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91 hedge funds and large institutions have $271M invested in Ooma in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $229M → $271M (+$41.7M)

4.27% more ownership

Funds ownership: 78.55%82.82% (+4.3%)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

2% more call options, than puts

Call options by funds: $487K | Put options by funds: $477K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9591 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
34
Reduced
32
Closed
12
Calls
$487K
Puts
$477K
Net Calls
+$10K
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$2.37M +$306K +20,708 +14%
Morgan Stanley
27
Morgan Stanley
New York
$2.27M +$509K +34,434 +28%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$2.09M +$572K +38,732 +37%
AIA
29
Avalon Investment & Advisory
Texas
$1.93M -$16.1K -1,088 -0.8%
Citadel Advisors
30
Citadel Advisors
Florida
$1.78M +$486K +32,910 +36%
PPA
31
Parametric Portfolio Associates
Washington
$1.68M -$52.5K -3,555 -3%
CGFI
32
Cypress Growth Fund III
California
$1.56M +$1.6M +108,500 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.36M +$11.6K +785 +0.8%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.34M +$138K +9,332 +11%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.25M -$91.4K -6,191 -7%
Bank of America
36
Bank of America
North Carolina
$1.22M +$60.6K +4,101 +5%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.12M -$258K -17,500 -18%
AG
38
Algert Global
California
$958K -$171K -11,580 -15%
Boston Partners
39
Boston Partners
Massachusetts
$940K +$218K +14,793 +29%
OAM
40
Oberweis Asset Management
Illinois
$855K
PCM
41
Perkins Capital Management
Minnesota
$797K +$44.3K +3,000 +6%
Charles Schwab
42
Charles Schwab
California
$771K +$76.1K +5,153 +11%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$683K +$89.9K +6,090 +15%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$665K -$13.3K -900 -2%
SGI
45
Summit Global Investments
Utah
$469K +$22.2K +1,500 +5%
Squarepoint
46
Squarepoint
New York
$463K -$605K -40,974 -56%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$459K +$10.3K +695 +2%
Deutsche Bank
48
Deutsche Bank
Germany
$446K +$41.9K +2,838 +10%
Millennium Management
49
Millennium Management
New York
$444K -$520K -35,174 -53%
PP
50
PDT Partners
New York
$434K -$27.8K -1,883 -6%

OOMA Hedge Fund Activity: Q4 2020 in Review

91 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q4 2020, worth a combined $271M — up 18% from $229M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OOMA and 9 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 34 added.

The largest buyer was Tygh Capital Management, opening a new position worth an estimated $4.58M. The largest seller was Ameriprise, exiting entirely with an estimated $5.92M sold.

  • 91 institutional investors held Ooma (OOMA) as of Q4 2020, down from 95 in Q3 2020.
  • Funds reported $271M of Ooma stock for Q4 2020, up 18% quarter-over-quarter.
  • 9 funds opened new Ooma positions in Q4 2020 and 12 closed out, a net change of -3 holders.
  • The largest Ooma buyer in Q4 2020 was Tygh Capital Management, an estimated $4.58M added.
  • The largest Ooma seller in Q4 2020 was Ameriprise, an estimated $5.92M sold.

Based on aggregated 13F filings for Q4 2020.