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75 hedge funds and large institutions have $207M invested in Ooma in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $157M → $207M (+$49.6M)

17% more funds holding

Funds holding: 6475 (+11)

1.39% less ownership

Funds ownership: 75.95%74.56% (-1.4%)

40% less call options, than puts

Call options by funds: $632K | Put options by funds: $1.06M

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
36
Reduced
18
Closed
3
Calls
$632K
Puts
$1.06M
Net Calls
-$427K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$960K +$433K +36,966 +120%
AIM
27
Alambic Investment Management
California
$938K +$215K +18,320 +38%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$866K +$410K +34,949 +133%
MC
29
Menta Capital
California
$864K +$50.6K +4,320 +8%
PCM
30
Perkins Capital Management
Minnesota
$826K +$685K +58,400 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$824K +$8.66K +739 +1%
SO
32
STRS Ohio
Ohio
$788K +$596K +50,800 +1,037%
EI
33
EAM Investors
California
$786K -$17.4K -1,486 -3%
Morgan Stanley
34
Morgan Stanley
New York
$638K +$47.2K +4,030 +10%
Charles Schwab
35
Charles Schwab
California
$598K +$60.5K +5,157 +14%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$577K +$28.3K +2,418 +6%
American Century Companies
37
American Century Companies
Missouri
$566K +$11.9K +1,013 +3%
Deutsche Bank
38
Deutsche Bank
Germany
$538K -$117K -10,012 -21%
Wells Fargo
39
Wells Fargo
California
$498K +$10.5K +893 +3%
BRF
40
B. Riley Financial
California
$471K -$787K -67,134 -67%
TA
41
Teachers Advisors
New York
$438K
PPA
42
Parametric Portfolio Associates
Washington
$411K -$136K -11,565 -28%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$396K +$14.6K +1,243 +5%
PAM
44
Panagora Asset Management
Massachusetts
$358K
CSS
45
Cubist Systematic Strategies
Connecticut
$347K -$14.1K -1,200 -5%
Man Group
46
Man Group
United Kingdom
$341K +$36.3K +3,100 +15%
Citadel Advisors
47
Citadel Advisors
Florida
$309K +$256K +21,814 New
PP
48
PDT Partners
New York
$291K -$37.5K -3,200 -13%
Two Sigma Investments
49
Two Sigma Investments
New York
$291K +$241K +20,561 New
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$289K

OOMA Hedge Fund Activity: Q2 2018 in Review

75 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2018, worth a combined $207M — up 32% from $157M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OOMA positions and 3 closed out — a net gain of 11 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $4.4M. The largest seller was Kavi Asset Management, exiting entirely with an estimated $4.88M sold.

  • 75 institutional investors held Ooma (OOMA) as of Q2 2018, up from 64 in Q1 2018.
  • Funds reported $207M of Ooma stock for Q2 2018, up 32% quarter-over-quarter.
  • 14 funds opened new Ooma positions in Q2 2018 and 3 closed out, a net change of +11 holders.
  • The largest Ooma buyer in Q2 2018 was BlackRock, an estimated $4.4M added.
  • The largest Ooma seller in Q2 2018 was Kavi Asset Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q2 2018.