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Alarm.com

195 hedge funds and large institutions have $1.65B invested in Alarm.com in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

4.64% more ownership

Funds ownership: 87.94%92.58% (+4.6%)

3% more funds holding

Funds holding: 190195 (+5)

5% more capital invested

Capital invested by funds: $1.57B → $1.65B (+$77.6M)

11% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $15.5M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
4.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
50
Increased
70
Reduced
45
Closed
42
Calls
$13.8M
Puts
$15.5M
Net Calls
-$1.64M
Net Calls Change
+$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$14.5K +$14.4K +383 New
WA
177
WealthTrust-Arizona
Arizona
$14K -$905 -24 -6%
Group One Trading
178
Group One Trading
Illinois
$13K -$379K -10,058 -97%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$11K +$3.73K +99 +51%
FHA
180
First Horizon Advisors
Tennessee
$10K
ASN
181
Advisory Services Network
Georgia
$9K -$11.3K -299 -57%
SIAP
182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$8K +$7.81K +207 New
CIM
184
Contravisory Investment Management
Massachusetts
$5K
GT
185
Glenmede Trust
Pennsylvania
$5K
RCAG
186
Rehmann Capital Advisory Group
Michigan
$5K +$4.53K +120 New
CFA
187
Carroll Financial Associates
North Carolina
$4K
PWM
188
Perigon Wealth Management
California
$4K
JA
189
JOYN Advisors
Georgia
$4K +$4.15K +110 New
RFM
190
Royal Fund Management
Florida
$4K +$4.22K +112 New
VFA
191
Valeo Financial Advisors
Indiana
$1K
FGC
192
Financial Gravity Companies
Texas
$1K +$75 +2 +10%
FGAM
193
Financial Gravity Asset Management
Texas
$1K +$830 +22 New
Lord, Abbett & Co
194
Lord, Abbett & Co
New Jersey
-$12.6M -334,805 Closed
ORI
195
Oak Ridge Investments
Illinois
-$10M -265,621 Closed
PAMU
196
Pictet Asset Management (UK)
United Kingdom
-$8.72M -231,000 Closed
HCM
197
Highbridge Capital Management
New York
-$6.46M -171,223 Closed
SIMG
198
Stephens Investment Management Group
Texas
-$4.62M -122,397 Closed
HLA
199
Hamilton Lane Advisors
Pennsylvania
-$4.41M -116,775 Closed
American Century Companies
200
American Century Companies
Missouri
-$3.09M -81,893 Closed