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The RMR Group

176 hedge funds and large institutions have $466M invested in The RMR Group in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 79.26%78.27% (-0.99%)

5% less funds holding

Funds holding: 186176 (-10)

6% less capital invested

Capital invested by funds: $497M → $466M (-$31.5M)

35% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 55

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
176
Holders Change
-10
Holders Change %
-5.38%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
36
Reduced
55
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E
151
Ergoteles
New York
-$278K -6,800 Closed
SAM
152
Sawgrass Asset Management
Florida
-$206K -5,055 Closed
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
-$200K -4,894 Closed
PC
154
PhiloSmith Capital
Connecticut
-$147K -3,696 -100%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
-$82 -2,000 Closed
IAIM
156
International Assets Investment Management
Florida
-$2K -56 Closed
MWP
157
Meridian Wealth Partners
Pennsylvania
-$2K -51 Closed
WT
158
Whittier Trust
California
-$1.31K -33 -97%
AssetMark Inc
159
AssetMark Inc
California
-$1K -23 Closed
CAC
160
Certified Advisory Corp
Florida
-$1K -15 Closed
EP
161
Eudaimonia Partners
Tennessee
-$1K -14 Closed
RWB
162
RMR Wealth Builders
New Jersey
-$1K -13 Closed
SPIA
163
Steward Partners Investment Advisory
New York
-$239 -6 -35%
IWP
164
IAG Wealth Partners
Wisconsin
-$1K -3 Closed
TC
165
Truvestments Capital
Florida
-$120 -3 -50%
AWM
166
Avior Wealth Management
Nebraska
+$40 +1 +20%
FCMT
167
Founders Capital Management (Texas)
Texas
+$80 +2 New
PSIWM
168
Paradigm Strategies in Wealth Management
Minnesota
+$80 +2 New
SB
169
Strategic Blueprint
Georgia
+$80 +2 New
AA
170
Addison Advisors
Vermont
+$120 +3 New
AFG
171
Albion Financial Group
Utah
+$159 +4 New
TWA
172
TCI Wealth Advisors
Arizona
+$279 +7 +700%

RMR Hedge Fund Activity: Q2 2021 in Review

176 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2021, worth a combined $466M — down 6.3% from $497M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RMR and 14 opened new positions — a net loss of 10 holders — while 55 trimmed existing stakes and 36 added.

The largest buyer was Citadel Advisors, adding an estimated $6.39M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $14.8M.

  • 176 institutional investors held The RMR Group (RMR) as of Q2 2021, down from 186 in Q1 2021.
  • Funds reported $466M of The RMR Group stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 14 funds opened new The RMR Group positions in Q2 2021 and 24 closed out, a net change of -10 holders.
  • The largest The RMR Group buyer in Q2 2021 was Citadel Advisors, an estimated $6.39M added.
  • The largest The RMR Group seller in Q2 2021 was Hawk Ridge Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2021.