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The RMR Group
RMR

184 hedge funds and large institutions have $352M invested in The RMR Group in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $294M → $352M (+$58.3M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

6% more funds holding

Funds holding: 174 → 184 (+10)

1.98% more ownership

Funds ownership: 79.97% → 81.95% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
184
Holders Change
+10
Holders Change %
+5.75%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
29
Increased
52
Reduced
46
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.3M
2
Millennium Management
Millennium Management
New York
+$5.27M
3
UBS Group
UBS Group
Switzerland
+$4.19M
4
Goldman Sachs
Goldman Sachs
New York
+$3.07M
5
RA
Royce & Associates
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
TG
TCW Group
California
-$9.55M
2
FFL
Flat Footed LLC
Wyoming
-$5.89M
3
WSL
Western Standard LLC
California
-$3.04M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.75M
5
NCM
Nantahala Capital Management
Connecticut
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
151
Cullen/Frost Bankers
Texas
$367 – – –
S
152
SignatureFD
Georgia
$283 -$5.66K -208 -95%
SIS
153
Sound Income Strategies
Florida
$283 -$54 -2 -17%
BWA
154
BDO Wealth Advisors
Florida
$254 – – –
CT
155
Colonial Trust
South Carolina
$254 +$245 +9 New
First Manhattan
156
First Manhattan
New York
$226 – – –
HI
157
Harbour Investments
Wisconsin
$198 – – –
BWAM
158
Boyd Watterson Asset Management
Ohio
$198 +$190 +7 New
SSC
159
Syverson Strege & Co
Iowa
$183 – – –
PAI
160
Pittenger & Anderson Inc
Nebraska
$170 – – –
BAM
161
Belpointe Asset Management
Nevada
$170 +$163 +6 New
SPIA
162
Steward Partners Investment Advisory
New York
$141 -$163 -6 -55%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$113 -$27 -1 -20%
AFG
164
Albion Financial Group
Utah
$113 – – –
GWS
165
Glassman Wealth Services
Virginia
$113 – – –
SWA
166
SOA Wealth Advisors
New York
$113 – – –
WWM
167
Wolff Wiese Magana
California
$113 – – –
CA
168
CoreCap Advisors
Michigan
$113 +$109 +4 New
TC
169
Truvestments Capital
Florida
$85 – – –
AWM
170
AllSquare Wealth Management
New York
$57 – – –
AssetMark Inc
171
AssetMark Inc
California
$57 – – –
GRP
172
Global Retirement Partners
California
$57 – – –
Group One Trading
173
Group One Trading
Illinois
$57 – – –
IGWM
174
ICA Group Wealth Management
Colorado
$57 +$54 +2 New
LOIP
175
Live Oak Investment Partners
Texas
$28 – – –
4 5 6
7
8

RMR Hedge Fund Activity: Q4 2022 in Review

184 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2022, worth a combined $352M — up 20% from $294M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new RMR positions and 16 closed out — a net gain of 13 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $21.3M. The largest seller was TCW Group, cutting an estimated $9.55M.

  • 184 institutional investors held The RMR Group (RMR) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $352M of The RMR Group stock for Q4 2022, up 20% quarter-over-quarter.
  • 29 funds opened new The RMR Group positions in Q4 2022 and 16 closed out, a net change of +13 holders.
  • The largest The RMR Group buyer in Q4 2022 was BlackRock, an estimated $21.3M added.
  • The largest The RMR Group seller in Q4 2022 was TCW Group, an estimated $9.55M sold.

Based on aggregated 13F filings for Q4 2022.