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Ooma
OOMA

71 hedge funds and large institutions have $167M invested in Ooma in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

24% more call options, than puts

Call options by funds: $531K | Put options by funds: $428K

15% more capital invested

Capital invested by funds: $145M → $167M (+$21.7M)

1% more funds holding

Funds holding: 70 → 71 (+1)

0.99% less ownership

Funds ownership: 74.31% → 73.33% (-0.99%)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
5
Increased
34
Reduced
19
Closed
4
Calls
$531K
Puts
$428K
Net Calls
+$103K
Net Calls Change
+$200K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.55M
2
WCM
Woodson Capital Management
Connecticut
+$969K
3
Renaissance Technologies
Renaissance Technologies
New York
+$806K
4
EI
EAM Investors
California
+$621K
5
Millennium Management
Millennium Management
New York
+$575K

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$1.95M
2
Ameriprise
Ameriprise
Minnesota
-$1.84M
3
BRF
B. Riley Financial
California
-$1.06M
4
SCM
Sterling Capital Management
North Carolina
-$725K
5
CS
Credit Suisse
Switzerland
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
26
EAM Investors
California
$698K +$621K +58,401 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$666K +$8.08K +760 +1%
WVP
28
Worth Venture Partners
New Jersey
$620K -$147K -13,844 -21%
MC
29
Menta Capital
California
$576K +$82.4K +7,749 +19%
Deutsche Bank
30
Deutsche Bank
Germany
$533K +$125K +11,791 +36%
PPA
31
Parametric Portfolio Associates
Washington
$469K +$18.1K +1,705 +5%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$458K +$44.7K +4,200 +12%
Morgan Stanley
33
Morgan Stanley
New York
$456K -$121K -11,412 -23%
American Century Companies
34
American Century Companies
Missouri
$386K -$266K -24,968 -44%
Wells Fargo
35
Wells Fargo
California
$380K +$39.6K +3,723 +13%
AQR Capital Management
36
AQR Capital Management
Connecticut
$374K +$36.3K +3,411 +12%
TA
37
Teachers Advisors
New York
$370K – – –
PP
38
PDT Partners
New York
$366K -$221K -20,780 -40%
Charles Schwab
39
Charles Schwab
California
$343K – – –
GCP
40
GSA Capital Partners
United Kingdom
$320K -$13.8K -1,300 -5%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$319K +$2.74K +258 +1%
Two Sigma Investments
42
Two Sigma Investments
New York
$316K -$70.7K -6,643 -20%
CSS
43
Cubist Systematic Strategies
Connecticut
$316K +$7.67K +721 +3%
PAM
44
Panagora Asset Management
Massachusetts
$302K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$282K +$222K +20,882 +778%
Simplex Trading
46
Simplex Trading
Illinois
$253K +$117K +10,984 +108%
NI
47
Numeric Investors
Massachusetts
$251K +$83K +7,800 +59%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$244K – – –
PCMI
49
Paradigm Capital Management Inc
New York
$239K – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$215K – – –
1
2
3

OOMA Hedge Fund Activity: Q4 2017 in Review

71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2017, worth a combined $167M — up 15% from $145M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OOMA positions and 4 closed out — a net gain of 1 holder — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $3.55M. The largest seller was Boston Partners, cutting an estimated $1.95M.

  • 71 institutional investors held Ooma (OOMA) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $167M of Ooma stock for Q4 2017, up 15% quarter-over-quarter.
  • 5 funds opened new Ooma positions in Q4 2017 and 4 closed out, a net change of +1 holder.
  • The largest Ooma buyer in Q4 2017 was Russell Investments Group, an estimated $3.55M added.
  • The largest Ooma seller in Q4 2017 was Boston Partners, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2017.