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Ooma
OOMA

82 hedge funds and large institutions have $213M invested in Ooma in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

32% more capital invested

Capital invested by funds: $161M → $213M (+$51.4M)

11% more funds holding

Funds holding: 74 → 82 (+8)

0.58% more ownership

Funds ownership: 73.49% → 74.07% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

98% less call options, than puts

Call options by funds: $11K | Put options by funds: $733K

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
34
Reduced
23
Closed
7
Calls
$11K
Puts
$733K
Net Calls
-$722K
Net Calls Change
-$516K

Top Buyers

Rank Fund Capital Flow
1
FA
Friess Associates
Delaware
+$1.96M
2
N
Nuveen
North Carolina
+$1.41M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.16M
4
Millennium Management
Millennium Management
New York
+$1.14M
5
BlackRock
BlackRock
New York
+$792K

Top Sellers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
-$3.35M
2
Boston Partners
Boston Partners
Massachusetts
-$929K
3
PCM
Perritt Capital Management
Illinois
-$577K
4
WG
Winton Group
United Kingdom
-$420K
5
SO
STRS Ohio
Ohio
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.21M -$31.5K -2,586 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.17M +$38.2K +3,134 +4%
Squarepoint
28
Squarepoint
New York
$1.13M +$273K +22,461 +36%
OAM
29
Oxford Asset Management
United Kingdom
$1.03M +$612K +50,290 +182%
Morgan Stanley
30
Morgan Stanley
New York
$889K +$353K +28,993 +76%
BCM
31
Bridgeway Capital Management
Texas
$871K – – –
Citadel Advisors
32
Citadel Advisors
Florida
$794K +$731K +60,033 New
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$725K +$349K +28,656 +110%
PCM
34
Perkins Capital Management
Minnesota
$712K -$2.44K -200 -0.4%
2L
35
22NW LP
Washington
$707K +$651K +53,426 New
SIM
36
Spark Investment Management
New York
$656K -$64.5K -5,300 -10%
Wells Fargo
37
Wells Fargo
California
$651K +$27.5K +2,258 +5%
Goldman Sachs
38
Goldman Sachs
New York
$634K -$56.9K -4,672 -9%
Charles Schwab
39
Charles Schwab
California
$631K +$23.4K +1,925 +4%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$488K -$237K -19,500 -35%
EGM
41
Engineers Gate Manager
New York
$453K +$231K +18,994 +124%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$395K – – –
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$386K +$75.5K +6,200 +27%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$344K +$37.3K +3,066 +13%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$335K +$1.39K +114 +0.5%
UBS Group
46
UBS Group
Switzerland
$328K +$146K +12,027 +94%
William Blair & Company
47
William Blair & Company
Illinois
$304K -$94.5K -7,765 -25%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$272K – – –
PCMI
49
Paradigm Capital Management Inc
New York
$265K – – –
Barclays
50
Barclays
United Kingdom
$263K +$124K +10,215 +106%
1
2
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OOMA Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2019, worth a combined $213M — up 32% from $161M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OOMA positions and 7 closed out — a net gain of 8 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Friess Associates, adding an estimated $1.96M. The largest seller was Portolan Capital Management, cutting an estimated $3.35M.

  • 82 institutional investors held Ooma (OOMA) as of Q4 2019, up from 74 in Q3 2019.
  • Funds reported $213M of Ooma stock for Q4 2019, up 32% quarter-over-quarter.
  • 15 funds opened new Ooma positions in Q4 2019 and 7 closed out, a net change of +8 holders.
  • The largest Ooma buyer in Q4 2019 was Friess Associates, an estimated $1.96M added.
  • The largest Ooma seller in Q4 2019 was Portolan Capital Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2019.