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Ooma
OOMA

86 hedge funds and large institutions have $301M invested in Ooma in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

911% more call options, than puts

Call options by funds: $91K | Put options by funds: $9K

11% more capital invested

Capital invested by funds: $271M → $301M (+$30.6M)

0.99% more ownership

Funds ownership: 82.82% → 83.81% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 91 → 86 (-5)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
28
Reduced
38
Closed
11
Calls
$91K
Puts
$9K
Net Calls
+$82K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$10M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.41M
3
TI
Trigran Investments
Illinois
+$3.13M
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$1.84M
5
RA
Royce & Associates
New York
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.98M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.55M
3
Morgan Stanley
Morgan Stanley
New York
-$1.83M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.78M
5
Goldman Sachs
Goldman Sachs
New York
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rafferty Asset Management
26
Rafferty Asset Management
New York
$2.19M +$1.84M +117,969 +593%
PCM
27
Perkins Capital Management
Minnesota
$1.9M +$1M +64,450 +116%
FA
28
Friess Associates
Delaware
$1.78M -$1.16M -74,454 -40%
CGFI
29
Cypress Growth Fund III
California
$1.66M -$54.5K -3,500 -3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.48M -$15.4K -988 -1%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.39M +$9.44K +606 +0.7%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.38M +$140K +9,000 +12%
PPA
33
Parametric Portfolio Associates
Washington
$1.37M -$464K -29,785 -26%
Goldman Sachs
34
Goldman Sachs
New York
$1.32M -$1.77M -113,565 -58%
Charles Schwab
35
Charles Schwab
California
$1.3M +$440K +28,232 +53%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$1.07M -$1.2M -77,331 -53%
Bank of America
37
Bank of America
North Carolina
$1.07M -$269K -17,267 -20%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$1.04M +$281K +18,023 +38%
OAM
39
Oberweis Asset Management
Illinois
$941K – – –
AQR Capital Management
40
AQR Capital Management
Connecticut
$841K -$618K -39,705 -43%
Boston Partners
41
Boston Partners
Massachusetts
$772K -$257K -16,509 -25%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$669K -$61.7K -3,964 -9%
Morgan Stanley
43
Morgan Stanley
New York
$631K -$1.83M -117,527 -75%
AG
44
Algert Global
California
$601K -$445K -28,600 -43%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$568K +$277K +17,793 +98%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$505K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$434K -$57K -3,660 -12%
EGM
48
Engineers Gate Manager
New York
$426K -$37.6K -2,412 -8%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$406K +$399K +25,642 New
PCM
50
Perritt Capital Management
Illinois
$396K – – –
1
2
3 4

OOMA Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ooma (OOMA) for Q1 2021, worth a combined $301M — up 11% from $271M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of OOMA and 6 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 28 added.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $10M. The largest seller was Russell Investments Group, cutting an estimated $5.98M.

  • 86 institutional investors held Ooma (OOMA) as of Q1 2021, down from 91 in Q4 2020.
  • Funds reported $301M of Ooma stock for Q1 2021, up 11% quarter-over-quarter.
  • 6 funds opened new Ooma positions in Q1 2021 and 11 closed out, a net change of -5 holders.
  • The largest Ooma buyer in Q1 2021 was Lord, Abbett & Co, an estimated $10M added.
  • The largest Ooma seller in Q1 2021 was Russell Investments Group, an estimated $5.98M sold.

Based on aggregated 13F filings for Q1 2021.