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64 hedge funds and large institutions have $157M invested in Ooma in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

2.62% more ownership

Funds ownership: 73.33%75.95% (+2.6%)

6% less capital invested

Capital invested by funds: $167M → $157M (-$9.34M)

10% less funds holding

Funds holding: 7164 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $109K

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
6
Increased
30
Reduced
13
Closed
12
Calls
Puts
$109K
Net Calls
-$109K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
EI
26
EAM Investors
California
$621K -$15.3K -1,385 -2%
MC
27
Menta Capital
California
$619K +$95K +8,577 +18%
AIM
28
Alambic Investment Management
California
$523K +$531K +47,948 New
Deutsche Bank
29
Deutsche Bank
Germany
$521K +$35.5K +3,205 +7%
Millennium Management
30
Millennium Management
New York
$488K -$514K -46,377 -51%
Morgan Stanley
31
Morgan Stanley
New York
$448K +$32.3K +2,920 +8%
PPA
32
Parametric Portfolio Associates
Washington
$442K +$15.3K +1,378 +4%
American Century Companies
33
American Century Companies
Missouri
$425K +$74.8K +6,749 +21%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$418K
Charles Schwab
35
Charles Schwab
California
$405K +$93.1K +8,400 +29%
Wells Fargo
36
Wells Fargo
California
$374K +$26.8K +2,417 +8%
Goldman Sachs
37
Goldman Sachs
New York
$348K +$190K +17,110 +115%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$343K +$348K +31,454 New
TA
39
Teachers Advisors
New York
$338K
Bank of America
40
Bank of America
North Carolina
$337K +$176K +15,910 +106%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$291K
Wellington Management Group
42
Wellington Management Group
Massachusetts
$286K +$291K +26,253 New
CSS
43
Cubist Systematic Strategies
Connecticut
$280K -$7.64K -690 -3%
PAM
44
Panagora Asset Management
Massachusetts
$275K
PP
45
PDT Partners
New York
$259K -$75.6K -6,820 -22%
Man Group
46
Man Group
United Kingdom
$229K +$233K +21,000 New
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$222K
PCMI
48
Paradigm Capital Management Inc
New York
$218K
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$196K
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K -$4.64K -419 -3%

OOMA Hedge Fund Activity: Q1 2018 in Review

64 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2018, worth a combined $157M — down 5.6% from $167M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OOMA and 6 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 30 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.55M. The largest seller was Emancipation Management, exiting entirely with an estimated $1.71M sold.

  • 64 institutional investors held Ooma (OOMA) as of Q1 2018, down from 71 in Q4 2017.
  • Funds reported $157M of Ooma stock for Q1 2018, down 5.6% quarter-over-quarter.
  • 6 funds opened new Ooma positions in Q1 2018 and 12 closed out, a net change of -6 holders.
  • The largest Ooma buyer in Q1 2018 was JP Morgan Chase, an estimated $2.55M added.
  • The largest Ooma seller in Q1 2018 was Emancipation Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2018.