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The RMR Group

198 hedge funds and large institutions have $334M invested in The RMR Group in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $271M → $334M (+$63.1M)

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

9% more funds holding

Funds holding: 182198 (+16)

2.2% more ownership

Funds ownership: 34.9%37.1% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
56
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$1K -$844 -15 -48%
AIS
152
Accurate Investment Solutions
Pennsylvania
$1K
BWM
153
Baystate Wealth Management
Massachusetts
$1K
DMK
154
David M. Knott
$1K
GAM
155
Gemmer Asset Management
California
$1K
IWM
156
IHT Wealth Management
Illinois
$1K
TWA
157
TCI Wealth Advisors
Arizona
$1K
MA
158
MCF Advisors
Kentucky
$1K +$56 +1 +4%
MOS
159
MGO One Seven
Ohio
$1K +$506 +9 New
CJA
160
C-J Advisory
California
$1K +$675 +12 New
GI
161
Gradient Investments
Minnesota
$1K +$844 +15 New
SIS
162
Sound Income Strategies
Florida
$1K +$1.13K +20 New
SWM
163
SeaCrest Wealth Management
New York
$1K +$1.18K +21 New
SIM
164
Sonora Investment Management
Arizona
$593
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$237
GEA
166
Glen Eagle Advisors
New Jersey
$59
PCG
167
Private Capital Group
Connecticut
$1 +$24.1K +428 New
SCM
168
Sterling Capital Management
North Carolina
-$2.73M -53,254 Closed
MWNA
169
Marshall Wace North America
New York
-$2.48M -48,534 Closed
RA
170
Rational Advisors
New York
-$282K -5,500 Closed
Millennium Management
171
Millennium Management
New York
-$261K -5,087 Closed
Principal Financial Group
172
Principal Financial Group
Iowa
-$223K -4,343 Closed
NFA
173
Nationwide Fund Advisors
Ohio
-$208K -4,042 Closed
NFG
174
Next Financial Group
Texas
-$2K -31 Closed
M
175
MOTCO
Texas
-$1K -27 Closed

RMR Hedge Fund Activity: Q4 2017 in Review

198 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2017, worth a combined $334M — up 23% from $271M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RMR positions and 15 closed out — a net gain of 16 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $9.26M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $2.73M sold.

  • 198 institutional investors held The RMR Group (RMR) as of Q4 2017, up from 182 in Q3 2017.
  • Funds reported $334M of The RMR Group stock for Q4 2017, up 23% quarter-over-quarter.
  • 31 funds opened new The RMR Group positions in Q4 2017 and 15 closed out, a net change of +16 holders.
  • The largest The RMR Group buyer in Q4 2017 was Fidelity Investments, an estimated $9.26M added.
  • The largest The RMR Group seller in Q4 2017 was Sterling Capital Management, an estimated $2.73M sold.

Based on aggregated 13F filings for Q4 2017.