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The RMR Group
RMR

177 hedge funds and large institutions have $339M invested in The RMR Group in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 178 → 177 (-1)

2.13% less ownership

Funds ownership: 82.67% → 80.53% (-2.1%)

9% less capital invested

Capital invested by funds: $373M → $339M (-$34.3M)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
46
Reduced
63
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$7.5M
2
RA
Royce & Associates
New York
+$5.26M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.75M
4
TG
TCW Group
California
+$2.46M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.1M
2
Norges Bank
Norges Bank
Norway
-$6.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.93M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.6M
5
MAM
Martingale Asset Management
Massachusetts
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAIA
151
Virtus Alternative Investment Advisers
Connecticut
– -$11K -379 Closed
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
– -$3K -112 Closed
EFSCE
153
Enterprise Financial Services Corp (EFSC)
Missouri
– -$1.13K -39 -89%
ABC
154
Associated Banc-Corp
Wisconsin
– -$1K -32 Closed
AWM
155
Avior Wealth Management
Nebraska
– -$232 -8 -50%
BWM
156
Baystate Wealth Management
Massachusetts
– -$174 -6 -67%
VNA
157
Valley National Advisers
Pennsylvania
– -$116 -4 -80%
CFGS
158
Concourse Financial Group Securities
Alabama
– -$58 -2 -29%
AIM
159
Anchor Investment Management
South Carolina
– -$29 -1 Closed
CFD
160
Creative Financial Designs
Indiana
– +$58 +2 +200%
HCM
161
Highlander Capital Management
New Jersey
– +$116 +4 New
WT
162
Washington Trust
Rhode Island
– +$174 +6 New
AA
163
Advisory Alpha
Michigan
– +$203 +7 New
ACM
164
AUA Capital Management
Pennsylvania
– +$203 +7 New
WTC
165
WhitTier Trust Company
Nevada
– +$319 +11 New
NFG
166
Next Financial Group
Texas
– +$348 +12 New
NNP
167
Nachman Norwood & Parrott
South Carolina
– +$377 +13 New
FFC
168
First Financial Corp
Indiana
– +$406 +14 New
3 4 5 6
7

RMR Hedge Fund Activity: Q3 2020 in Review

177 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q3 2020, worth a combined $339M — down 9.2% from $373M a quarter earlier.

Fund positioning in RMR was balanced in Q3 2020: 20 funds opened new positions, 20 closed out, 46 added to existing stakes and 63 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $7.5M. The largest seller was Fidelity Investments, cutting an estimated $15.1M.

  • 177 institutional investors held The RMR Group (RMR) as of Q3 2020, down from 178 in Q2 2020.
  • Funds reported $339M of The RMR Group stock for Q3 2020, down 9.2% quarter-over-quarter.
  • 20 funds opened new The RMR Group positions in Q3 2020 and 20 closed out, a net change of 0 holders.
  • The largest The RMR Group buyer in Q3 2020 was Russell Investments Group, an estimated $7.5M added.
  • The largest The RMR Group seller in Q3 2020 was Fidelity Investments, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2020.