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97 hedge funds and large institutions have $295M invested in Ooma in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

87% more call options, than puts

Call options by funds: $629K | Put options by funds: $337K

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

47% more capital invested

Capital invested by funds: $200M → $295M (+$94.4M)

18% more funds holding

Funds holding: 8297 (+15)

3.55% more ownership

Funds ownership: 77.35%80.9% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
97
Holders Change
+15
Holders Change %
+18.29%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
39
Reduced
23
Closed
10
Calls
$629K
Puts
$337K
Net Calls
+$292K
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$2.06M +$1.42M +113,276 +991%
Wells Fargo
27
Wells Fargo
California
$2M +$805K +64,322 +112%
2L
28
22NW LP
Washington
$1.97M +$1.49M +119,346 New
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.96M +$145K +11,600 +11%
MAM
30
Martingale Asset Management
Massachusetts
$1.79M +$1.36M +108,710 New
Citadel Advisors
31
Citadel Advisors
Florida
$1.61M +$74.8K +5,980 +7%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.61M +$393K +31,437 +48%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.59M +$100K +8,016 +9%
FP
34
Foundry Partners
Minnesota
$1.53M -$44.3K -3,541 -4%
Boston Partners
35
Boston Partners
Massachusetts
$1.5M -$11.7K -938 -1%
Bank of America
36
Bank of America
North Carolina
$1.41M +$93.9K +7,506 +10%
Goldman Sachs
37
Goldman Sachs
New York
$1.39M +$613K +48,953 +138%
AG
38
Algert Global
California
$1.37M +$808K +64,551 +350%
Deutsche Bank
39
Deutsche Bank
Germany
$1.09M +$701K +56,026 +553%
Squarepoint
40
Squarepoint
New York
$1M -$120K -9,618 -14%
Bessemer Group
41
Bessemer Group
New Jersey
$982K +$746K +59,600 New
Victory Capital Management
42
Victory Capital Management
Texas
$978K -$1.13M -90,049 -60%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$876K +$664K +53,053 +59,610%
Charles Schwab
44
Charles Schwab
California
$841K +$17.6K +1,407 +3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$830K +$630K +50,360 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$757K +$210K +16,764 +57%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$753K +$278K +22,214 +95%
VF
48
Virtu Financial
New York
$744K +$565K +45,146 New
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$680K +$517K +41,280 New
EGM
50
Engineers Gate Manager
New York
$643K +$132K +10,553 +37%

OOMA Hedge Fund Activity: Q2 2020 in Review

97 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q2 2020, worth a combined $295M — up 47% from $200M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OOMA positions and 10 closed out — a net gain of 16 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Trigran Investments, opening a new position worth an estimated $3.15M. The largest seller was G2 Investment Partners Management, cutting an estimated $4.96M.

  • 97 institutional investors held Ooma (OOMA) as of Q2 2020, up from 82 in Q1 2020.
  • Funds reported $295M of Ooma stock for Q2 2020, up 47% quarter-over-quarter.
  • 26 funds opened new Ooma positions in Q2 2020 and 10 closed out, a net change of +16 holders.
  • The largest Ooma buyer in Q2 2020 was Trigran Investments, an estimated $3.15M added.
  • The largest Ooma seller in Q2 2020 was G2 Investment Partners Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2020.