 +25 New
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$650 -$54 -2 -8%
NA
147
NewEdge Advisors
Louisiana
$511 +$2.37K +87 New
CTA
148
Colonial Trust Advisors
South Carolina
$480 +$462 +17 New
AF
149
Allworth Financial
California
$464 -$54 -2 -11%
BAAM
150
Baker Avenue Asset Management
California
$452 +$435 +16 New
4 5
6
7 8

RMR Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2022, worth a combined $352M — up 20% from $294M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RMR positions and 16 closed out — a net gain of 13 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $21.3M. The largest seller was TCW Group, cutting an estimated $9.55M.

  • 184 institutional investors held The RMR Group (RMR) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $352M of The RMR Group stock for Q4 2022, up 20% quarter-over-quarter.
  • 29 funds opened new The RMR Group positions in Q4 2022 and 16 closed out, a net change of +13 holders.
  • The largest The RMR Group buyer in Q4 2022 was BlackRock, an estimated $21.3M added.
  • The largest The RMR Group seller in Q4 2022 was TCW Group, an estimated $9.55M sold.

Based on aggregated 13F filings for Q4 2022.