We are live on ! Find out more
ALRM icon

Alarm.com
ALRM

249 hedge funds and large institutions have $2.8B invested in Alarm.com in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

84% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $1.24M

20% more capital invested

Capital invested by funds: $2.33B → $2.8B (+$470M)

0.82% more ownership

Funds ownership: 90.31% → 91.13% (+0.82%)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

1% less funds holding

Funds holding: 252 → 249 (-3)

16% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 99

Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
83
Reduced
99
Closed
35
Calls
$2.29M
Puts
$1.24M
Net Calls
+$1.05M
Net Calls Change
+$694K

Top Buyers

1
VH
ValueAct Holdings
California
+$33.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.6M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$13.2M
4
EAM
Evanson Asset Management
California
+$7.85M
5
RBA
Richard Bernstein Advisors
New York
+$5.02M

Top Sellers

1
BlackRock
BlackRock
New York
-$9.49M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.84M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.91M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.56M
5
ECM
ExodusPoint Capital Management
New York
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
226
Iron Horse Wealth Management
Iowa
$6.54K +$6.05K +107 New
IPW
227
Impact Partnership Wealth
Georgia
$6.11K – – –
BFEC
228
Benjamin F. Edwards & Company
Missouri
$6K +$5.65K +100 New
HNB
229
Huntington National Bank
Ohio
$5.14K -$565 -10 -11%
PVH
230
Psagot Value Holdings
Israel
$5K +$2.37K +42 +88%
Simplex Trading
231
Simplex Trading
Illinois
$4K +$1.3K +23 +47%
CTWM
232
Cherry Tree Wealth Management
Minnesota
$3.85K – – –
BF
233
BOK Financial
Oklahoma
$3.27K +$3.62K +64 New
CTC
234
Central Trust Company
Missouri
$2.81K +$2.6K +46 New
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$2.32K – – –
AF
236
Allworth Financial
California
$2.14K +$1.36K +24 +218%
Bessemer Group
237
Bessemer Group
New Jersey
$2K – – –
VCM
238
Versant Capital Management
Arizona
$1.71K – – –
JWA
239
JFS Wealth Advisors
Pennsylvania
$1.47K +$283 +5 +26%
AWA
240
Authentikos Wealth Advisory
California
$1.22K +$1.13K +20 New
Group One Trading
241
Group One Trading
Illinois
$1.22K +$1.13K +20 New
SFG
242
Steward Financial Group
Texas
$1K +$1.24K +22 New
BWM
243
Baystate Wealth Management
Massachusetts
$673 – – –
AF
244
Advisornet Financial
Minnesota
$489 +$170 +3 +60%
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$475 -$2.37K -42 -84%
ECM
246
Everence Capital Management
Indiana
$448 – – –
SIC
247
SJS Investment Consulting
Ohio
$428 +$57 +1 +17%
CWC
248
Carolinas Wealth Consulting
North Carolina
$195 +$226 +4 New
HWA
249
HHM Wealth Advisors
Tennessee
$184 +$170 +3 New
ECM
250
ExodusPoint Capital Management
New York
– -$3.28M -63,521 Closed
8 9
10
11 12

ALRM Hedge Fund Activity: Q3 2023 in Review

249 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alarm.com (ALRM) for Q3 2023, worth a combined $2.8B — up 20% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of ALRM and 34 opened new positions — a net loss of 1 holder — while 99 trimmed existing stakes and 83 added.

The largest buyer was ValueAct Holdings, opening a new position worth an estimated $33.1M. The largest seller was BlackRock, cutting an estimated $9.49M.

  • 249 institutional investors held Alarm.com (ALRM) as of Q3 2023, down from 252 in Q2 2023.
  • Funds reported $2.8B of Alarm.com stock for Q3 2023, up 20% quarter-over-quarter.
  • 34 funds opened new Alarm.com positions in Q3 2023 and 35 closed out, a net change of -1 holder.
  • The largest Alarm.com buyer in Q3 2023 was ValueAct Holdings, an estimated $33.1M added.
  • The largest Alarm.com seller in Q3 2023 was BlackRock, an estimated $9.49M sold.

Based on aggregated 13F filings for Q3 2023.