We are live on ! Find out more
RMR icon

The RMR Group

175 hedge funds and large institutions have $238M invested in The RMR Group in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $179M → $238M (+$58.5M)

5% more funds holding

Funds holding: 167175 (+8)

1.52% more ownership

Funds ownership: 30.32%31.84% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

19% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 48

Holders
175
Holders Change
+8
Holders Change %
+4.79%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
39
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.3M +$2.17M +45,603 +9%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$26.9M +$1.91M +40,094 +8%
BlackRock
3
BlackRock
New York
$23.6M +$22.6M +476,441 +76,598%
GC
4
Gobi Capital
California
$20.8M -$187K -3,928 -0.9%
HRCM
5
Hawk Ridge Capital Management
California
$10.2M -$1.12M -23,612 -10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.05M +$1.43M +29,980 +27%
State Street
7
State Street
Massachusetts
$6.96M +$508K +10,696 +8%
Morgan Stanley
8
Morgan Stanley
New York
$6.54M -$477K -10,042 -7%
ECM
9
Engine Capital Management
New York
$5.62M -$7.29M -153,299 -57%
Northern Trust
10
Northern Trust
Illinois
$5.25M -$258K -5,422 -5%
AL
11
AJO LP
Pennsylvania
$5.1M +$872K +18,354 +22%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.82M +$746K +15,686 +19%
TCIM
13
TIAA CREF Investment Management
New York
$4.65M +$1.44M +30,388 +48%
RA
14
Royce & Associates
New York
$3.68M
MCM
15
McKinley Capital Management
Alaska
$3.37M +$3.23M +68,006 New
PAM
16
Panagora Asset Management
Massachusetts
$3.32M +$107K +2,253 +3%
Prudential Financial
17
Prudential Financial
New Jersey
$3.07M +$2.29M +48,260 +349%
SIM
18
Spark Investment Management
New York
$3.06M -$707K -14,884 -19%
Allianz Asset Management
19
Allianz Asset Management
Germany
$3.03M +$2.91M +61,215 New
Russell Investments Group
20
Russell Investments Group
United Kingdom
$2.97M +$1.52M +32,007 +114%
CCMH
21
Cornerstone Capital Management Holdings
New York
$2.67M +$453K +9,538 +21%
SCM
22
Sterling Capital Management
North Carolina
$2.66M +$197K +4,150 +8%
SCP
23
Seizert Capital Partners
Michigan
$2.58M +$2.48M +52,133 New
PPA
24
Parametric Portfolio Associates
Washington
$2.05M -$13.9K -293 -0.7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.95M +$621K +13,074 +50%

RMR Hedge Fund Activity: Q1 2017 in Review

175 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in The RMR Group (RMR) for Q1 2017, worth a combined $238M — up 33% from $179M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new RMR positions and 20 closed out — a net gain of 14 holders — while 39 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $22.6M. The largest seller was Engine Capital Management, cutting an estimated $7.29M.

  • 175 institutional investors held The RMR Group (RMR) as of Q1 2017, up from 167 in Q4 2016.
  • Funds reported $238M of The RMR Group stock for Q1 2017, up 33% quarter-over-quarter.
  • 34 funds opened new The RMR Group positions in Q1 2017 and 20 closed out, a net change of +14 holders.
  • The largest The RMR Group buyer in Q1 2017 was BlackRock, an estimated $22.6M added.
  • The largest The RMR Group seller in Q1 2017 was Engine Capital Management, an estimated $7.29M sold.

Based on aggregated 13F filings for Q1 2017.