We are live on ! Find out more
OOMA icon

Ooma
OOMA

47 hedge funds and large institutions have $47.2M invested in Ooma in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

21% more funds holding

Funds holding: 39 → 47 (+8)

18% more capital invested

Capital invested by funds: $39.9M → $47.2M (+$7.23M)

4.02% more ownership

Funds ownership: 25.28% → 29.3% (+4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
14
Reduced
11
Closed
6
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$408K

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$1M
2
PCM
Perkins Capital Management
Minnesota
+$986K
3
Renaissance Technologies
Renaissance Technologies
New York
+$862K
4
RA
Royce & Associates
New York
+$857K
5
BIT
BlackRock Institutional Trust
California
+$464K

Top Sellers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
-$4.5M
2
JGC
J. Goldman & Co
New York
-$955K
3
Bank of America
Bank of America
North Carolina
-$412K
4
Citadel Advisors
Citadel Advisors
Florida
-$335K
5
WSA
Wall Street Associates
California
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
26
BlackRock Group
United Kingdom
$188K +$59.5K +6,660 +47%
Wolverine Trading
27
Wolverine Trading
Illinois
$153K +$152K +17,021 New
SIM
28
Spark Investment Management
New York
$133K -$59.8K -6,700 -31%
PPA
29
Parametric Portfolio Associates
Washington
$124K +$123K +13,770 New
OAM
30
Oxford Asset Management
United Kingdom
$118K +$117K +13,062 New
DTL
31
Dynamic Technology Lab
Singapore
$113K +$112K +12,570 New
Northern Trust
32
Northern Trust
Illinois
$98K – – –
ARTA
33
A.R.T. Advisors
New York
$97K +$96.4K +10,800 New
Millennium Management
34
Millennium Management
New York
$95K +$94.3K +10,556 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$92K +$91.5K +10,246 New
BA
36
BlackRock Advisors
Delaware
$87K +$64.1K +7,176 +286%
BJ
37
BlackRock Japan
Japan
$25K +$10.5K +1,174 +73%
UBS Group
38
UBS Group
Switzerland
$22K -$14.8K -1,656 -40%
IA
39
IFP Advisors
Florida
$17K -$8.93K -1,000 -34%
BIM
40
BlackRock Investment Management
Delaware
$15K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$15K +$14.5K +1,621 +2,533%
Creative Planning
42
Creative Planning
Kansas
$9K – – –
PA
43
Parallel Advisors
California
$8K +$8.2K +918 New
Wells Fargo
44
Wells Fargo
California
$4K -$24.8K -2,775 -87%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$3K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1.01K +113 New
Simplex Trading
47
Simplex Trading
Illinois
$1K +$1.04K +116 New
JGC
48
J. Goldman & Co
New York
– -$955K -105,153 Closed
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
– -$167K -18,427 Closed
Asset Management One
50
Asset Management One
Japan
– -$157K -17,300 Closed
1
2
3

OOMA Hedge Fund Activity: Q4 2016 in Review

47 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2016, worth a combined $47.2M — up 18% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OOMA positions and 6 closed out — a net gain of 9 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Boston Partners, adding an estimated $1M. The largest seller was Park West Asset Management, cutting an estimated $4.5M.

  • 47 institutional investors held Ooma (OOMA) as of Q4 2016, up from 39 in Q3 2016.
  • Funds reported $47.2M of Ooma stock for Q4 2016, up 18% quarter-over-quarter.
  • 15 funds opened new Ooma positions in Q4 2016 and 6 closed out, a net change of +9 holders.
  • The largest Ooma buyer in Q4 2016 was Boston Partners, an estimated $1M added.
  • The largest Ooma seller in Q4 2016 was Park West Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2016.