Ooma
OOMA
39 hedge funds and large institutions have $39.9M invested in Ooma in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 0 closing their positions.
133% more call options, than puts
Call options by funds: $333K | Put options by funds: $143K
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
23% more capital invested
Capital invested by funds: $32.4M → $39.9M (+$7.55M)
11% more funds holding
Funds holding: 35 → 39 (+4)
2.3% more ownership
Funds ownership: 22.98% → 25.28% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$1.82M |
| 2 |
Renaissance Technologies
New York
|
+$1.33M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$1.07M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$718K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$562K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
-$1.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$439K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$131K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$45K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$18.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northern Trust
Chicago,
Illinois
| $99K | – | – | – |
|
27
Citigroup
New York
| $90K | +$2.88K | +333 | +3% |
|
28
UBS Group
Zurich,
Switzerland
| $37K | -$917 | -106 | -3% |
|
29
Wells Fargo
San Francisco,
California
| $29K | +$10.4K | +1,200 | +60% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $26K | – | – | – |
|
|
BA
31
BlackRock Advisors
Wilmington,
Delaware
| $23K | +$20.1K | +2,329 | +1,266% |
|
|
BIM
32
BlackRock Investment Management
Wilmington,
Delaware
| $15K | – | – | – |
|
|
BJ
33
BlackRock Japan
Tokyo,
Japan
| $15K | +$13.9K | +1,611 | New |
|
34
Creative Planning
Overland Park,
Kansas
| $9K | – | – | – |
|
|
TDC
35
Thompson Davis & Co
Richmond,
Virginia
| $9K | +$8.65K | +1,000 | New |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
37
Barclays
London,
United Kingdom
| $1K | +$553 | +64 | +640% |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| $1K | +$553 | +64 | New |
|
39
Group One Trading
Chicago,
Illinois
| – | -$8.22K | -950 | -95% |
|
OOMA Hedge Fund Activity: Q3 2016 in Review
39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2016, worth a combined $39.9M — up 23% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OOMA positions and 0 closed out — a net gain of 5 holders — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Park West Asset Management, adding an estimated $1.82M. The largest seller was J. Goldman & Co, cutting an estimated $1.7M.
- 39 institutional investors held Ooma (OOMA) as of Q3 2016, up from 35 in Q2 2016.
- Funds reported $39.9M of Ooma stock for Q3 2016, up 23% quarter-over-quarter.
- 5 funds opened new Ooma positions in Q3 2016 and 0 closed out, a net change of +5 holders.
- The largest Ooma buyer in Q3 2016 was Park West Asset Management, an estimated $1.82M added.
- The largest Ooma seller in Q3 2016 was J. Goldman & Co, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2016.