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Ooma
OOMA

83 hedge funds and large institutions have $207M invested in Ooma in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 82 → 83 (+1)

0.71% more ownership

Funds ownership: 77.26% → 77.97% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $216M → $207M (-$8.03M)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

98% less call options, than puts

Call options by funds: $11K | Put options by funds: $513K

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
25
Reduced
31
Closed
9
Calls
$11K
Puts
$513K
Net Calls
-$502K
Net Calls Change
+$79K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.94M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.55M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.05M
4
TM
Tiger Management
New York
+$1.02M
5
PPA
Parametric Portfolio Associates
Washington
+$698K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.87M
2
Ameriprise
Ameriprise
Minnesota
-$1.06M
3
AIC
AWM Investment Company
New York
-$1M
4
BlackRock
BlackRock
New York
-$974K
5
Boston Partners
Boston Partners
Massachusetts
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.13M +$6.77K +450 +0.5%
Millennium Management
27
Millennium Management
New York
$918K +$665K +44,163 +176%
Bank of America
28
Bank of America
North Carolina
$908K -$211K -13,992 -17%
Goldman Sachs
29
Goldman Sachs
New York
$905K -$304K -20,221 -23%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$844K +$96.4K +6,404 +11%
PPA
31
Parametric Portfolio Associates
Washington
$835K +$698K +46,374 +278%
TCIM
32
TIAA CREF Investment Management
New York
$760K -$12.8K -850 -1%
PCM
33
Perkins Capital Management
Minnesota
$739K -$24.8K -1,650 -3%
SIM
34
Spark Investment Management
New York
$712K +$245K +16,295 +43%
Wells Fargo
35
Wells Fargo
California
$636K -$11.5K -765 -2%
Morgan Stanley
36
Morgan Stanley
New York
$620K -$43.8K -2,911 -6%
Two Sigma Investments
37
Two Sigma Investments
New York
$600K +$681K +45,280 New
MIM
38
Monashee Investment Management
Massachusetts
$592K – – –
Charles Schwab
39
Charles Schwab
California
$567K – – –
AQR Capital Management
40
AQR Capital Management
Connecticut
$542K +$202K +13,437 +49%
SO
41
STRS Ohio
Ohio
$534K -$30.1K -2,000 -5%
Man Group
42
Man Group
United Kingdom
$520K +$154K +10,200 +35%
TA
43
Teachers Advisors
New York
$475K – – –
Squarepoint
44
Squarepoint
New York
$470K +$284K +18,865 +113%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$458K – – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$399K +$453K +30,100 New
Deutsche Bank
47
Deutsche Bank
Germany
$392K +$80.7K +5,365 +22%
American Century Companies
48
American Century Companies
Missouri
$390K -$155K -10,323 -26%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$385K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$324K +$15.9K +1,054 +5%
1
2
3 4

OOMA Hedge Fund Activity: Q1 2019 in Review

83 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2019, worth a combined $207M — down 3.7% from $216M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OOMA positions and 9 closed out — a net gain of 1 holder — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.94M. The largest seller was Royce & Associates, cutting an estimated $1.87M.

  • 83 institutional investors held Ooma (OOMA) as of Q1 2019, up from 82 in Q4 2018.
  • Funds reported $207M of Ooma stock for Q1 2019, down 3.7% quarter-over-quarter.
  • 10 funds opened new Ooma positions in Q1 2019 and 9 closed out, a net change of +1 holder.
  • The largest Ooma buyer in Q1 2019 was Wellington Management Group, an estimated $3.94M added.
  • The largest Ooma seller in Q1 2019 was Royce & Associates, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2019.