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The RMR Group
RMR

Overview Fund Activity

211 hedge funds and large institutions have $347M invested in The RMR Group in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+8
Holders Change %
+3.94%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
55
Reduced
60
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.87M
2
OAM
Oxford Asset Management
United Kingdom
+$2.65M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.64M
4
Charles Schwab
Charles Schwab
California
+$2.54M
5
FQ
First Quadrant
California
+$1.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.4M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4M
3
HRCM
Hawk Ridge Capital Management
California
-$3.71M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
151
Private Capital Group
Connecticut
$2K – – –
HAM
152
Highstreet Asset Management
Ontario, Canada
$2K – – –
HCM
153
Hilton Capital Management
New York
$2K – – –
RIA
154
RPG Investment Advisory
California
$2K – – –
LFG
155
Larson Financial Group
Missouri
$2K – – –
CAC
156
Certified Advisory Corp
Florida
$2K – – –
FCA
157
FinTrust Capital Advisors
South Carolina
$2K – – –
PA
158
Parallel Advisors
California
$2K +$138 +2 +7%
ASN
159
Advisory Services Network
Georgia
$2K +$158 +3 +9%
FHA
160
First Horizon Advisors
Tennessee
$2K +$2K +33 New
RE
161
RBC Europe
United Kingdom
$1.71K – – –
IA
162
IFP Advisors
Florida
$1K -$2.15K -127 -68%
CWA
163
Clarus Wealth Advisors
Arizona
$1K -$333 -4 -25%
SIS
164
Sound Income Strategies
Florida
$1K -$176 -3 -15%
BWM
165
Baystate Wealth Management
Massachusetts
$1K – – –
AIS
166
Accurate Investment Solutions
Pennsylvania
$1K – – –
GAM
167
Gemmer Asset Management
California
$1K – – –
CAL
168
Capital Analysts LLC
Pennsylvania
$1K – – –
SWM
169
SeaCrest Wealth Management
New York
$1K – – –
TWA
170
TCI Wealth Advisors
Arizona
$1K – – –
DMK
171
David M. Knott
$1K – – –
LC
172
Lindbrook Capital
California
$1K – – –
OIA
173
Optimum Investment Advisors
Illinois
$1K – – –
GI
174
Gradient Investments
Minnesota
$1K +$1K +10 New
AIA
175
Alera Investment Advisors
Illinois
$1K +$1K +14 New
4 5 6
7
8