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82 hedge funds and large institutions have $200M invested in Ooma in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3.28% more ownership

Funds ownership: 74.07%77.35% (+3.3%)

0% more funds holding

Funds holding: 8282 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

6% less capital invested

Capital invested by funds: $213M → $200M (-$12.4M)

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $553K

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
28
Reduced
31
Closed
11
Calls
$6K
Puts
$553K
Net Calls
-$547K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
26
Foundry Partners
Minnesota
$1.15M
Boston Partners
27
Boston Partners
Massachusetts
$1.1M -$466K -36,820 -29%
Citadel Advisors
28
Citadel Advisors
Florida
$1.1M +$404K +31,920 +53%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.06M +$4.54K +359 +0.4%
Morgan Stanley
30
Morgan Stanley
New York
$939K +$145K +11,440 +17%
Bank of America
31
Bank of America
North Carolina
$931K -$168K -13,251 -15%
Two Sigma Investments
32
Two Sigma Investments
New York
$878K -$857K -67,760 -48%
Squarepoint
33
Squarepoint
New York
$841K -$190K -15,032 -18%
PCM
34
Perritt Capital Management
Illinois
$829K -$773K -61,134 -47%
AQR Capital Management
35
AQR Capital Management
Connecticut
$789K +$836K +66,105 New
Wells Fargo
36
Wells Fargo
California
$683K +$101K +8,017 +16%
PCM
37
Perkins Capital Management
Minnesota
$631K -$12.6K -1,000 -2%
Charles Schwab
38
Charles Schwab
California
$592K +$24.2K +1,914 +4%
HIM
39
Hillsdale Investment Management
Ontario, Canada
$569K +$603K +47,691 New
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$545K +$578K +45,700 New
Marshall Wace
41
Marshall Wace
United Kingdom
$532K +$564K +44,603 New
BCM
42
Bridgeway Capital Management
Texas
$453K -$352K -27,800 -42%
Goldman Sachs
43
Goldman Sachs
New York
$422K -$158K -12,479 -26%
SIM
44
Spark Investment Management
New York
$384K -$220K -17,400 -35%
TI
45
Trexquant Investment
Connecticut
$378K +$273K +21,552 +212%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$361K +$4.46K +353 +1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$348K
EGM
48
Engineers Gate Manager
New York
$340K -$73.1K -5,781 -17%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$303K
Wellington Management Group
50
Wellington Management Group
Massachusetts
$280K -$170K -13,411 -36%

OOMA Hedge Fund Activity: Q1 2020 in Review

82 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2020, worth a combined $200M — down 5.8% from $213M a quarter earlier.

Fund positioning in OOMA was balanced in Q1 2020: 11 funds opened new positions, 11 closed out, 28 added to existing stakes and 31 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $5.33M. The largest seller was Millennium Management, exiting entirely with an estimated $2.24M sold.

  • 82 institutional investors held Ooma (OOMA) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $200M of Ooma stock for Q1 2020, down 5.8% quarter-over-quarter.
  • 11 funds opened new Ooma positions in Q1 2020 and 11 closed out, a net change of 0 holders.
  • The largest Ooma buyer in Q1 2020 was G2 Investment Partners Management, an estimated $5.33M added.
  • The largest Ooma seller in Q1 2020 was Millennium Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2020.