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The RMR Group
RMR

213 hedge funds and large institutions have $581M invested in The RMR Group in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

4% more funds holding

Funds holding: 205 → 213 (+8)

9% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 55

3% less capital invested

Capital invested by funds: $597M → $581M (-$16.3M)

2.98% less ownership

Funds ownership: 86.11% → 83.13% (-3%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
213
Holders Change
+8
Holders Change %
+3.9%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
36
Increased
60
Reduced
55
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11M
2
BlackRock
BlackRock
New York
+$10.4M
3
Morgan Stanley
Morgan Stanley
New York
+$6.57M
4
Man Group
Man Group
United Kingdom
+$6.23M
5
Deutsche Bank
Deutsche Bank
Germany
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$25M
2
ICM
Indaba Capital Management
California
-$22.7M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$17.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.79M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
201
Truvestments Capital
Florida
– -$3K -59 Closed
HCM
202
Hilton Capital Management
New York
– -$2K -33 Closed
S
203
SignatureFD
Georgia
– -$464 -10 -77%
CFGS
204
Concourse Financial Group Securities
Alabama
– +$93 +2 +40%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
– +$93 +2 +50%
RWB
206
RMR Wealth Builders
New Jersey
– +$139 +3 New
TFA
207
Tobias Financial Advisors
Florida
– +$139 +3 New
AIM
208
Aigen Investment Management
New York
– +$325 +7 New
5 6 7 8
9

RMR Hedge Fund Activity: Q4 2019 in Review

213 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q4 2019, worth a combined $581M — down 2.7% from $597M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RMR positions and 26 closed out — a net gain of 10 holders — while 60 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11M. The largest seller was Zimmer Partners, cutting an estimated $25M.

  • 213 institutional investors held The RMR Group (RMR) as of Q4 2019, up from 205 in Q3 2019.
  • Funds reported $581M of The RMR Group stock for Q4 2019, down 2.7% quarter-over-quarter.
  • 36 funds opened new The RMR Group positions in Q4 2019 and 26 closed out, a net change of +10 holders.
  • The largest The RMR Group buyer in Q4 2019 was Fidelity Investments, an estimated $11M added.
  • The largest The RMR Group seller in Q4 2019 was Zimmer Partners, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2019.