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The RMR Group

229 hedge funds and large institutions have $703M invested in The RMR Group in 2019 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 74 increasing their positions, 42 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

103% more capital invested

Capital invested by funds: $347M → $703M (+$356M)

76% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 42

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

61.04% more ownership

Funds ownership: 37.28%98.33% (+61%)

9% more funds holding

Funds holding: 211229 (+18)

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
50
Increased
74
Reduced
42
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IndexIQ Advisors
New York
-$541K -8,868 Closed
SIM
202
Spark Investment Management
New York
-$335K -5,500 Closed
Man Group
203
Man Group
United Kingdom
-$270K -4,434 Closed
CAN
204
Cetera Advisor Networks
California
-$259K -4,286 Closed
ECM
205
Element Capital Management
New York
-$257K -4,216 Closed
Principal Financial Group
206
Principal Financial Group
Iowa
-$221K -3,619 Closed
BCM
207
BlueCrest Capital Management
Jersey
-$212K -3,475 Closed
MCM
208
McKinley Capital Management
Alaska
-$47K -763 Closed
RFWA
209
RPg Family Wealth Advisory
Massachusetts
-$12.6K -206 Closed
NSIM
210
North Star Investment Management
Illinois
-$7K -116 Closed
FHB
211
First Hawaiian Bank
Hawaii
-$5K -74 Closed
JPLA
212
Joseph P. Lucia & Associates
New York
-$3.29K -61 -98%
HNB
213
Huntington National Bank
Ohio
-$2K -26 Closed
SWM
214
SeaCrest Wealth Management
New York
-$1K -21 Closed
AIA
215
Alera Investment Advisors
Illinois
-$1K -14 Closed
GI
216
Gradient Investments
Minnesota
-$1K -10 Closed
AA
217
Advisory Alpha
Michigan
-$389 -7 Closed
TFO
218
Tarbox Family Office
California
+$54 +1 New
FCMT
219
Founders Capital Management (Texas)
Texas
+$108 +2 New
WCG
220
Weaver Consulting Group
California
+$162 +3 New
NFG
221
Next Financial Group
Texas
+$215 +4 New
SCA
222
Stonebridge Capital Advisors
Minnesota
+$215 +4 New
S
223
SignatureFD
Georgia
+$269 +5 +167%
PO
224
Private Ocean
California
+$431 +8 New
SPIA
225
Steward Partners Investment Advisory
New York
+$1.02K +19 New

RMR Hedge Fund Activity: Q2 2019 in Review

229 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q2 2019, worth a combined $703M — up 103% from $347M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RMR positions and 29 closed out — a net gain of 21 holders — while 74 added to existing stakes and 42 trimmed.

The largest buyer was Citigroup, adding an estimated $153M. The largest seller was DZ Bank, exiting entirely with an estimated $5.65M sold.

  • 229 institutional investors held The RMR Group (RMR) as of Q2 2019, up from 211 in Q1 2019.
  • Funds reported $703M of The RMR Group stock for Q2 2019, up 103% quarter-over-quarter.
  • 50 funds opened new The RMR Group positions in Q2 2019 and 29 closed out, a net change of +21 holders.
  • The largest The RMR Group buyer in Q2 2019 was Citigroup, an estimated $153M added.
  • The largest The RMR Group seller in Q2 2019 was DZ Bank, an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2019.