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Alarm.com
ALRM

Overview Fund Activity

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
Holders
249
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
3.97%
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
1
ValueAct Holdings
California
$35.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$19.1M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$14.3M
4
EAM
4
Evanson Asset Management
California
$11.9M
5
RBA
5
Richard Bernstein Advisors
New York
$5.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$515M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.54M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$4.38M
4
Goldman Sachs
4
Goldman Sachs
New York
$28.2M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$95K +$123 +2 +0.1%
NIMI
202
Natixis Investment Managers International
France
$89.7K -$5.87K -96 -6%
Lazard Asset Management
203
Lazard Asset Management
New York
$86K -$4.26K -70 -5%
KBC Group
204
KBC Group
Belgium
$80K -$147K -2,387 -65%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$79.8K – – –
PPC
206
Park Place Capital
Alabama
$71.8K – – –
SSB
207
Sandy Spring Bank
Maryland
$61.1K – – –
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$55K -$6.3K -103 -10%
SPIA
209
Steward Partners Investment Advisory
New York
$51.1K -$122 -2 -0.2%
WTA
210
Washington Trust Advisors
Massachusetts
$46.8K – – –
CFGS
211
Concourse Financial Group Securities
Alabama
$39.9K -$7.03K -115 -15%
FHA
212
First Horizon Advisors
Tennessee
$36.7K – – –
S
213
SignatureFD
Georgia
$30.6K +$25.3K +413 +475%
OA
214
Operose Advisors
Wisconsin
$26.1K +$26.1K +427 New
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K +$872 +14 +6%
PA
216
Parallel Advisors
California
$12.7K +$9.97K +163 +370%
PP
217
Paloma Partners
Connecticut
$11.9K +$11.9K +194 New
VWM
218
Venturi Wealth Management
Texas
$10.7K – – –
FAM
219
Flaharty Asset Management
Florida
$10.1K +$10.1K +165 New
LC
220
Lindbrook Capital
California
$8.62K -$734 -12 -8%
CAS
221
Coppell Advisory Solutions
Texas
$8.41K – – –
GWM
222
Geneos Wealth Management
Colorado
$8.25K +$8.25K +135 New
Mitsubishi UFJ Asset Management
223
Mitsubishi UFJ Asset Management
Japan
$8.13K +$8.13K +133 New
SWM
224
Spire Wealth Management
Virginia
$6.79K – – –
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$6.73K +$3.24K +53 +93%
7 8
9
10 11