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Ooma
OOMA

82 hedge funds and large institutions have $216M invested in Ooma in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

0.56% more ownership

Funds ownership: 76.7% → 77.26% (+0.56%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 83 → 82 (-1)

14% less capital invested

Capital invested by funds: $250M → $216M (-$34M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

96% less call options, than puts

Call options by funds: $23K | Put options by funds: $604K

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.83%
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
36
Reduced
25
Closed
6
Calls
$23K
Puts
$604K
Net Calls
-$581K
Net Calls Change
+$231K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.27M
2
WCM
Woodson Capital Management
Connecticut
+$2.64M
3
Boston Partners
Boston Partners
Massachusetts
+$1.94M
4
PCM
Portolan Capital Management
Massachusetts
+$1.92M
5
FP
Foundry Partners
Minnesota
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
WCA
Whetstone Capital Advisors
Kansas
-$5.09M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.96M
3
BCM
Bridgeway Capital Management
Texas
-$945K
4
AG
Algert Global
California
-$912K
5
PCM
Perritt Capital Management
Illinois
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.18M +$117K +8,044 +10%
FA
27
Friess Associates
Delaware
$1.15M +$1.21M +83,020 New
Bank of America
28
Bank of America
North Carolina
$1.15M -$250K -17,196 -17%
TCIM
29
TIAA CREF Investment Management
New York
$808K -$255K -17,550 -23%
AG
30
Algert Global
California
$805K -$912K -62,763 -52%
PCM
31
Perkins Capital Management
Minnesota
$797K -$12.4K -850 -1%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$796K -$76.9K -5,293 -8%
EI
33
EAM Investors
California
$773K – – –
Morgan Stanley
34
Morgan Stanley
New York
$691K -$631K -43,439 -47%
Wells Fargo
35
Wells Fargo
California
$677K +$111K +7,645 +19%
MIM
36
Monashee Investment Management
Massachusetts
$621K +$650K +44,706 New
Charles Schwab
37
Charles Schwab
California
$594K +$45.7K +3,143 +8%
SO
38
STRS Ohio
Ohio
$588K – – –
American Century Companies
39
American Century Companies
Missouri
$552K +$78.1K +5,376 +16%
SIM
40
Spark Investment Management
New York
$520K – – –
TA
41
Teachers Advisors
New York
$498K – – –
HIM
42
Hillsdale Investment Management
Ontario, Canada
$480K +$503K +34,600 New
MC
43
Menta Capital
California
$476K -$156K -10,735 -24%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$414K +$237K +16,334 +122%
Man Group
45
Man Group
United Kingdom
$404K -$2.91K -200 -0.7%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$403K +$13.3K +916 +3%
AQR Capital Management
47
AQR Capital Management
Connecticut
$381K +$252K +17,370 +172%
Millennium Management
48
Millennium Management
New York
$349K -$361K -24,852 -50%
Deutsche Bank
49
Deutsche Bank
Germany
$337K -$303K -20,811 -46%
PAM
50
Panagora Asset Management
Massachusetts
$336K -$15.9K -1,097 -4%
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OOMA Hedge Fund Activity: Q4 2018 in Review

82 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2018, worth a combined $216M — down 14% from $250M a quarter earlier.

Fund positioning in OOMA was balanced in Q4 2018: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 25 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $4.27M. The largest seller was Whetstone Capital Advisors, exiting entirely with an estimated $5.09M sold.

  • 82 institutional investors held Ooma (OOMA) as of Q4 2018, down from 83 in Q3 2018.
  • Funds reported $216M of Ooma stock for Q4 2018, down 14% quarter-over-quarter.
  • 6 funds opened new Ooma positions in Q4 2018 and 6 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q4 2018 was Russell Investments Group, an estimated $4.27M added.
  • The largest Ooma seller in Q4 2018 was Whetstone Capital Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2018.