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The RMR Group

203 hedge funds and large institutions have $312M invested in The RMR Group in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.84% less ownership

Funds ownership: 39.48%38.64% (-0.84%)

9% less funds holding

Funds holding: 222203 (-19)

30% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 66

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

44% less capital invested

Capital invested by funds: $556M → $312M (-$243M)

Holders
203
Holders Change
-19
Holders Change %
-8.56%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
46
Reduced
66
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$1K -$71 -1 -4%
AIS
152
Accurate Investment Solutions
Pennsylvania
$1K
BWM
153
Baystate Wealth Management
Massachusetts
$1K
CAL
154
Capital Analysts LLC
Pennsylvania
$1K
CWA
155
Clarus Wealth Advisors
Arizona
$1K
DMK
156
David M. Knott
$1K
GAM
157
Gemmer Asset Management
California
$1K
MA
158
MCF Advisors
Kentucky
$1K
NFG
159
Next Financial Group
Texas
$1K
SWM
160
SeaCrest Wealth Management
New York
$1K
SIS
161
Sound Income Strategies
Florida
$1K
TWA
162
TCI Wealth Advisors
Arizona
$1K
PCG
163
Private Capital Group
Connecticut
$1K +$424 +6 +29%
LC
164
Lindbrook Capital
California
$1K +$1.48K +21 New
HNB
165
Huntington National Bank
Ohio
$1K +$1.84K +26 +867%
FCA
166
FinTrust Capital Advisors
South Carolina
$1K +$1.91K +27 New
LFG
167
Larson Financial Group
Missouri
$1K +$1.98K +28 New
Schroder Investment Management Group
168
Schroder Investment Management Group
United Kingdom
$389 -$115K -1,625 -18%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$159
GEA
170
Glen Eagle Advisors
New Jersey
$53
CEP
171
Chicago Equity Partners
Illinois
-$4.45M -47,917 Closed
ZIM
172
Zacks Investment Management
Illinois
-$1.92M -20,682 Closed
AAMU
173
Amundi Asset Management US
Massachusetts
-$1.38M -14,826 Closed
American Century Companies
174
American Century Companies
Missouri
-$1.06M -11,459 Closed
SGI
175
Summit Global Investments
Utah
-$835K -9,000 Closed

RMR Hedge Fund Activity: Q4 2018 in Review

203 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2018, worth a combined $312M — down 44% from $556M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of RMR and 32 opened new positions — a net loss of 17 holders — while 66 trimmed existing stakes and 46 added.

The largest buyer was Renaissance Technologies, adding an estimated $4.39M. The largest seller was Acadian Asset Management, cutting an estimated $6.07M.

  • 203 institutional investors held The RMR Group (RMR) as of Q4 2018, down from 222 in Q3 2018.
  • Funds reported $312M of The RMR Group stock for Q4 2018, down 44% quarter-over-quarter.
  • 32 funds opened new The RMR Group positions in Q4 2018 and 49 closed out, a net change of -17 holders.
  • The largest The RMR Group buyer in Q4 2018 was Renaissance Technologies, an estimated $4.39M added.
  • The largest The RMR Group seller in Q4 2018 was Acadian Asset Management, an estimated $6.07M sold.

Based on aggregated 13F filings for Q4 2018.