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Alarm.com

236 hedge funds and large institutions have $2.15B invested in Alarm.com in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1.53% more ownership

Funds ownership: 101.49%103.01% (+1.5%)

6% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 35

2% less funds holding

Funds holding: 241236 (-5)

6% less capital invested

Capital invested by funds: $2.3B → $2.15B (-$145M)

67% less call options, than puts

Call options by funds: $2.72M | Put options by funds: $8.34M

Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
93
Reduced
66
Closed
35
Calls
$2.72M
Puts
$8.34M
Net Calls
-$5.61M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$13.2M -$3.7M -82,039 -21%
SCA
27
Summit Creek Advisors
Minnesota
$13.2M -$78.5K -1,740 -0.6%
EA
28
Emerald Advisers
Pennsylvania
$12.8M -$49.1K -1,090 -0.4%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.5M
Principal Financial Group
30
Principal Financial Group
Iowa
$12.4M -$1.47M -32,709 -10%
Goldman Sachs
31
Goldman Sachs
New York
$11.5M +$2.62M +58,016 +28%
CF
32
Centaurus Financial
California
$11M +$985K +21,840 +9%
Charles Schwab
33
Charles Schwab
California
$10.3M +$255K +5,655 +2%
Ameriprise
34
Ameriprise
Minnesota
$9.43M +$138K +3,066 +1%
Invesco
35
Invesco
Georgia
$9.2M -$16.4M -363,599 -63%
MFAM
36
Motley Fool Asset Management
Virginia
$8.92M +$2.62M +58,167 +39%
ACM
37
American Capital Management
New York
$8.59M +$950K +21,075 +12%
Citadel Advisors
38
Citadel Advisors
Florida
$8.55M +$6.57M +145,750 +274%
MCM
39
Matarin Capital Management
New York
$8.28M -$3.01M -66,669 -26%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.86M -$9.66M -214,195 -57%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$6.68M +$1.86M +41,160 +36%
EAM
42
Evanson Asset Management
California
$6.45M -$180K -4,000 -3%
RMC
43
Regis Management Company
California
$6.14M
Marshall Wace
44
Marshall Wace
United Kingdom
$5.53M +$5.61M +124,514 +2,963%
Brown Advisory
45
Brown Advisory
Maryland
$5.51M +$169K +3,750 +3%
HI
46
Handelsinvest Investeringsforvaltning
Denmark
$5.37M +$2.03M +45,000 +56%
William Blair & Company
47
William Blair & Company
Illinois
$5.19M -$1.74M -38,530 -24%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.92M +$336K +7,462 +7%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$4.84M +$1.53M +33,853 +43%
Wells Fargo
50
Wells Fargo
California
$4.82M -$1.32M -29,272 -21%

ALRM Hedge Fund Activity: Q4 2019 in Review

236 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alarm.com (ALRM) for Q4 2019, worth a combined $2.15B — down 6.3% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ALRM positions and 35 closed out — a net gain of 2 holders — while 93 added to existing stakes and 66 trimmed.

The largest buyer was Raging Capital Management, opening a new position worth an estimated $34.9M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $32.1M sold.

  • 236 institutional investors held Alarm.com (ALRM) as of Q4 2019, down from 241 in Q3 2019.
  • Funds reported $2.15B of Alarm.com stock for Q4 2019, down 6.3% quarter-over-quarter.
  • 37 funds opened new Alarm.com positions in Q4 2019 and 35 closed out, a net change of +2 holders.
  • The largest Alarm.com buyer in Q4 2019 was Raging Capital Management, an estimated $34.9M added.
  • The largest Alarm.com seller in Q4 2019 was Eagle Asset Management, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2019.