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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
RFWA
201
RPg Family Wealth Advisory
Massachusetts
-$15.2K -164 Closed
Loomis, Sayles & Company
202
Loomis, Sayles & Company
Massachusetts
-$8K -90 Closed
GRP
203
Global Retirement Partners
California
-$7K -71 Closed
MCM
204
MV Capital Management
Maryland
-$4K -38 Closed
PAMG
205
Patton Albertson Miller Group
Tennessee
-$3K -34 Closed
RCG
206
Ruggie Capital Group
Florida
-$3K -34 Closed
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
-$2.26K -32 -86%
CAG
208
Csenge Advisory Group
Florida
-$2K -31 Closed
SPIA
209
Steward Partners Investment Advisory
New York
-$3K -29 Closed
MWPCG
210
Measured Wealth Private Client Group
New Hampshire
-$2K -22 Closed
RFM
211
Royal Fund Management
Florida
-$1.41K -20 -63%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
-$1K -18 Closed
CPIG
213
Chicago Partners Investment Group
Illinois
-$1K -16 Closed
CJA
214
C-J Advisory
California
-$1K -12 Closed
JA
215
JOYN Advisors
Georgia
-$1K -12 Closed
BA
216
Ballew Advisors
Mississippi
-$1K -9 Closed
CFGS
217
Concourse Financial Group Securities
Alabama
-$565 -8 -53%
PO
218
Private Ocean
California
-$1K -8 Closed
WTB
219
Washington Trust Bank
Washington
-$212 -3 -43%
CHP
220
Cable Hill Partners
Oregon
-$71 -1 Closed
GT
221
Glenmede Trust
Pennsylvania
+$71 +1 New
ME
222
McIlrath & Eck
Washington
+$71 +1 New
PWMG
223
Prestige Wealth Management Group
New Jersey
+$71 +1 New
AWM
224
Aevitas Wealth Management
Massachusetts
+$141 +2 New
PCFFS
225
Pacific Center for Financial Services
California
+$141 +2 New

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.