RMR icon

The RMR Group
RMR

Overview Fund Activity

217 hedge funds and large institutions have $387M invested in The RMR Group in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+19
Holders Change %
+9.6%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
53
Reduced
61
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.13M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.51M
3
CIM
Confluence Investment Management
Missouri
+$3.62M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.46M
5
DZ Bank
DZ Bank
Germany
+$3.08M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$6.82M
2
GC
Gobi Capital
California
-$6.54M
3
ECM
Engine Capital Management
New York
-$5.87M
4
MCM
McKinley Capital Management
Alaska
-$4.67M
5
SIM
Spark Investment Management
New York
-$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$5K +$5K +71 New
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$3K -$1.54K -20 -34%
OIA
153
OneDigital Investment Advisors
Kansas
$3K -$267 -4 -8%
CAC
154
Certified Advisory Corp
Florida
$3K – – –
BFEC
155
Benjamin F. Edwards & Company
Missouri
$3K +$136 +2 +5%
PCG
156
Private Capital Group
Connecticut
$2K -$32.2K -403 -94%
CAL
157
Capital Analysts LLC
Pennsylvania
$2K -$462 -6 -19%
RFM
158
Royal Fund Management
Florida
$2K -$188 -3 -9%
PA
159
Parallel Advisors
California
$2K -$143 -2 -7%
RIA
160
RPG Investment Advisory
California
$2K +$1.89K +33 +1,650%
RE
161
RBC Europe
United Kingdom
$1.96K – – –
MA
162
MCF Advisors
Kentucky
$1K -$923 -12 -48%
DMK
163
David M. Knott
$1K – – –
SIS
164
Sound Income Strategies
Florida
$1K – – –
CPIG
165
Chicago Partners Investment Group
Illinois
$1K – – –
IWM
166
IHT Wealth Management
Illinois
$1K – – –
GAM
167
Gemmer Asset Management
California
$1K – – –
SWM
168
SeaCrest Wealth Management
New York
$1K – – –
MOS
169
MGO One Seven
Ohio
$1K – – –
CJA
170
C-J Advisory
California
$1K – – –
BWM
171
Baystate Wealth Management
Massachusetts
$1K – – –
TWA
172
TCI Wealth Advisors
Arizona
$1K – – –
AIS
173
Accurate Investment Solutions
Pennsylvania
$1K – – –
OIA
174
Optimum Investment Advisors
Illinois
$1K +$1K +9 New
S
175
SignatureFD
Georgia
$1K +$1K +19 New
4 5 6
7
8