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Ooma
OOMA

72 hedge funds and large institutions have $107M invested in Ooma in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

11% more funds holding

Funds holding: 65 → 72 (+7)

5.69% more ownership

Funds ownership: 67.53% → 73.22% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less capital invested

Capital invested by funds: $121M → $107M (-$14.3M)

28% less call options, than puts

Call options by funds: $156K | Put options by funds: $216K

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
24
Reduced
18
Closed
19
Calls
$156K
Puts
$216K
Net Calls
-$60K
Net Calls Change
-$87K

Top Buyers

Rank Fund Capital Flow
1
TM
Tiger Management
New York
+$12.5M
2
BlackRock
BlackRock
New York
+$6.12M
3
HM
HCSF Management
California
+$3.74M
4
WCM
Woodson Capital Management
Connecticut
+$2.63M
5
AIC
AWM Investment Company
New York
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
-$6.97M
2
GGHC
Gilder Gagnon Howe & Co
New York
-$3.51M
3
WA
Wasatch Advisors
Utah
-$2.95M
4
GIP
Granite Investment Partners
California
-$1.7M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
WVP
26
Worth Venture Partners
New Jersey
$657K -$142K -13,900 -14%
BCM
27
Bridgeway Capital Management
Texas
$582K – – –
Morgan Stanley
28
Morgan Stanley
New York
$540K -$421K -41,285 -38%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$487K +$251K +24,577 +68%
American Century Companies
30
American Century Companies
Missouri
$458K +$583K +57,228 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$441K +$366K +35,894 +187%
PP
32
PDT Partners
New York
$421K +$536K +52,600 New
TCIM
33
TIAA CREF Investment Management
New York
$374K +$477K +46,811 New
SCM
34
Sterling Capital Management
North Carolina
$333K -$86.6K -8,491 -17%
Two Sigma Investments
35
Two Sigma Investments
New York
$277K -$1.64M -160,827 -82%
Goldman Sachs
36
Goldman Sachs
New York
$276K -$4.19K -411 -1%
ARTA
37
A.R.T. Advisors
New York
$249K +$318K +31,200 New
TA
38
Teachers Advisors
New York
$248K +$316K +30,966 New
GCP
39
GSA Capital Partners
United Kingdom
$245K +$77.5K +7,600 +33%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$240K +$306K +30,000 New
Charles Schwab
41
Charles Schwab
California
$230K +$293K +28,700 New
EMG
42
Ellington Management Group
Connecticut
$198K +$122K +12,000 +94%
Citigroup
43
Citigroup
New York
$197K -$12.8K -1,252 -5%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$195K +$249K +24,378 New
PPA
45
Parametric Portfolio Associates
Washington
$193K +$119K +11,676 +94%
CSS
46
Cubist Systematic Strategies
Connecticut
$186K +$237K +23,280 New
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$163K +$208K +20,389 New
PCMI
48
Paradigm Capital Management Inc
New York
$160K – – –
MC
49
Menta Capital
California
$155K +$72.6K +7,123 +58%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$144K +$183K +18,000 New
1
2
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OOMA Hedge Fund Activity: Q2 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2017, worth a combined $107M — down 12% from $121M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 19 closed out — a net gain of 7 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Tiger Management, opening a new position worth an estimated $12.5M. The largest seller was Park West Asset Management, exiting entirely with an estimated $6.97M sold.

  • 72 institutional investors held Ooma (OOMA) as of Q2 2017, up from 65 in Q1 2017.
  • Funds reported $107M of Ooma stock for Q2 2017, down 12% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2017 and 19 closed out, a net change of +7 holders.
  • The largest Ooma buyer in Q2 2017 was Tiger Management, an estimated $12.5M added.
  • The largest Ooma seller in Q2 2017 was Park West Asset Management, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2017.