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Ooma
OOMA

83 hedge funds and large institutions have $250M invested in Ooma in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

21% more capital invested

Capital invested by funds: $207M → $250M (+$42.8M)

11% more funds holding

Funds holding: 75 → 83 (+8)

2.14% more ownership

Funds ownership: 74.56% → 76.7% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

52% less call options, than puts

Call options by funds: $740K | Put options by funds: $1.55M

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
33
Reduced
27
Closed
8
Calls
$740K
Puts
$1.55M
Net Calls
-$812K
Net Calls Change
-$385K

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$5.63M
2
BlackRock
BlackRock
New York
+$5.44M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.69M
4
WCA
Whetstone Capital Advisors
Kansas
+$2.14M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.61M
2
Boston Partners
Boston Partners
Massachusetts
-$3.1M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.99M
4
TM
Tiger Management
New York
-$2.62M
5
BCM
Bridgeway Capital Management
Texas
-$921K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.46M +$100K +6,239 +8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.28M +$299K +18,652 +32%
TCIM
28
TIAA CREF Investment Management
New York
$1.26M -$685K -42,692 -36%
AIM
29
Alambic Investment Management
California
$1.19M +$90.9K +5,665 +9%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$1.04M +$351K +21,863 +54%
PCM
31
Perkins Capital Management
Minnesota
$968K -$1.6K -100 -0.2%
EI
32
EAM Investors
California
$924K +$2.6K +162 +0.3%
Millennium Management
33
Millennium Management
New York
$830K -$511K -31,867 -39%
OAM
34
Oxford Asset Management
United Kingdom
$771K -$582K -36,282 -44%
Deutsche Bank
35
Deutsche Bank
Germany
$751K +$116K +7,253 +19%
MC
36
Menta Capital
California
$747K -$258K -16,069 -26%
SO
37
STRS Ohio
Ohio
$703K -$213K -13,300 -24%
Wells Fargo
38
Wells Fargo
California
$683K +$95.5K +5,952 +17%
Charles Schwab
39
Charles Schwab
California
$658K -$42K -2,620 -6%
SIM
40
Spark Investment Management
New York
$622K +$602K +37,500 New
TA
41
Teachers Advisors
New York
$595K +$78.5K +4,894 +16%
American Century Companies
42
American Century Companies
Missouri
$571K -$90.3K -5,629 -14%
Man Group
43
Man Group
United Kingdom
$486K +$83.4K +5,200 +22%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$467K +$2.97K +185 +0.7%
PPA
45
Parametric Portfolio Associates
Washington
$440K -$40.1K -2,500 -9%
PAM
46
Panagora Asset Management
Massachusetts
$420K – – –
Invesco
47
Invesco
Georgia
$358K +$48.2K +3,007 +16%
MSE
48
MUFG Securities EMEA
United Kingdom
$354K +$342K +21,300 New
Citadel Advisors
49
Citadel Advisors
Florida
$353K -$9.9K -617 -3%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$338K – – –
1
2
3 4

OOMA Hedge Fund Activity: Q3 2018 in Review

83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q3 2018, worth a combined $250M — up 21% from $207M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OOMA positions and 8 closed out — a net gain of 8 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.63M. The largest seller was Ameriprise, cutting an estimated $3.61M.

  • 83 institutional investors held Ooma (OOMA) as of Q3 2018, up from 75 in Q2 2018.
  • Funds reported $250M of Ooma stock for Q3 2018, up 21% quarter-over-quarter.
  • 16 funds opened new Ooma positions in Q3 2018 and 8 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q3 2018 was Portolan Capital Management, an estimated $5.63M added.
  • The largest Ooma seller in Q3 2018 was Ameriprise, an estimated $3.61M sold.

Based on aggregated 13F filings for Q3 2018.